📜 Sales table 💰
In this section, we’ll show you how to maintain a spreadsheet to keep track of customers. All sales information is reflected in it. You need to maintain this table by entering data in it only once a day. This data is used to optimize advertising on social media and subsequently to help you maintain your customer base and quickly access information about each customer.
1.
From the manager you will receive a link to the personal table on Google Drive. You'll need a Gmail account. If you do not have one, please create one. Google services will be used by us in our work. Please enter your Google Drive. In the "accessible to me" tab, you'll find a table whose name matches your site. Enter this document. This document contains the main order table. In it, write the date of the call, the customer's name, phone number, city, delivery address, product, number of goods you send, order amount and document number assigned by the courier service to facilitate later identification and delivery search Problems. All customers register one by one, at the end of the day they put a separator of a certain color to facilitate navigation during the day. If a customer orders more than one product, combine the lines. If the transport is at your expense, put the color orange. When you start filling out the table, before calling customers, first enter all the phone numbers and other information you received in the email. Do this once a day, for example in the afternoon at 15:00. Looks like this:
2.
At this stage, simply fill in everything you received in letters containing orders from your online store or in incoming calls. The next step is to talk to all customers, suggest other products and increase the quantity. At this point, you can add lines and, if necessary, change the amount of products originally ordered by customers. After discussing with the customer and confirming the order, check the box with the quantity in yellow. For you, this is a sign that the buyer has confirmed the order and that the goods are ready for shipment. If there is no addition in the cell, then, for example, the customer has not yet picked up the phone and must call back a little later. The table by calls might look something like this:
In this example, we managed to talk to the first three customers, but we could not move to the fourth, we did not paint it and we will call, for example, in an hour. The first person was offered 4 CLEANER INJECTOR instead of 2 ordered, they found out and recorded all the data for sending from the second customer and took 2 products, and the third person ordered several products and I inserted a line. When it became clear during the conversation that there was a free delivery for a certain amount, he ordered more from his brother and received free delivery. I painted the cell orange to make it lighter and error-free during documents at the courier’s office.
Also note that if a customer has ordered several different products, each product should be written on a separate line and the date of sale should be indicated on each line. And the cells with a name, a phone number and a delivery address can be combined for your convenience. Also note that the product cell already contains a list of products, you can choose from it and do not write products in the cell each time. All these are indicated in the table above.
3.
After talking to all customers, you can prepare documents for shipment (through your personal account or in the courier service). All the information is on your table and is available anytime anywhere (for example, your phone has quick access to the table and is conveniently synchronized. If your colleagues or employees add information there, you'll see it instantly. Please install GOOGLE TABLES on your phone if you don't already have it) Sometimes customers order something, you can also immediately make changes to the table on your phone and you can instantly sync with all your devices. At this stage, enter the numbers of the documents for shipment, which means that the goods are accepted for shipment. After that, you will return to your daily activities and open the spreadsheet only the next day.
This work in the table is optimized for different tasks. Several people with different access can work. You can exchange information quickly. All customers have a date for later synchronization with contacts in the address book and quick identification of customers (you can always find out who ordered what and when after calling the number). A supplement will also appear in this table, allowing you to see the current balances of all goods in real time. But this is a little later, so as not to overload you with information. Try to fill in the days when you have already sent the goods, if you have any questions, please contact the manager. Successful sales to you!