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List of the contents of this article:

• 1,OKX download How to make a customer information management system with excel
• 2, How to establish a warehouse management system with excel database
• 3, How to make a warehouse management system with an EXCEL form?

How to make a customer information management system with excel

1. Find the WPS2019 software on the computer desktop and create a new EXCEL document.CREATE A NEW EXCEL DOCUMENT AND NAME THE XX EXHIBITION CUSTOMER CONTACT FORM. TITLE CREATION, THE FIRST LINE IS CLASSIFIED AS MAILBOX, MAILBOX 2, CONTACT PERSON, CUSTOMER COMPANY NAME, WEBSITE.

2. Open excel and create a new worksheet; enter the content items needed to create a customer file (as shown in the figure); merge the customer file in the center, adjust the font size; adjust the font size and format of the table, adjust the row height, column width, center all the text, and merge the table according to the content; give the table Add a border and adjust it according to the needs of the enterprise.

3. How to use excel for customer management tutorial 1: Prepare and retrieve relevant data.

4. The first step is to establish the data source to be used in the query system and the items to be queried. ( As shown in the figure) The second step is to set up the query system.Choose B12 and click "Data" and "Data Validity".

5. You can use Excel to create a simple table inventory management system. The following is a basic step-by-step guide: Create a worksheet: Create a new workbook in Excel and create three worksheets: inventory list, incoming records and out-of-stock records.

6. In the pop-up box, select "sequence" in "allow", and enter "indoor poster, outdoor poster, reverse sticker, back glue" in "source". Note that the "," here is an English comma.

How to establish a warehouse management system with excel database

IF function IF function is used to judge according to the specified conditions. If the condition is met, one value is returned, otherwise another value is returned. In inventory management, the IF function can be used to determine whether the inventory is sufficient.

Use the built-in database of Excel. You only need an Excel file. Please refer to it.

Enter the material name, date, out-of-warehouse, in-warehouse and bresure information in the first line.As shown in the figure: Use the formula at the balance = number of warehouses + number of warehouses +? - number of warehouses - number of warehouses? After entering the formula and clicking the enter key.

How to make a warehouse management system with an EXCEL form?

Open the EXCEL file on the computer, and enter the header of the file first, such as the company's entry and exit registration form. Then enter the serial number, item name, date, previous balance, current inventory and other information in the cell below. Then enter the basic information such as the name of the item and the balance data of the previous period.

Create a worksheet: Create a new workbook in Excel and create three worksheets: inventory list, warehouse entry record and exit record.Inventory list: In the inventory list worksheet, create a column to record the information of each product, such as product name, number, description, quantity and unit price, etc.

First, double-click to open a new Excel worksheet and enter the editing page, as shown in the figure below. Next, you can track the appearance in the figure below and enter the information you want. Next, list the required names on the right, as shown in the figure below.

First, double-click to open a new Excel table and enter the editing page. Next, you can follow the picture below and enter the information you want. Next, list the names of the things you need on the right, as shown in the figure below.