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hello everyone welcome to my channel today's topic is business management and business management is completely today's need and how to manage your presence with your data and what are the benefits to use google sheets when we are preparing the management for your presence and some service providers also can use this type of layout uh you can we are going to use your dummies but you can use your own product details here um we are going to use the journal things like date category invoice numbers client name credit debit payment status product one two three these are the dummy products so you can put your own products like bicycles or in a sports football bat or something else you can whatever you feel what what product is in your line you can put as per your need and here in our business management what we are going to do we are we are going to divide in two portions this one one is a front end and another one is the back end here what you are watching on your screen is a backend uh the little layout i have prepared as per our beginning and here we have we put the name sale data and this is all is stored automatically by google drive it is here if this is a google drive everyone knows about google drive i don't think so that i need to spend my time over here so automatically save all the google sheets in google drive so this is the benefit also we we have got over here and in short we are going to learn about the tools also file edit view in view also we have freeze so we can freeze number lines also here like a line or columns whatever wherever we want to freeze just like excel so here we can do the same thing like row one i have freezed and this is our row one and now if we are scrolling down you can see the numbers if you are scrolling down so we are at the same place and we can see our headers this is this is a grid lines so we can remove these are the grid line basically so we can remove or we can change the color so it it it can show us like that also like if you want to see and on this portion also we can define them with the border lines so here let's come back to the grid lines if we remove it it becomes blank so we can use this blank white board and we can use these bottle lines also so it depends however we want to use so gridline just to to know your area and then protected ranges and this we are going to learn how to how to protect your ranges and worksheet that is all about locking your worksheet and the cells which you want which user can use which user cannot use so the formula bar is again the formula bar if you want to hide you can just put this and just take off and then take on to it however you want so these are the basic things in them in the view tool again let's go to insert insert is again basic things here and the charts definitely we are going to use image also we are going to use we can fetch images and the drawing drawing is again we are going to learn here and the functions again the tick box ah these are the few man new things tick box okay now here uh the stick box is just like you put this tick box if you if this is the true value if you if your check checkbox is on if your checkbox is not on it's false so you can see false here you can see true here so how we are going to use if you if you are preparing a notes for you like notes it's just a quick reference what i'm going to use uh note you're making and say to do every day morning what what is your you know you want to have breakfast or you have a meeting okay it's a meeting at 2 00 p.m right so once your meeting is done and how do you how do you check mark your daily job that you are done okay now suppose this is your work and it has been done now how you're going to get it done so you go to the format conditional formatting and then here you are going to use strike that this work is being done if this one is on check mark is on now for check mark we we're going to use custom formula there are many formulas over here that that we can use uh one by one and you can test also yourself but in this video i'm going to show you just overlay um is equal to this a custom formula so you have to decide that which one is selected so it becomes this one so the b six so p six is equal to true down we say that this one will get strike the work is done so being done now if you we're using this one you see the work is being done the meeting is over so it'll be like crossed that's how we are going to use if in the morning if it is not checked your work is pending so you can uncheck it that's how you're going to use your checkbox also okay this is just a little reference we are not going to use here so it just it came on the way and you can use it accordingly and the same way you can remove from here the conditional so in a quick way so here um these are the few things in the insert link is again the same uh we can link our urls and we do to reach over there okay these are this is a format and format is with the numbers and again you can decide to your number should look like how and the date should be in what format date time duration you want to make your own format depends the more currencies you want to make you want to you want to keep a distance in between the dash you want to apply upon it so however you want because you want to customize your format you can do it here so these are the basic things and the text wrappings you know text rotation is again the con condition from formatting conditional formatting we have done it just now now a little example which i have shown during checkbox so this is how we we do all things now let's come back over here for the data we'll do it just after this okay now we have selected this data first we are going to make a data back data and which we call back end and then we are going to create a front end and in front end the staff members in the business they are going to use and the back end is is with the management so i have divided these sheets into two ways all one worksheet is with the management that is a backend and one sheet is with staff which is the staff is going to use with the front end and both are going to get saved into google drive now the one i have already made it and another one i'm going to call google sheet that's how we we do all the google sheets in the google drive right click and then you get google sheets google docs however you want whichever you want so go google you selected them undone it will appear and then you can name over here it's working yeah so you can name here that one we kept it management backend and this one is a staff okay that this will be front end so the staff is going to use handle to save data into the backend area okay so that's how we are going to use for the complete business man business management so one is the staff from here they're going to use as a front end and they're going to save data into the