Sales and customer management
Spreadsheet Data Entry helps you enter data into spreadsheets quickly from your phone: create forms, fill in fields, scan QR codes and barcodes, add photos, and save records to Google Sheets or locally.
When a sale is completed or a new order arrives, I want to record the customer, amount, status, and date from my phone immediately so that the sales spreadsheet stays current and data is not entered later.
| Alternative | Limitations | Why SDE is better |
|---|---|---|
| Sales notebook or paper order form |
Data is entered into the spreadsheet later, and statuses or amounts may be missed or recorded inconsistently
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SDE lets you record the customer, amount, status, and date immediately in a prepared form without re-entering data; it uses status lists, number fields, and one shared spreadsheet.
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| Direct entry in Excel or Google Sheets from a phone |
On a small screen it is difficult to find the correct row and column, and formulas, previous records, or the spreadsheet structure can be changed accidentally
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SDE separates data entry from spreadsheet editing: the user sees only the required fields, and values are placed automatically in the columns configured for the “Record Sales and Orders with a Phone” use case.
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| Messenger or manager notes |
Orders are mixed with conversations, making it difficult to maintain a current register by status and customer
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SDE collects all required values in one guided form and immediately creates a structured row for the “Record Sales and Orders with a Phone” use case.
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| CRM or order management system |
Suitable for a complete sales pipeline but requires implementation and may be excessive for a simple sales register
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SDE can be launched without a full implementation: create a form, connect Google Sheets, and use only the fields required for the “Record Sales and Orders with a Phone” use case.
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Download SDE, sign in with Google, and grant access to your Google account so the app can work with your Google Sheets.
The app is ready to work with Google Sheets.
Prepare a Google Sheet and create a new SDE form that will send data to the required worksheet.
The form is connected to Google Sheets and ready for field configuration.
Configure the fields users will complete on their phones and specify which Google Sheets column should store each value.
The form is fully configured and ready for data entry.
Open the completed form, fill it in on your phone, and send the first record. The data will appear in Google Sheets immediately.
The data was submitted successfully and appeared in the spreadsheet.
Ready-to-use Google Sheets template: Sales and Orders
Copy the ready-made spreadsheet to your Google Drive, connect it to an SDE form, and start collecting data from your phone. The template already includes the required columns, formulas (where needed), filters, and a sample row.
Open templateAdd a sale or order immediately after the transaction.
Order number, customer, contact, amount, status, date, manager, and comment.
Add a list field with values such as New, Paid, In progress, and Completed.
Use a Number field and map it to the amount column in Google Sheets.
Yes. Add a separate Date field and map it to the required column.
Add a Manager list field or use a fixed value in each manager's personal form.
