Tracking orders

[1jkemp]

I tried to search but didn't find anything.

Does anyone have a good spreadsheet for tracking orders? I've got a few friends who are wanting some jigs tied and if I don't write it down/track what they want, I'll probably forget. Would prefer an excel spreadsheet. If anyone has one I guess the easiest way would be to email it to me? Thanks.

[skiptomylu]

I just use a spiral notebook and when someone sends a check or money order I write it in there and that way I also know the order that payment came in and who is next.

Skip

[Redman]

That's a simple spreadsheet to make up. Have in the past did several for material and orders, and inventory. The help bar is what I used to get me started and then my son gave me a copy of excel for dummies. That was so I wouldn't bother him all the time. Once you get on to making what sheets you need it's a breeze. Will keep track of every thing for you. Expenses, income, inventory, orders you name it great program.

Redman

[skiptomylu]

It just hit me a few minutes ago that I use my book just to put down what each wants and phone numbers and such. Hat I do to get the order I tie them is this. My wife get the mail every day because she works just 2 block from the post office. She deposits what came in and makes me a copy and attaches it to the envelope and put the date it came in. I keep them next to my computer and in order by oldest date on top so it;s the next one I pick up. Some times I stack get pretty big with as many as 10 to 12 or even more at times, so this just makes me keep in order.

Simple, but very effective.

Skip

[1jkemp]

This is what I'm working with atm:



I blanked out the names. I've only had three orders so far, lol. I can see that if I got as many as Skip, tracking them in a sheet like this may be too time consuming to be beneficial.

[skiptomylu]

It can get to be a race and you just have to have something so you pick up the next one in order so you don't let any slip passed their spot.

Skip

[Crappiehappy]

if you have office publisher you can create statements with Statement (invoice ) #'s and use a master xls to keep track of $ etc. depending on how your ordered are received you could copy and paste, or scan the data into your pc to save or import the data....

[FishAction]

There's a lot of good software to track inventory, orders, sales, etc. A good free one is Adminsoft, which is free for basic use. You'll need some basic accounting knowledge to use it and some of the others. To get a copy go to adminsoftware.biz and download it. It's freeware so no cost unless you want extra modules.

It can get complicated as you grow with orders and inventory. It takes a little more to set up a package like this one but it gives so much more back with a lot less effort than a spreadsheet ever will. Be glad to help if needed.

Charlie