Order Books

tkroenlein

Well-Known Member
Curious how everyone manages their orders. I kinda lean toward "hard copy" type tracking. I have considered making up an excel sheet to print and keep in a binder, or purchasing some type of bound book that I could fill in. I'm open to any suggestions.

Thanks
 

Bruce McLeish

Well-Known Member
When I had my own business, I used Quick Books. It did everything like billing , invoicing, vendors, all you need to run a business. It's also very easy to set up and use.
 

Gene Kimmi

KNIFE MAKER
I have a white board in the shop that I write orders on, name, model ordered, handle material and any other details. I also note if it was an order from facebook, instagram or text message. This let's me go back and look at the discussion had when it was ordered.
 

John Wilson

Well-Known Member
I use an excel spreadsheet. As a part timer it’s all I need. It’s also super handy for repeat customers because their info is already there at a glance.

Additional tabs are there for material lists per design, if one is so inclined.
 

tkroenlein

Well-Known Member
I *could* use excel or quick books, but as a fella who spends about 90% of his working life looking at a computer, I've learned to appreciate doing things more of the old fashioned way.

Remember photo albums? You could thumb through memories. I suspect that as well as keeping track of what amounts to a pretty low volume of work, I'd like to build something tangible.
 

tkroenlein

Well-Known Member
I have a white board in the shop that I write orders on, name, model ordered, handle material and any other details. I also note if it was an order from facebook, instagram or text message. This let's me go back and look at the discussion had when it was ordered.
You build a zillion knives. How big is that whiteboard? ;)

I've already added a line for how they got ahold of me. That seems like good info.
 

chrisstaniar

Well-Known Member
I have a spreadsheet that tracks costs, gives me a total of my cost for a knife and then i have different profit percentages added onto the base cost.

For invoices and tracking, I use waveapps.com. It's free, creates nice invoices with my logo for my customers, can handle deposits, etc.
 
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