How to create a sales management file with Excel Is it simple or not? How to create a fileExcel Detailed inventory management for someone just starting a business? Let's go with Viindo to find the answer through the article right below.
>>>> See More: Sales support software
Detailed instructions on how to create a sales management file using Excel
Here, Viindoo will present the Instructions to create a sales management file with Excel in the simplest and easiest way to understand. Stay tuned to the next content here for more details!
Create data files
If known How to create a sales management file with Excel, the work of managing import - export goods and inventory becomes easier. First, to create an initial data file, do the following 3 steps:
- Step 1: Perform the operation to open a fileExcel new.
- Step 2: Create 5 new sheets for the fileExcel. Then, proceed to rename each sheet with the following titles in turn: HOME, XUAT, NHAP, BAO CAO, DANH MUC.
- Step 3: Enter all necessary data into each sheet.
At sheet XUAT:
Please proceed to fill in the information including: Supplier, Item Code, Item Name, Quantity, Unit Price, Unit of Measurement, Enter, Into Money, Date.
Besides, the sheet may also need other content such as: Supplier code, Address, supplier phone number, voucher number, other notes (if any).
Enter product information, output products.In the NHAP sheet:
Let's Enter all the most basic information including: Customer, Item Code, Item Name, Quantity sold, Cost Price, Unit Price, Unit, Revenue, Date,...
In addition, the creator can also add some other important information such as: Customer code, Address, customer phone number, voucher number, other notes (if any).
Tired of manually preparing sales reports? Automate it now!
- Automate the creation and visualization of sales reports, minimizing errors.
- Enjoy real-time updates on changes, news, and more.
- Effortlessly handle complex reporting needs: overlapping data, varying data sources, multiple reporting locations, and beyond.
Fill in the required information and data completely.In the BAO CAO sheet:
Normally, users only need to access the Sales report sheet and import and export inventory.
Sales report needs information such as: name of goods, sales quantity, revenue. Meanwhile, the import and export report needs to have information such as: name of goods, quantity of inventory at the beginning, quantity imported, quantity exported and quantity of ending inventory.
Full report on the quantity of goods imported - exported - in stock.At sheet LIST OF MUCs:
The CATALOG sheet is the most important component of a sales management fileExcel. The content stored in this sheet includes: Item code, item name, unit of measure,...
During the actual import and export process, the user only needs to enter the item code, the remaining information will be displayed automatically. For example, if the user enters the code DH153, the unit price of this item will be displayed immediately without having to memorize it.
Store catalogs of goods via file Excel. >>>> See More: Manage customers with Excel
Create a sheet to manage the list of products and goods
Construction process Goods catalog helps synchronize data, saving time searching, retrieving data or reporting. This also has the effect of implementing the calling and typing rules for an item in a uniform way to minimize confusion in the transaction.Excel.
Some of the most basic headings that need to be included in the list include No. > Commodity code > Commodity name > Unit of measure > Current quantity of goods > Value of goods.
There are 2 ways to do it Manage sales with toolsExcel. The first way is to make a coupon code or an entry ticket to count. The second way is to create a catalog to get the beginning quantity when reporting to the inventory at input.
When managing sales by fileExcel, you can name the zone like this:
Select the Commodity Code column > Press Ctrl F3 > Select the NEW item > Name the Commodity Code > Click OK.
Manage the list of goods by sheets Excel.Tired of manually preparing sales reports? Automate it now!
- Automate the creation and visualization of sales reports, minimizing errors.
- Enjoy real-time updates on changes, news, and more.
- Effortlessly handle complex reporting needs: overlapping data, varying data sources, multiple reporting locations, and beyond.
>>>> Don't Miss: Control sales costs
Manage import-export products and goods sold on Excel
Product inventory management is an indispensable part of the tutorial How to create a sales management file with Excel. This item is used toreport, inventory goods weekly or monthly.
The simple operations used include:
- Row Name column: Use the Vlookup function.
- Row Code column: The formula from the Category column is transferred to.
- Inventory Item: Use +/- calculation.
- Export item: Use Sumif function.
- Inventory Entry: Use the Sumif function with the item number and the sumif function for the code in the inventory.
Manage the store existence.>>>> Learn About: Analyze sales performance
Common functions used to manage sales on Excel
Here are 4 basic functions commonly used to Sales management by Excel file:
- If error function: Helps with file management operations Excel more professional.
- Countif function: This function is used to calculate the amount of inventory, import and export goods of the store.
- Sumifs function: This function is used to calculate the total quantity, to cash, to export the condition from the item code and the ending inventory quantity.
- Vlookup function: This is a column search function. Users only need to enter the product code when entering goods. All information about product names, prices, units, ... are easily searched.
