Ok, here we go- label 12 file folders with the months of the year. Staple all of the order forms from the party with the hostess's on top. I actually add a sticky note to the top with the date, hostess's name and the order number if I've had to order products- which I have had to do for all parties except for my inventory revelation last night.
Another consultant in attendance, suggested adding a 13th folder for back orders (this will help me GREATLY since I totally suck right now with the whole back order thing). Note- the ENTIRE packet from the party goes into the back order file so it stays together.
Place your parties for January in the January folder, and on and on and on.
Label 12 envelopes with the months of the year and place these in the corresponding file folders- this is for your receipts.
Previously I had my file folders in alphabetical order by hostesses first names. This was working well for me because unfortunately I've only had 1-3 parties a month and, at present, I can name all the hostesses. BUT, I'm making lots of changes which WILL result in me having more partie. :D
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| Tried 3x to rotate it grrrrr |
When we were discussing this someone asked about remembering when the party was if a guest called you at a later date. So I printed out a calendar to place in each file folder with the hostesses name on the date the party was held. This was very depressing for me to do because I had to see how few parties I've held each month.....which actually turned out to be a good thing because it's motivated me to get off my non-calling-crappy-follow-upper-unorganized-getting-organized-lazy butt and make a bigger effort to book more parties.
Because I tend to stick stuff in piles, then pile those piles into more piles, then move those piles to places unknown, I added file folders for order forms, hostess packets and recruit packets (I still need to find a spot for catalogs which I also misplace). I decided to do this after spending three days looking for my new small order forms that I was really excited about using but couldn't find- they were under a pile of who knows what under some pillows on my bedroom floor (I have no idea how that happened). So now when I go to restock my bag for a party I know where all of my forms and packets are- YAY!!
Some of you are going to cringe while reading this next part but I promise you I got it now! Receipts- I'm horrible at keeping them and to make matters worse, I've tossed all my invoices from past orders. I didn't know I needed to keep them until the day poor Sharee spent over an hour with me on the phone helping me get organized. I was very proud of myself for keeping my gas and toll receipts from my party last night! Well, the toll receipts at least.....I think the gas one might be in my wallet. I'm not sure if the invoices should go in the same monthly file folders with the party orders or in a separate folder so maybe someone can comment and offer a suggestion. I promise I'll keep them from now on!!
Oh wait! I just found four of them! See? I told you I'm multi-tasking! I saw a file folder I'd taken out labeled "original sales order sheets." Not sure why I thought that was a good name for that file but the ones I found.............................................are now safely tucked into the months I received them (unless they're supposed to go somewhere else, then they'll be moved).
So, yes, Christie, I did it. Your words stuck in my head from Monday night about going home and implementing what we'd learned at PRU and it may have taken me 2 days but I did it! I still have a few more things to organize but my paperwork portion is finished!!!
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