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:
- Populate & Calculate:
- Analyze QC Data:
- Compare to Budget:
- Set a Refinement Goal: