Optimize Your Logistics Invoice Format in Excel for Mortgage

Logistics invoice format in excel for Mortgage

foreign [Music] template that's available on simplesheets.com the shipping and receiving organizer will help you keep your customer supplier shipping and receiving data all in one place this template has tons of great features and will help you make informed and quick business decisions the simple sheets shipping and receiving organizer Excel template allows for easy organization and visualization of a company shipment information the template includes a shipping and receiving log in a convenient and organized view so you can make quick decisions using the analysis phase of the dynamic dashboard the introduction tab includes a list of the five main sheets included in the template that help you to enter and manage your shipping and receiving business data along with an explanation for each sheet the how to customize section of the introduction tab includes step-by-step instructions for how to customize the template to fit your business data needs the introduction tab also includes a short guide for how to use the template with Excel online compatibility you can use the side buttons in this template for an easy way to navigate between tabs on the lists page you can set all of your business drop down menus which will automatically be reflected in your log sheets for example shipping status shipping items with part number customer details receiving items and the supplier for each item on the shipping log sheet you can enter relevant data to keep track of your shipping orders start by adding your shipping date do not enter or remove data from the fields that are highlighted in yellow because they will automatically update add the purchase order number for the selected shipment then select the related customer from the drop-down list then select the purchase order item number and the item name will be automatically filled add the quantity for each purchase order select the current shipment status and enter the expected delivery date the actual delivery date field will only open when the status is changed to delivered at that point the delivery Gap metrics will be automatically calculated on the receiving log sheet you can enter relevant data in order to keep track of your receiving orders you will enter the data on the sheet in the white cells ing to the column header enter the order date purchase order select the related item number enter the order quantity set the delivery status then record the actual receiving date the yellow Fields will be automatically updated based on the raw data and selected items the purchase order cycle in days will calculate automatically as well the shipping dashboard will give you a detailed view for all of your shipments in Dynamic charts and metrics start by clicking the refresh button to reflect the most recent raw data added to the shipping log sheet also make sure you click the full screen button to maximize the screen view at the top of the dashboard you can see a summary of the metrics for your shipments you can also see a bar chart for shipping quantity compared to actual delivered to date on a monthly basis the other charts will display shipping quantity per customer top 10 shipped items shipping status per quantity shipping cycle per day and delivery time variance in days on the right side you can see a dynamic pivot table for the shipping orders log which is connected to the dashboard slicers using the dashboard slicers you can reflect the overall dashboard view ing to the selected items on the slicers the receiving dashboard tab will give you a detailed overview for all of your receiving orders and dynamic charts and metrics for more templates like this one visit simplesheets.com [Music]