BaseTao: How to Automate Your Purchase Tracking Using the BaseTao Spreadsheet
If you're regularly ordering through BaseTaoBaseTao Spreadsheet
What is the BaseTao Spreadsheet?
At its core, the BaseTao Spreadsheet is a customizable template, often Google Sheets or Microsoft Excel, that you tailor to your specific hauls. Instead of frantically switching between browser tabs and relying on memory, you consolidate all crucial information into a single, powerful dashboard.
Key Automation Features
With some basic setup and formulas, your spreadsheet can transform into an automated command center for your purchases.
- Automatically Calculate Total Spend
- Track Shipping Progress in Real-Time
- Record and Monitor QC Status
1. Automatically Calculate Total Spend
Manually adding up the cost of items, domestic shipping, and international fees is tedious and prone to error.
How to Automate It:
- Create columns for
Item Price (CNY),Domestic Shipping,Agent Fee, andInternational Shipping. - Use the
SUM=SUM(B2:B20)- Add a column that converts Chinese Yuan (CNY) to your local currency using a simple multiplication formula (e.g.,
=C2*[Exchange_Rate]). - Add a column that converts Chinese Yuan (CNY) to your local currency using a simple multiplication formula (e.g.,
Result:
2. Track Shipping Progress
Knowing where your parcel is—from the warehouse to your doorstep—is crucial.
How to Automate It:
- Set up columns like
Ordered,Arrived in Warehouse,QC Photos Received,Shipped Internationally, andDelivered. - Use data validation
- Leverage conditional formatting
Result:
3. Record QC Status for Every Item
Quality Control (QC) photos are a vital part of the agent process. Keeping a log of your assessments is key.
How to Automate It:
- Create columns for
QC Photos LinkQC Status. - In the
QC Status- You can add a
Notes - You can add a
Result:
Getting Started with Your Own Spreadsheet
- Create a new Google Sheet or Excel file.
- Label your columns based on the data you want to track (Item, Price, Status, etc.).
- Input the formulas for calculations and apply data validation/conditional formatting as needed.
- Start filling in data as you place orders through BaseTao.
The BaseTao Spreadsheet is more than just a list; it's a dynamic system that automates the tedious parts of managing your hauls. By investing a small amount of time in the setup, you save countless hours and reduce stress, giving you a clear, automated, and professional overview of your purchases from start to finish. Start building yours today and take control of your next haul!