Part Order Form

How to correctly request a part and properly maintain the form

Adding an Item to the Part Order Form

Make sure you are on the proper tab

This should be the first sheet you are on when loading up the form. Here you will be adding and reviewing your order.

The sheet you are on is highlighted as shown here. Make sure your Google Sheets page looks like this when adding parts.

Populate as many tabs as possible

The header on top of the sheet lets you know what information needs to go where, more detailed descriptions are provided below.

How to add information

It is preferred that you copy and paste as much information as possible as you negate the risk of misspelling words. However, when you copy something, you also copy the formatting which can result in entries looking like this after pasting:

Correctly pasted entry on top, incorrect entry on bottom

To prevent this, instead of pasting with Ctrl + v , use Ctrl + Shift + v . You can also paste normally but instead click the clipboard dropdown:

and select Paste values only

Name of Part

This should be the descriptive name. On many sites such as amazon, marketing and other miscellaneous words are used to boost the click through rates of products and only serve to pollute our document if kept in. An example how to trim a part name is bellow:

Here, the part name should be Jeremywell Roller Chain Puller Holder

Part Number/SKU/UPC

The part number, SKU (stock keeping unit), or UPC (universal product code) is the identifier of the product in a vendor's inventory. If you do not put this information on the part order form, the vendor might rename the product and we may not be able to fulfill your order.

This information is usually listed around the name of the part and should be easy to find.

Good practice: Using the UPC is preferred as it is consistent across retailers.

Note: Some vendors like Amazon typically don't have a SKU associated with parts as they are a fulfillment service and don't make a majority of the products they sell. Some of the resellers on these sites do provide a SKU and a brand name, so if you can write those down in the Part Description column that would be great.

Vendor/Link

This is self explanatory. If possible, hyper link the the product page to the name of the vendor.

There are multiple ways to hyper link in Google Sheets--I am just providing one example:

1. Type in the name of the vendor and highlight the text

2. Press Ctrl + k

3. Past in your link and hit Apply

There are premade formats for vendor names. If you do not use these you will break our record keeping system. Please use the following names for vendors:

• Vex

• Amazon

• AndyMark

• Best Buy

• McMaster-Carr

• CTRE

• Harbor Freight

• WCP

• Travers

• Grainger

• Home Depot

• Grizzly

If the vendor you want to order from is not on the list, please notify the team captain.

Price

This is the unit price of the part in USD.

Quantity

This is how many parts you want to order.

Total

This is the Price and Quantity columns multiplied together.

This is done with a formula, so please drag the corner of the cell above the cell you are on to copy the formula.

Requester

This is your name. This is so we can track you down if we need more information about the part.

Part Description

A brief explanation of what the part will be used for.

PO

This field is for Mr. Wippler to modify.

Date Added

This is the day you added the part to the Form. This is to help track which orders to fulfill first.

Order Placed?

YES/NO drop-down and should only be changed by Mr. Wippler after he fills out an order.

Received?

YES/NO drop-down that should only be changed when a package is received and all parts are accounted for.

Total 2022 Cost (Does Not Include shipping)

Total price of all items on the list.

This is updated with a formula--do not touch it.

Total of Parts Ordered

Total price of all items with the Received? column marked to YES .

This is updated with a formula--do not touch it.

Formatting the sheet

dotted line separators for part cells and thin solid border for header cells

Roboto 10 point for all cells

protected itemized sheets

alternating color rows up until order placed box

- blue and white

conditional formatting red/green for no/yes in order placed and order received cells

yellow total price cells

price format for price and total price cells

date format for date cells

All cells center justified except Name of part and description

delete extra rows and columns

lock the header bar

Sorting Data

filter views

slicer

pivot table