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OrientDig: How to Create a Monthly Purchase Summary

2025-12-11

Streamline your sourcing and refine your buying habits with a powerful tracking spreadsheet.

Why Track Your Monthly Purchases?

Successful sourcing isn't just about finding great products; it's about informed, consistent, and efficient buying. An OrientDig Monthly Purchase Summary

Building Your OrientDig Summary Spreadsheet

Create a new spreadsheet with the following core sections to capture every critical detail.

1. Purchase Log & Financial Overview

This is the foundation of your summary. Record each transaction in a detailed table.

| Date       | Supplier | Item Description | Unit Cost | Quantity | Total Cost | Shipping | Total Weight (kg) |
|------------|----------|-------------------|-----------|----------|------------|----------|-------------------|
| 2023-10-05 | Supplier A | Ceramic Mug      | $2.50     | 100      | $250.00    | $45.00   | 15.5              |
| 2023-10-12 | Supplier B | Cotton T-Shirt   | $4.80     | 150      | $720.00    | $85.00   | 22.0              |

Monthly Totals Row:

2. Quality Control (QC) Results Dashboard

Link financial data to product quality to assess supplier reliability.

| Item Description | Units Sampled | Defects Found | QC Pass Rate | Supplier | Actions Needed |
|------------------|---------------|---------------|--------------|----------|----------------|
| Ceramic Mug      | 10            | 1             | 90%          | Supplier A | Discuss glaze consistency. |
| Cotton T-Shirt   | 15            | 0             | 100%         | Supplier B | None - Excellent. |

3. Monthly Analysis & Insights Section

This is where you turn data into strategy. Dedicate a space for key metrics and written review.

  • Top Spending Category:
  • Highest/Lowest QC Score:
  • Cost-per-KG Trend:
  • Habit Refinement Goal:

The Monthly Review Ritual

At the end of each month, follow this process to extract maximum value from your summary:

  1. Populate & Calculate:
  2. Analyze QC Data:
  3. Compare to Budget:
  4. Set a Refinement Goal:

Stay Organized, Refine Habits, Grow Your Business

An OrientDig Monthly Purchase Summary

OrientDig