Using functionsExcel makes store management more accurate and easier.Best online sales management Excel file template
Here is a summary of 5 samples Excel Sales Manager The most standard online today. Businesses can immediately refer to create files Excel Sales Manager best suited for your company.
File Excel Product Management
Managing products and goods of the online store helps shop owners know what products the store has, how much and how much it costs. One file Excel Product Management including the following information: Commodity code, Goods type, Commodity name, Unit of measure, Quantity of goods.
>>>> Access now: File Excel Product Management.
File Excel Simplest product management.File Excel customer management
The creation of filesExcel Customer management helps store owners take better care of their customers. From there, it will be easy to identify the group of loyal customers to soon have incentives to attract customers and increase overall revenue. A customer management file has information such as: Customer Code, Customer Name, Address, Phone Number, Email (if needed).
>>>> Pocket now: File Excel customer management.
File Excel Latest customer management.File Excel revenue management
Online shop owners can control their revenue more precisely thanks to the fileExcel revenue management. Shop owners often make a fileExcel including the following information: Time, Customer Name, Goods Code, Product Name, Quantity, Price List, Other Notes (if any).
>>>> Download now: File Excel revenue management.
File Excel The most detailed revenue managementFile Excel import and export management
The inventory management file is an important file that controls import and export information. FileExcel This will make tracking and managing goods simpler and more convenient with the following basic items: Transaction time, Commodity code, Goods name, Quantity, Unit price, Unit of measure, Member Money, Transaction Documents, Other Notes (if any).
>>>> Download: File Excel import and export management.
File Excel Easy to understand import and export management.Tired of manually preparing sales reports? Automate it now!
- Automate the creation and visualization of sales reports, minimizing errors.
- Enjoy real-time updates on changes, news, and more.
- Effortlessly handle complex reporting needs: overlapping data, varying data sources, multiple reporting locations, and beyond.
File Excel Online order management
Manage online orders by fileExcel This will help to control the goods and limit the loss of orders. Below is an Excel spreadsheet to manage online orders that store owners can refer to.
>>>> Refer now: File Excel Online order management.
Manage online orders by file Excel.Automate your tasks with Viindoo Omnichannel
Struggling with manual data management using Excel files? Constantly building and updating spreadsheets can be exhausting and error-prone. Viindoo Omnichannel offers a comprehensive solution to transform your workflow:
- Automated Data Entry: Eliminate the tedious process of manually inputting data. Viindoo Omnichannel automates data entry, reducing effort and minimizing errors.
- Seamless Data Processing: Process large volumes of data effortlessly with automated workflows. Save time and enhance accuracy with real-time data processing.
- Advanced Data Visualization: Transform complex data into clear, actionable insights with customizable dashboards and visualizations. Make informed decisions with ease.
- Real-Time Data Access: Access up-to-date information anytime, anywhere. Ensure that you are always working with the most current data.
- Error Reduction: Minimize mistakes and inconsistencies with automated checks and validation. Maintain high data accuracy and integrity.
- Integrated Information Provision: Receive comprehensive reports and insights without the hassle of manual updates. Streamline your data management and reporting processes.
- Enhanced Efficiency: Simplify and accelerate your tasks with a unified platform that consolidates multiple functions into one easy-to-use system.
Viindoo Omnichannel is designed for more than data entry. This is a power tool which integrates Sales Channels: Wholesale, E-commerce website for online sales. Point of Sale systems for in-store transactions. Social commerce, Marketplace, Affiliate, etc. Viindoo Omnichannel is designed for streamlined, automated operations. Transform your workflow today and focus on growing your business with confidence.
Viindoo Omnichannel software is an effective tool for your businessFAQ
What is a sales management file?
A sales management file is a document or spreadsheet created in Excel to track and manage sales-related information, such as customer data, sales performance, revenue, and inventory.
How do I start creating a sales management file in Excel?
Begin by defining the objectives and data you want to track, such as customer details, sales targets, product inventory, and revenue. Then, create appropriate columns and labels for each data category in an Excel worksheet.
Can I customize the layout and design of the sales management file?
Yes, Excel offers various formatting options to customize the layout and design of your sales management file. You can apply different fonts, colors, cell borders, and even create charts or graphs for better data visualization.
Can I generate reports and summaries from my sales management file?
Absolutely. Excel enables you to generate reports and summaries easily. You can use pivot tables to analyze sales data, create charts or graphs to visualize trends, and filter or sort data to focus on specific criteria.
Are there any resources or templates available for creating a sales management file?
There are numerous online resources and templates available that can serve as a starting point for creating your sales management file in Excel. These resources can provide pre-designed layouts and formulas to streamline your process.
Through articles about How to create a sales management file with Excel, Viindoo Hope your business will manage the store more effectively and accurately. If your business is interested in sales management software, please contact Viindoo immediately for specific advice.
>>>> Continue With:
