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Old 10-17-2003, 06:30 PM   #1 (permalink)
John Prophet
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Your rebate/order tracking methods??

Ok, I am trying to get organized on my parts ordering and rebate tracking etc. I am not the best at giving price quotes so I need all the help I can get as far as keeping track of stuff.

So far I have an excel spreadsheet set up for tracking my inventory. It has columns such as "Catagory, Item(brand/model), Price, Dealer, date ordered, invoice#, comment, link"

Ok, thats a major step for me cuz it keeps me from having to do a LOT of looking up stuff when I want to price out a system build.

BUT, I still need some organization for the rebates and also keeping up with what I have ordered month to month etc.

What is the best way to implement such tracking?

I am pretty sure I want at least the rebate amount on my first spreadsheet shown above so that when I am looking up a price I dont have to look on a seperate sheet to get a rebate amount etc. Should I just put the price down MINUS the rebate to start with??

And then I want to have another spreadsheet to track rebates with columns for Item, dealer, price, rebate amount, date sent, date expected, date received, rebate center and maybe a link to the rebate.



Do any of you have a system for this type thing that is working pretty well?? I remember a few of you saying you had clipboard or such to track the rebates.

Gimme some ideas..thanks, JP

Oh yeah, I also have a simple spreadsheet to tell me the cost of a build....its just a column with the parts listed down the left side

like below

Case/PSU ___
Motherboard ___
CPU/Heatsink ___
Hard Drive ___

etc.

Then I just fill in the prices and I have a formula entered to just add up all the prices as I go.

Then it subtotals before the monitor is added in since sometimes they are sold without monitor. Any ideas to get all this running smoothly will be appreciated bigtime.

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