Step 1 - Open a working copy
Download your purchased XLSX, save a copy, open it in Microsoft Excel, and read START HERE.
Before you start
- Keep the original workbook as a master.
- Replace the fictional sample records.
- Edit input columns and keep formulas.
- Follow the worksheet names shown here.
Step 2 - Settings and month
Set your business details in Settings. Choose the reporting month on Dashboard, cell CU6.
Step 3 - Bouquet Menu
Set your selling price and standard material cost before recording transactions.
Step 4 - Purchases and stock
Use Flower Inventory, Purchases and Stem Usage. Mark purchases Received after receiving stock.
Step 5 - Orders
Enter the date, menu item, quantity and discount. Keep calculated columns intact.
Step 6 - Expenses and operations
Record each operating expense once in Expenses. Marketing tracks campaigns but does not automatically post their costs.
Step 7 - Dashboard, Reports and Profit & Loss
Review the selected reporting month. These figures summarize this one practice example.
Step 8 - Save and back up
Return to Excel and save your working XLSX. Keep a dated backup.
Practice notes are separate from your Excel workbook.