Retail price-Note how much your customers paid for each item they ordered.Client-List the names or customer loyalty numbers associated with the clients on each order.Tracking number-If you have it, share the tracking numbers for each shipped item (so you can track it en route).Ship date-List the dates when each item was actually shipped.Ship deadline-Show the dates when each item must be shipped to get to your customers on time.Sale date-Input the date when the sale was made. Quantity-Note the numbers of items each client ordered.And again, be sure to list each product on a separate line (even if it’s part of a larger order with other items). Item number-As with your Product and Order tabs, list the SKUs, serial numbers, or product numbers you’re using to track your items.If you’re selling inventory on multiple channels (such as in person and via your e-commerce site, for example), you may opt to list order numbers for only online orders. Sales order number-Write in the numbers you’re using to identify and track each customer order or purchase.Once again, we recommend setting up a table with the following columns: Last but not least, we think no inventory management solution is complete without a way to track your sales. This helps keep your business organized and ensures the right information is present for your tracking. Some of these data points will also be the same as in the Products tab above. We think the data points listed above should be sufficient for most businesses, but you’re free to add more columns if you want your inventory tracker to monitor other factors (like bills of materials). Amount-Input the total values of the items ordered.Īgain, you can choose to make this tab as simple or complex as you like.Cost price-List the prices you paid for each item.Quantity-Show the quantities you ordered of each item.Vendor-Input the names of the vendors you ordered each item from.Stock received date-Note the dates when you received the ordered products.Purchase date-Show the date you placed the order for each item.Product name-Share the names of your products.Category-List the product categories for each item you’ve ordered.And again, make sure you list each item as a separate row in your Orders tab (even if they’re on the same purchase order as another item). Make sure they match the item numbers you used on your Product tab.
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