Order Tracking Management for Roping
PURPOSE OF THE PROJECT
The primary goal was to establish a reliable and easy-to-use system for tracking DVD orders, encompassing all avenues of sales and returns. This project aimed to organize order data, categorize the types of DVDs sold or returned, and provide a monthly tally of orders to aid in inventory management and sales analysis.
CLIENT NAME
Roping
DATE COMPLETED
Completed - October 2017
TYPE OF PROJECT
Spreadsheet Management, Order Management
TOOLS USED
Google Sheets, Clickfunnels
My Approach
Initiation and Spreadsheet Creation: Started by identifying the need for a centralized tracking system for DVD orders. Designed an online spreadsheet that could capture orders from emails, phone calls, and the landing page, ensuring a comprehensive overview of sales channels.
Order Monitoring: Developed a structured format within the spreadsheet to log details of each order, including the type of DVD, the sale date, and customer information. This setup facilitated the tracking of sales trends and return rates.
Monthly Tally Page: Incorporated a separate page within the spreadsheet dedicated to monitoring monthly order volumes. This allowed for easy assessment of sales performance over time and helped in forecasting inventory needs.
Conditional Formatting: Implemented conditional formatting to highlight key data points, such as outstanding orders, completed sales, and returns. This visual cue system was designed to simplify data review, enabling quick identification of trends or issues.
Streamlining Order Management: The comprehensive approach aimed at not just tracking sales and returns but also improving the efficiency of order processing and inventory management. By utilizing digital tools and strategic organization, the project enhanced the overall management of DVD orders.
