Jewelry Business Template Bundle Google Sheets, Jewelry Making Excel Spreadsheet Inventory Orders — Transcript

Full transcript

1. 0:00If you own a jewelry business, I'm going
2. 0:02to show you how to track your income and
3. 0:03expenses, your orders, and your
4. 0:06inventory all in one place. This is a
5. 0:09spreadsheet available on my website at
6. 0:11savvyandthriving.com. It works in Google
7. 0:14Sheets and Excel. So, here's how it
8. 0:15works. So, first we are on the dashboard
9. 0:19for your income and expenses. This is
10. 0:21going to show you your total annual
11. 0:23income and your expenses for the year.
12. 0:25On these charts, you can click on each
13. 0:27month and see what your income is by
14. 0:29month. And you can see what your
15. 0:31expenses are by month. You can scroll
16. 0:34down to see your income and expenses by
17. 0:37month and your net profit per month. And
18. 0:40then this is just a repeat of the above.
19. 0:43This transaction log feeds into the
20. 0:45dashboard. So everything we put in here
21. 0:47will go over onto the dashboard. So
22. 0:50let's do a quick sample. Let's put in
23. 0:52the date. And then let's say that this
24. 0:54is a sale. Uh we can choose from the
25. 0:57drop-own box income or expense. And this
26. 0:59is going to be a uh jewelry.
27. 1:05And this is going to be a silver
28. 1:07ring. The income, say it's going to be
29. 1:10uh $65 for that piece, and it cost you
30. 1:14$10.50 to make it.
31. 1:17You spent $6.50 on tax. So, your net
32. 1:19profit for that uh ring is $48.
33. 1:25Okay. Next is your price list. You are
34. 1:27welcome to edit this and change it to
35. 1:30whatever your prices are. So, let's just
36. 1:32put in a ring. We'll put the silver
37. 1:37wedding band and let's say it's $250.
38. 1:42And then the next one is your orders
39. 1:44dashboard. This is going to help you to
40. 1:46track all of the orders that you have
41. 1:48coming in. So you, this shows you the
42. 1:50total number of orders you've had, the
43. 1:52total revenue, your net profit, and
44. 1:55pending orders, and you can also see
45. 1:57which items are in progress, ready to
46. 1:59ship, or shipped. And then a handy to-do
47. 2:02list as well. The next one is your
48. 2:04inventory tracker. This is going to help
49. 2:06you with tax purposes. So that if your
50. 2:09um tax accountant says you know what is
51. 2:11the total value of your inventory you've
52. 2:15got it all right here and you can tell
53. 2:17them what the value is and then also
54. 2:19this is going to help you to know you
55. 2:21know what do I have in stock what do I
56. 2:23need to make and what do I need to buy
57. 2:25so we can just choose a date here choose
58. 2:27from the category
59. 2:32let's put ring size seven color we can
60. 2:37choose from the drop-own box. Silver. If
61. 2:41there's a stone, you can choose. If not,
62. 2:43you can leave that alone. Uh, we've got
63. 2:45two of them. The price is, you know,
64. 2:48125. Now, the value is going to multiply
65. 2:50that and give you a value of 250. And
66. 2:53then appraised value, you can do that as
67. 2:55well. And, you know, say it was
68. 2:57appraised for even more for 300. If
69. 2:59there's an identification number
70. 3:02and a description, you can put, you
71. 3:04know,
72. 3:06whatever you need. So this will track
73. 3:08the total value your total appraised
74. 3:11value of your items and the total number
75. 3:13of items that you have. This can also be
76. 3:15helpful uh as well if you have inventory
77. 3:19you know in your home of items that you
78. 3:22wanted to just see you know what is the
79. 3:24value of all the items that I have and
80. 3:26what I own personally. This is helpful
81. 3:27as well. And the last one this is an
82. 3:30order tracker. This is helpful
83. 3:32specifically if you are shipping out
84. 3:34orders. Uh, and then we're going to do a
85. 3:37sample here. So, let's put in the date.
86. 3:40We'll choose from the drop-own box. And
87. 3:44then the type. We're going to put in the
88. 3:45ring. Again, size seven. The color was
89. 3:49silver. There's no stone. It's not on
90. 3:51clearance. If it's a holiday related,
91. 3:54you can use that drop-own box as well.
92. 3:56if it's sold out, how many sold,
93. 4:01what the price is, if you offered a
94. 4:03discount,
95. 4:05um how much it cost you to ship it, and
96. 4:07then what your net profit is for that
97. 4:09item. Now, if you're shipping it, um
98. 4:11I've got, you know, where you can say
99. 4:13what the status is. So, let's say that
100. 4:15we've shipped it. The customer's name
101. 4:17was Jane. You can put their address,
102. 4:20email, um the shipper. So, if it's USPS
103. 4:24or UPS or FedEx, you can put that. Uh
104. 4:27the tracking number,
105. 4:29uh the ship date, and then um the
106. 4:32arrival date,
107. 4:37put any notes there.
108. 4:41And that is how this works. Um this will
109. 4:44also help you to track your total profit
110. 4:46and the quantity sold as well. So, lots
111. 4:49of really cool things that can help you
112. 4:51to stay organized. So, if you have any
113. 4:53questions, feel free to reach out. I'm
114. 4:55at savvyandthriving.com.
115. 4:57I have over 400 sheets to help you to
116. 4:58organize your business, your home,
117. 5:01budgeting, school, lots and lots of
118. 5:03things. So, feel free to take a look
119. 5:04around. Thanks again for watching and
120. 5:06you guys have a great day.