For advanced buyers, meticulous planning is the key to efficiency and value. The ACBuy Spreadsheet transforms from a simple list into a powerful procurement dashboard when you leverage its filtering capabilities. This guide will show you how to organize your monthly shopping goals by categorizing sellers across critical performance metrics.
The Strategic Foundation: Why Categorize and Filter?
Moving beyond random purchases, a structured monthly plan helps you:
- Optimize Budget:
- Mitigate Risk:
- Streamline Logistics:
- Track Trends:
- Mitigate Risk:
Key Filtering Categories for Advanced Planning
1. By Item Type / Product Category
This is your primary organizational layer. Create columns like "Category""Specific Item", and "Target Price."
How to Filter:
2. By Historical QC Results
Quality is non-negotiable. Maintain columns for "Seller QC Rating""Common Flaws Noted,""PSP (Pre-Shipment Photo) Consistency."
How to Filter:
3. By Delivery & Logistics Performance
Speed and reliability impact your cash flow and planning. Track "Average Shipping Time,""Packaging Quality,""Warehouse Communication."
How to Filter:
Implementing Your Monthly Planning Workflow
- Populate Your Master List:
- Create a Monthly Planning Tab:
- Apply Sequential Filters:
- First, filter by "Item Type"
- Second, apply a "QC Results"
- Third, use the "Delivery Performance"
- Second, apply a "QC Results"
- Make Data-Driven Decisions:
- Create a Monthly Planning Tab: