[SOLVED] Help in keeping track of my home food business sales

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zayed builder

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Jan 1, 2014
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Hello guys
I have a small food associated business thats made in home. My friend made for me a sheet that sums up the total orders of different kinds of products which requires me manually to put them everyday searching in the chats to see the orders and register them in the excel sheet and takes a lot of time from me. I know a little in computers so I know that you can make a form in excel so every order is added up in my sheet by the date. The problem is that I don't know how to do that. Also that I want it like a form on his phone “the cook” and it adds up to the data there by the correct date.
I wouldn't mind a ready pos service that shows me the data how I want it most of them that I used show very little data or they show very detailed data I want something in the middle also they don't add the delivery charge. If anyone can help me through this I can send him a sample of the excel sheet that I use so he can understand me better.
 
Solution
You can set up Quickbooks to track and calculate products and services as well as make up various reports that can be uploaded as an Excel (or .pdf). Of course, Quickbooks is designed as a "register" type POS system, so it will do these tasks as you bill.
Keep in mind that in order for it to work the way you want you have to create individual headings for all of your products and services. You can tell it if it's an item that you stock, or keep a stock level of, and it will tell you when items are low if you wish to delve that deeply into it.

I particularly like Quickbooks payment and especially for small charge items. When you accept large payments (over ~1K) they take one heck of a chunk.

Ralston18

Titan
Moderator
Have you talked with your friend about expanding/improving the spreadsheet?

And I will add the suggestion that you consider a database.

Not that much more complicated than a spreadsheet and can access existing spreadsheet data in customized ways.

Microsoft Access can make forms and create reports both from its' own data tables and/or spreadsheet tables.

Spreadsheets are workable in many ways but can quickly become cumbersome and time consuming.

A simple database form for data entry (POS information) can be created to store information in the applicable tables.

Those tables, in turn, can be used for either routine queries and reports. Filtered and sorted as required. Or available for ad hoc queries and reports.

Another advantage is that if you find yourself doing the same series of steps over and over, a macro can be created that will execute with the click of a menu button.

Find a friend who knows Access (database).
 

punkncat

Polypheme
Ambassador
You can set up Quickbooks to track and calculate products and services as well as make up various reports that can be uploaded as an Excel (or .pdf). Of course, Quickbooks is designed as a "register" type POS system, so it will do these tasks as you bill.
Keep in mind that in order for it to work the way you want you have to create individual headings for all of your products and services. You can tell it if it's an item that you stock, or keep a stock level of, and it will tell you when items are low if you wish to delve that deeply into it.

I particularly like Quickbooks payment and especially for small charge items. When you accept large payments (over ~1K) they take one heck of a chunk.
 
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