Project Description
I run a packaged-water and cold-drink distribution service in Sitapur and I’m ready to move the entire record-keeping process into a single, reliable workbook in Excel or Google Sheets.
What I need built is a clear, easy-to-use file that:
• lets me enter each day’s deliveries in seconds,
• automatically updates the stock of 20-liter bottles in circulation and on hand, and
• rolls everything into accurate, customer-specific monthly bills I can print or export.
I already know the headings I want—date, route, customer name, quantity, bottle returns, payment status—but the formulas, look-ups, and structured tables that tie it all together are where I need your expertise. A lightweight dashboard or pivot chart that highlights low stock and outstanding balances would be a plus as long as it stays simple enough for my team to maintain.
Acceptance criteria
• Daily delivery entry updates inventory balances without manual recalculation.
• End-of-month billing sheet fills each customer’s total delivered litres, bottle deposits/returns, and amount due ready for printing.
• No external add-ins; the file must work in both Excel and Google Sheets environments unchanged.
• Clear instructions or short screencast showing how to add new customers and reset the workbook for a new month.
Hand off the finished file, any helper scripts you choose to write (Apps Script or VBA optional, not required), and concise usage notes, and we’re ready to go.