PORTAL GUIDE

SALES & TAX LOG

Example Log:

Sections Explained:

TYPE OF PAYMENT: Did you take payment with Square? PayPal? Get a check? Cash? Keep those records in this section.

TOTAL SALE PRICE: Total sale price would be the complete order total you received from however you took payment. 

                                     (EX: this includes Price of product, shipping you charged, & Tax charged)

TAX FROM TOTAL: In this section you want to put what the Tax total was  you had charged in total sale price.

SHIPPING FROM TOTAL: In this section you want to put what the shipping expenses were you had charged in total sale price.

QUARTERLY SALES TAX: Do you currently pay sales tax on your product? This section was designed to simply mark and refer back to whether you will owe back the sales tax collected or wether the amount of money received is exempt from paying sales tax. This at a glance feature will help you easily total the amount due at the end of each quarter (if  you file quarterly) .

PROCESSING FEES: Refer to “TYPE OF PAYMENT” section to see how product was purchased and what percentage they took from using a credit card or commission.

CONTACTS

Example Log:

Sections Explained:

COMPANY: Not all contacts will have a company to fill in this section, but this will come in handy if you have several contacts for a business you  work with regularly or you can modify this section to accommodate another need you may have. 

CLIENT: A section to document whether or not the contact has purchased from you or not. 

NOTES: Use this section in any way you feel most useful. This Section can be commonly used to keep track of where you may have met this specific person, what they might be interested in, follow up calls, etc.


MILEAGE LOG

Example Log:

Sections Explained:

REASON FOR TRAVEL: Did you need to go out to get more supply? Drive to a meeting? Its important to keep track of not only how many miles you drive related to business but why you had to drive. 

START LOCATION / ODOMETER START: Use this section to keep track of the start of your miles by either what your odometer number is starting at or by location. If you choose to start by location, you can use your GPS to see how many miles it is from start to end location and keep track that way. If your choose to do by Odometer number, you will refer to what the miles on your car read. *We suggest you document either one way or the other, that way there will not be any confusion and you can pick what works best for you.

END LOCATION / ODOMETER END: Use this section to keep track of the end of your miles by either what your odometer number is reading at end of trip or by end location. If you choose to start by location, you can use your GPS to see how many miles it is from start to end location and keep track that way. If your choose to do by Odometer number, you will refer to what the miles on your car read. *We suggest you document either one way or the other, that way there will not be any confusion and you can pick what works best for you.

TOTAL MILES:  You will need to add what the total miles were in this section for each trip. Total off all trips will automatically calculate for you once you have more than one trip entered into the table.

INVENTORY MANAGEMENT

Example Log:

Sections Explained:

LOCATION: Use this section of the table to keep track of where that specific product is currently located.. Is it at a gallery? In the studio? At your house?

AVAILABILITY: This section gives you 3 options. Keep track of whether that specific product has SOLD, is AVAILABLE,  or is out on CONSIGNMENT. 


BUSNIESS EXPENSES

Example Log:

Sections Explained:

PAYMENT TYPE: Did you use your credit card? Cash? Keep track of what method of payment was used to make purchases in this section.

DESCRIPTION OF GOODS: Document what the business expense was.

LOCATION: Keep track of the stores and vendors you purchase from. (Will be helpful at a glance if you need to refer to or find hard copy of receipt)

* REMEMBER TO ALWAYS KEEP HARD COPIES OF YOUR RECEIPTS