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Blank receipt form for small businesses

hey guys it's melissa happy friday we are going to do something a little bit different today we are going to uh talk a little bit of business so um hello and thanks for joining this is uh a little bit different than what we're normally doing so happy friday um today we are going to talk all about how to keep track of your orders for your small business so this is one of those questions that i get all the time it is how do i keep track of all these orders that are coming in so 90 of people who get a silhouette machine buy it so that they can make something for themselves for their kids for their grandchildren as a hobby whatever and what ends up happening is the neighbor finds out the teacher finds out this coach finds out and before you know it you have people saying can you make me and then you have text upon text upon text from people saying can you make me and what ends up happening is you get unorganized you are spending too much time trying to keep orders in order okay so we are going to get organized today i get asked what is the best way to keep track of orders and i can tell you from someone who lives on spreadsheets it's back to basics with the spreadsheet so what i'm going to show you is the free tool that you guys have anybody can sign up for um and you will be able to use this to help with your business okay so um the first thing as long as you have a google account or want to create can create a free google account you will be able to do this so i'm going to go away for a minute so that you can see the rest of my screen and we're going to walk through this together okay all right so what you want to do is you want to go to your google drive if you don't have google drive just google google drive and then continue to your google drive you can create an account you don't even want to see what i have all here um and what you want to do is you want to create a new you want to go up to new and create google forms okay so once you get to google forms this is an option that everybody has okay this is super easy it's super free and what it's super free it's super free um what you're going to do is walk through this form you're going to create this as the order form for your business so let's just say that i have a business called melissa's silhouette small business okay so i don't know what you sell but what you want to do in this form is create um various ordering options that are going to eventually we're going to dump them into a spreadsheet this is going to happen automatically you are going to get updated automatically and then you are going to know when you have orders automatically so let's say in this um business that i sell cups okay so we're just going to focus on that for right now so the first thing is you want to tell people you need people's name right like it's just required um and so you're going to play say tell it in google form that this is a required um option here okay this answer is required then you need to add another question the next question is best way to contact you maybe or you know email again required so all of the pertinent information all of the required information you want to put up front okay do you want their phone number again what you put here is up to you but this is um information that you want to collect at the beginning then you can start with what they want to order so let's say you have you offer a 20 ounce cup and a 30 ounce cup so you could put here cup size okay this one you could make multiple choice 20 ounce 30 ounce let's do call it skinny let's say we do a 20 ounce and a 30 ounce skinny and then let's say we have mug like a 16 inch mug 16 ounce mug okay those are your options all right and you again multiple choice this one's multiple choice these others were see the short answer again this is required then you can put let's say you have um color options okay you're gonna put all of your color options here do you only have like cup let's do a cup color again i'm just making this up all right if you only want them to pick one check box okay required this is all information that you want and you can continue to go on you know whatever the case may be now obviously if you're using etsy or something like that you don't need this this is specifically for you have people who are messaging you dming you texting you um through you know traditional text message through your direct messages on facebook through your direct messages on instagram it ends up becoming way too much stuff people are emailing you and what's going to happen is it's going to all get lost so you're going to create this form and what's going to happen is when those people contact you and they may still contact you through the direct message you're then going to be able to send them this form okay so we've created our form and what we're going to do is we're going to then go up to the responses tab now this so far you have no responses you are accepting responses but what you want to do before you start providing the link for this is you want to create a spreadsheet so this spreadsheet is going to anybody who fills out the form the information is going to go to the spreadsheet so let's call this melissa's um shop order form orders okay create now watch what happens it automatically creates me a spreadsheet that has all of this information in here okay now what you can do next is go up to tools and tell it that you want to turn on the notification tools what this is going to allow you to do is it's going to notify you automatically when a new op when someone fills out a form so you can say a user submits a form do you want a daily email or do you want to get the email right away okay so that's an option that you have there all right so now you're done with that now you're gonna go back to your form you still have zero responses okay but what you need to do now is you you can customize this if you want you could customize the theme these are all just you know different things that you could do let's say my my shop has more of a blue theme i can put a header up there for you know if i have a logo different things like that you can go through these options