Automatic Purchasing Management Spreadsheet in Excel

[soniya55531]

Learn how to create an automatic purchasing management spreadsheet in Excel and make your work easier with this powerful tool!

If you prefer this content in video lesson format, watch the video below or access our YouTube channel !


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Automatic Purchasing Management Spreadsheet in Excel
In today's class, I want to show you how to create an bank data automatic purchasing management spreadsheet in Excel!

Many people are still afraid of using Excel for some activities, and today I'm going to show you how you can use it to make your work easier with this purchasing management spreadsheet.

We will create a purchase record and a product record from scratch, so you will have a database of your purchases and the products you buy frequently.

Now that we’ve done that, let’s see how to use data validation to allow only registered products to be purchased. Finally, we’ll automatically retrieve this information using VLOOKUP!

So, did you like this idea? Then come with me to build your automatic purchasing management spreadsheet in Excel to make your work easier and perform an even better and more detailed analysis of your purchases or your company's purchases.

Creating the Database – Purchase Record
To start our automatic purchasing management spreadsheet in Excel, let's open a blank file and create our purchasing record table.

Within this table, we need to think about what information is relevant to our spreadsheet and our objective. This information will be the columns of our table and may vary depending on your company or the objective of your spreadsheet.

For our example, we'll add the purchase date , product , category , quantity , unit of measure , and amount paid .

Relevant information
Once this is done, we can fill in this table with some initial information , with records of some purchases. As an example, I will develop this spreadsheet as if it were made for a carpentry company . You can adapt it to your reality.

table with the filled information
With the values ​​filled in, we can select the paid amount column and change its formatting to currency .

Formatting as currency
We can select our table, go to the Home tab and select the Format as Table option .

Format as table
We can even change the name of this spreadsheet in the footer to Purchase Record .

Changing name
Creating the Database – Product Registration
To finish our purchase registration table, we can create a product registration spreadsheet. This spreadsheet will be used to have greater control over the products that are registered in the purchase table.

For this table, we will pass the information Product Name , Category and Unit of Measurement .

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