management portion now in the management we have we have the sales data one tab i just put the name sale data so we are going to use sale purchase expense and then stocks and there are many things independence so that's what the total structure called business management so here what we are going to do that what um sale first of all sales we are going to handle the sale is having date category invoice number client name credit about the payments credit or debit and then payment status and the product which product we have sold so we have four products out of here and now here how we are going to use right now let's work on back end and uh in next video i'm going to show you in of about front end and the connectivity of both now here uh this is a date first of all the date we can create with the data validation so data validation we are going to you this is a very important feature which google sheet is providing so we are going to use this did so for the date we are going to select here so we are going to select date here we have list from range list of items number tags date or customize also we can use tick box again we can use it here so for let's choose date here we're going to use other also definitely just after this you will see one by one we are going to use somewhere so first date is date is coming here so we are going to use take let's select it is a valid date and then we are going to reject any input we don't want any input into that so this validation is for a2 or we can use it for complete range if you want then you select a2 to a range a range means this if you put a like this so the range will be covered completely with um thousand rows or however how many rows are coming doesn't matter if you select a limited rows like 100 rows only then it will be like limited if your if your data goes beyond that it it won't give us the appropriate results so we need this way a okay and then let's save now here if this gonna happen now what happens if we double click upon that the date will come like that if someone is going to put something else it's going it's going to reject so there was a problem the data that you entered in cell a2 while it's that data validation rules sit on this cell so all this pattern it depends upon the the rules set of rules what we are deciding and what we are designing that's what we are going to follow and that's what these cells are going to follow and here these this is for the date and if we select let's hold from this corner and we want it for let's say 25 rows so it's done okay now if we do it here it'll become same if we do it here it'll become it'll come same now after 25th if we do it here nothing will come oh sorry yeah it's coming upon every row is carrying because we have taken a complete a rows so a rows are having date format now this format has been set so let's go on the category now in the category of this in the business management in the into the sales data we need what type of category we want the category means um the sale is a white sale or non-virtual there are two type of categories in the presence so how we are going to put this one so again we will go to the data and again data validation that's why i said that data validation we are going to use rapidly and every time so this time we are not going to use date we are going to use list of items the list of item means we are going to use few items just here to make our category so we have our category is a vat and the cell is not vat so this cell is a one sill is the category is a wet one and another one is in non-vat so it depends upon that so reject it if anything else comes up so again for what range complete b category d row completely cover up with us now save okay so here we got drop down menu and we got fat and non-wet so here we have two categories right fat and non-mat that's how we are going to identify all the things now here this one is also really good so what i'm covering up i'm covering up um in short-term company covering up all type of different uh scenarios how you can get your data in different ways so there are many ways to do one to get one result so we are going to analyze and we're going to use all of them okay as per this video now it depends upon you what else you can do and depends upon you also so what we are doing here just to showing you different ways different manners to access your data and here is a noise number now it depends now if you want your staff to feed uh dates with their with their punching letters and they can punch some sometimes they punch wrong numbers so it depends we are not going to give them any option that you can choose yourself so for that we are going to make a pre arranged data this data is completely background a general background in which we are going to give invoice numbers in which the invoice numbers are already predefined and the client name the list of the client name also so here we have taken the client to one client 2.3 hope you understood them so you can put the company names xyz or abc so it depends on how how do you want it what type of client list you have you can put it over here and you can use it accordingly so far for just an example i'm using this one client 1.2 3.3 as on and the same the invoice numbers also i have taken the dummy one over here now here we have data journal data and the sale and the sale how what we want and how we want invoice number in invoice numbers now we want to pick up those figures now that range you want to pick it up now let's go to data again and then data validation now this time we are not going to pick it up date no list of item list from a range we are going to pick it up and which range slide go to data and then invoice number we are going to pick it up from here shift and down we are going to select now if you select like this it could be the you here we have we are limited with 113 as a dummy figure so it could be could be possible that you you have thousand uh number of one in watch numbers and drop 2 000 number of inverse numbers so it depends it's unlimited so it depends upon your presence so here we are going to for that reason we are going to pick it up complete rows and for that we are going to leave p as it is so once we click okay our data has been picked up this one and then we rejected if we don't want anything as manual so we're going to choose basically from the drop down menu that's what we're going to do all right and here um we want it in cell c and thoroughly in the c okay save so what happened let's look up here now here our complete c column is covered with a data range of invoice numbers like this we have all predefined invoice numbers over here now there will be no mistake by your staff by feeding data one by one so this is that's why we put predefined data and how we we pick up data uh from uh data general data this is a journal data background backup so backup is also very important