then you can go to the settings you want to collect the email absolutely do you want to limit to one response so this means that someone fills out their form and then they can't what if they want two cups okay and you don't have a quantity on your form so do you want them to be able to edit it i would not allow them to edit it because what might happen is what if they change their cup color from black to white after you've already created the cup i would not allow them to edit but again this is all up to you then the most important option here is send so this is not actually going to send the form to anybody but this is where you are going to get the link that you can share with people so here you have this second auction option looks like a little paperclip you can click shorten if you want it's going to give you the link to your form so now you can put this let's say you go to instagram let's say you have an instagram shop and you know someone dms you you can send this the link that you had directly back to them or instead of the link that you have in your bio you could put that order the this link here and instead mine says get them to your inbox for a blog post but you could say fill out the order form and you would have it right here or you could direct message people when they send it to you okay and so let's watch what happens um i'm gonna open another tab here i'm gonna open this up and i'm gonna i have my form so now let's fill it out so you can see what happens okay i'm not going to give you my phone number but i don't need anybody calling me cup size i want a a 20 ounce black and again you would have more information and i'm going to submit and it's going to tell the person and you can customize this as well that your response has been recorded now watch what happens if you go back to your spreadsheet here is the information so automatically has gone into here so all you as the business owner need to keep track of is this one form and you can actually it doesn't even have to be a spot on your um on the form itself but you could have another um column here called status and you could say in the works or whatever oops in the work in the like pending you know or uh complete or whatever the case may be but what you have here is not only have you collected all of your orders in one easy spot you've eliminated the need for people to continually email and text you which is just going to take up time you are streamlining this is a hundred percent free you can see that in the last i don't know how long we've been on here five or ten minutes um this is something that is very very easy and fast to set up you can set it up once and then be done with it and if you need to go back and edit your form you can go back and do that um but once you get the information from the customer then you can reach out to them if you need to and ask them hey i got your order for your 20 ounce black tumbler i just want to confirm that i have received it and your order will be available it'll be shipping out in you know three to five business days or whatever the case may be now you need to decide what other information you need on that form if you're shipping their shipping address if you have you know 10 different options for the design that can go on that mug you're going to want to say like these are our options and maybe you do something like abcd and then each one is described on the website and that's how they know which one they want to pick different things like that maybe if you're making monograms tell us the exact order of the monogram that you want so those are the types of things that you can put in the more detailed information in that form here and the less time you will have to spend going back and forth with customer on the type of information or the type of order that they are trying to accomplish okay all right so this is one of the ways that i um highly recommend that you try to get organized because believe me when i started this this whole thing eight years ago i was um this is exactly what happened to me i bought my husband gave me a machine everybody starts finding out you have it then they're asking season i want them in gold instead of silver and then somebody else comes along and they want the same thing except they want eight but they want it in a different color and you're like before you know it you're overwhelmed okay so stay try to stay organized with it all right now i have a whole lot of um as you can imagine i've been doing this silhouette small business um has turned into an entire small business for my family i no longer sell uh product because i am now like just completely wrapped up all of the information that i learned when i had an etsy shop when i had a facebook shop um including some of my best sellers and different tips and tricks into um a guide and i that guy the ultimate silhouette guide um cutting a profit has been out for years um it's still one of our best sellers so if you're interested in that and more business tips i did throw the link up top for you guys you can grab it um and everything is jammed in there and there's a whole series of like worksheets and stuff as well as um there's a whole worksheet of here's some responses you can give and how to set up your policies to avoid you know um difficult conversations with customers and we have how to market there's worksheets on that there's worksheets on how to time block and how to deal when you know a lot of people believe me i get your i understand a lot of people are dealing not only with trying to run a business but also they have their kids at home or it's summer thing information tips tricks on how to um how to run a business successfully while not completely burning yourself out and having a little bit of balance yes it is kind of possible for example this morning bob and i went on a two-hour bike ride to the coffee shop and then i decided okay now i will work so you have to have a little balance and you can still do it you can still do it all as long as you prioritize and organize and get yourself which dumps into the google spreadsheet can be done through google drive and it's all free uh to set up all right all right you guys i hope you have a fabulous weekend i'll see you soon