1. Check Gmail everyday and respond to customers and factories.
2. Go to FedEx to ship some samples to customers
3. Use Quickbook to generate:
(a) Pro-Forma Invoices when customers email me a Purchase Order
(b) Our version of Purchase Order and email it to factories.
(c) Commercial Invoices and Packing List to customers once the goods are ready to ship.
(d) Record and Track payments from customers (checks and wire)
4. Use Excel to generate:
(a) Order status for each month (to get an idea if the factory is over product capacity.
(b) Shipping status monthly report (to let customers know where their orders are)
(c) My master sheet of Purchase Order reference (to let myself know which files are associated with what.
5. Save all the PDF's I received from customers and factories and arrange them into my own folder.
Those jobs itself are okay, the hardest part is how not to make tiny mistakes (that includes typo and how to respond to customers correctly) and make pretty Excel sheet. Dad is pretty strict about this. He even cares about the spaces between paragraphs in email. I now read 5 times before I sent out an e-mail. And most of the time, he insults me for any of the above reasons.
sounds like you can benefit from a single point of input allowing a central repository to generate all your forms... less mistakes, 300% time saved?
ReplyDeletesince you're using quickbook already, i think quickbase might allow you to custom generate forms. (plenty of items to work through though, the look and feel would probably change for one)
might be worth the research if you have the time.
It's very time consuming to check everything again and again to avoid mistakes. But I guess that's on the top of everything. quickbook is cool. I did play around with the customization. thanks for the headsup, derrick
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