for nothing now the client name we needed same way the client name is also predefined we are going to pick up again from the data validation go to the range and we are going to access here again data sheet and this time we're going to pick up the client detail shift down the moment you go down and you find f5 remove this one we want complete rows okay here where we want it on complete d so okay reject we don't want anything manual so we need drop menu yes so let's go to cell data here again we got all the client list here we have all the our client names it's here so now we have client name and this is our credit and dammit amount it will come manually and here we are going to get the payment status another what type of images is what what we consider that women's payment status is into what category is one is paid on one is pending so that's what what we are going to do and again we are what we are going to do we will go to data again data validation and this time we are going to list of items and here we are going to mention paid status and another one is banding either client has paid or it's the other invoice is spending so it depends upon that so there is nothing in between so we you will use paid comma pending use comma to separate your category so we'll have a drop down menu as per these items paid and panning again reject okay and here we are going to use we want it completely g column save it and here we have paid or pending status of the payment so this is how we are going to use so this is our product one two three and here we're going to use how many products we have sold category quantity means one two what how many pieces we have sold okay so this is a product name i'm not going to mention that ball bat or smart anything else pool table or i'm not going to use bicycle or spare parts or anything else now here you you can assume the product one but you can change in your project and you're going to choose as per your your product name right so this is product one two three four we are going to use here you can use any n number of product numbers or names so i hope i'm clear with this uh with the backend this is the back end what how we are going to use suppose what we have done now let's make one cell okay now we want to make one cell once a la is on day 31st we have we can change the format also if you want if you want we can change format also and what type of format you want that depends again go to the format it's number now here if you want format what type of format you want of the date you want date like this the date month and year then you choose this one so it'll come like that so you can do um however you want so it'll come accordingly so we can use it paste it however numbers okay now the format is covered up now this is our date we have we chose and the category of the sale is vat based is not tax exempted it is with tax so with tax means vat is included in your sale the invoice number we are going to use 100 suppose under number the client team what is the name of the client maybe the client we have taken the client number 10 is coming up and he bought the material for say 10 000 and um now did he paid any money said no he didn't paid zero and then this is the payment stated expanding it means and then what he bought product one two three four which one he bought so maybe he bought product number or two he bought ten pieces of this so then we can this is our for sale down so our staff is going to fit in in the front end and this that is how you're going to get it in the back end i wanted to explain you this thing because i wanted you to know that how the back end is going to work because first of all always make your back end so the back data is very important to prepare otherwise you cannot prepare your front end and now the back data will will be prepared like this and here again the second date suppose on same date we have made new non-vat tax exempted sale the sale number is 101 and the client number is two means by name is due and we've sold things for 2000 bucks and the 2000 he paid even and we say the status is cleared it is paid and what he bought is like two items of this and we can say two items of this inbound so that's how we can define our data completely and it will it can be very useful when we are getting all the things this is just the basic things and it's not like very um half a things i'm explaining here so it is just the basic things here how to use your data and the formats and all these categories how we are going to use because we are we are going to use in our script uh all these things but first of all the layout should be should be laid down properly so this is a back data we have prepared for the sales this is the sale data and this data journal data how we you how we are using that that's also very it was very important to explain that the basics are clear here and we have prepared our our back data and then now we are we'll see the synthesis of our staff and our staff is going to prepare accordingly uh this uh what you call a back end uh in the back end we can see now we need all these things uh date category invoice number incline name click ready debit all these things so we let's pick it up over there let's prepare our front end a little bit so you should understand i don't want to make this video too lengthy so you should make it up uh understand very quickly date we need it and we have category category we have invoice number we have we have a nice number we have client name we have point name we have your credit and debit grad our sorry debit and then we can say this is the status beam status payment status and then list of products what we have and then let's start product is the product we can depends where we want to put we can put it here also product one product ronda now here i want to explain one more thing like here protect one two three we are just putting all these numbers but there is a way to do this also so we can we can drag also like if we have four products we can drag it here so is this is also a way to get the increment so this is just an example so we can do it this way also so you can put your product name as per your demand so this is how we are going to do it here uh the layout and then let's put here let's cover up this way and here we're going to use our color this blue background and here we're going to use for the input boxes let's select with the command and we're going to do command and select one by one to use last time you can do it quickly we need to give the background white and then we need to give shape of boxes so it should look like a boxes we are dealing with and then we need um header the proper useful header we are going to use here this header is going to help us for many things so this header and okay here we are going to this time we're going to sorry i think my internet is went off for time being but what we can use is