For professional bulk buyers and sourcing agents, efficiency is currency. A customized spreadsheet isn't just a tool; it's your command center. This guide walks you through duplicating the core ACBuy framework, tailoring it to your workflow, and mastering order tracking from categorization to final shipment.
Step 1: Duplicate the Foundational Spreadsheet
Start by creating your master template. Use Google SheetsMicrosoft Excel
Supplier, Product Description, Link/Image, Quantity, Unit Price, Total Cost, Status.
Step 2: Implement Smart Categorization
Transform your list into a searchable, filterable database. Add these columns:
| Column | Purpose | Data Example |
|---|---|---|
| Category/Tag | Group products (e.g., Electronics, Home Decor). | Kitchenware |
| Client/Project | Assign orders to specific clients or projects. | Client_A_2024 |
| Order Date | Track timelines and sort chronologically. | 2024-10-26 |
Pro Tip:FiltersPivot Tables
Step 3: Systematize QC (Quality Control) Data
Add a dedicated QC section to the right of your main table. Key columns include:
- QC Date:
- QC Result:Pass, Fail, Pass with Notes.
- QC Agent:
- Issues Found:
- Action Taken:Rejected, Repaired, Accepted.
- QC Photos Link:
This creates a vital audit trail and simplifies communication with suppliers regarding defects.
Step 4: Integrate Shipping & Logistics Tracking
Complete the lifecycle by adding a shipping module. Essential fields are:
Shipping Method | Tracking Number | Departure Date | Estimated Arrival | Actual Arrival | Customs Status | Final Delivery Proof
- Automation:=IFS()Actual ArrivalEstimated Arrival).
- Centralization:
Master Your Sourcing Pipeline
By investing a small amount of time to duplicate, categorize, and enhance
Start simple, then iterate. Your spreadsheet should evolve with your business.