Still copying orders
between spreadsheets?

I build small tools for wholesalers so the same order is never typed twice.

See the example ↓

Request a free workflow review

20 minutes. Show me what your team keeps doing by hand.

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What clients say

  • “I got my weekends and evenings back. I can breathe again, and that’s immeasurable.”

    Jessica Alexander
  • “It’s freed us up to focus on designing the jewelry we love.”

    Justin
  • “We’re a small team, so anything that doesn’t get finished during the day usually ends up on my desk at night. Harley helped simplify some of our recurring paperwork, and I’m spending less time catching up after everyone leaves. It’s been a noticeable improvement in my week.”

  • “One person on our team knew how to put all our product documents together, which made things difficult whenever she was out. Harley built a straightforward process and walked us through it. Now someone else can step in without having to figure everything out from scratch. That’s been a big help.”

  • “We had several things we wanted to improve but weren’t sure where to start. Harley helped us choose one task we do every week and gave us a clear price for fixing it. We’ve been using the finished tool regularly, and the difference is easy to see. We’re already discussing the next project.”

Example 01 · Spreadsheets & documents

The work
between the work.

A wholesale team copies the same order between files. Here’s one way a custom workflow could connect those steps.

The manual way · Copying

Still copying
between
Excel files?

An order arrives in one workbook. Someone puts the same details into another.

Customer Orders.xlsx
B12:D12OS-104-OLV-M
Source customer order
SKUColorUnits
12OS-104-OLV-MOlive24
13CT-210-CHK-LChalk48
14TS-082-INK-MInk36
Buyer orders3 order lines
Order Tracker.xlsx
B8:D8Same information, another file
The same order copied into the tracking workbook
SKUColorUnits
8OS-104-OLV-MOlive24
Order trackerCopied by hand

One order. Two places to maintain.

The manual way · Rebuilding reports

Two spreadsheets.
A third
to update.

Match the order. Find the packed quantity. Work out what is still left. Repeat next week.

Orders.xlsx
Order quantities, matched by order number and SKU
Order / SKUUnits
1048 · OS-104-OLV-M24
1049 · CT-210-CHK-L48
1050 · TS-082-INK-M36
Packing Log.xlsx
Packed quantities, matched by order number and SKU
Order / SKUPacked
1048 · OS-104-OLV-M24
1049 · CT-210-CHK-L36
1050 · TS-082-INK-M0
Weekly Report.xlsxDraft
E2= Ordered − Packed
Weekly report: ordered units minus packed units gives units left
OrderSKUOrderedPackedLeft
1048OS-104-OLV-M24240
1049CT-210-CHK-L483612
1050TS-082-INK-M36036
Weekly reportReview before sharing

The useful information is already there.

The manual way · Retyping

Paper order.
Another
Excel entry.

Read the paper. Type each detail into Excel. Check it all again before the order moves on.

Product information sheet, labelled color card and buyer purchase order for an Olive overshirt
From the buyer’s documents
Order Intake.xlsxDraft
A2:D2Prepared from source documents
Draft order intake, awaiting human review against the paper original
StyleColorSizeUnits
OS-104OliveM24
Typed by hand. Check the original.
The connected way

Let the information
do the traveling.

A retailer’s order and your product catalog come together. One checked customer order supplies the drafts your team needs.

One customer order supplies three draft outputsCustomer order SO-1048 supplies an order tracker, order confirmation, and picking instructions. Each uses the same SKU and 24 requested units. A person reviews the drafts before use. Customer orderSO-1048READY TO REVIEWPRODUCTEveryday overshirtSKUOS-104-OLV-MOlive / MediumVARIANTQUANTITY24UNIT PRICE$38Product + orderORDER TRACKERORDERSO-1048UNITS24STATUSDRAFTEveryday overshirtOS-104-OLV-MOlive / M$38ORDERCONFIRMATIONSO-1048OS-104-OLV-MOlive / M24 × $38Total$912PICKING LISTSO-1048ITEMQTYOS-104-OLV-MOlive / M24REQUESTED24Check before picking
Source informationPrepared outputsHuman review

A draft
you can check.

A customer changes an order. The linked drafts update together, ready for your team to check. Try it yourself below.

Check the actual details before sendingAn order confirmation for SO-1048, SKU OS-104-OLV-M, 24 Olive medium overshirts at $38 each. A magnifier reveals that identical SKU and quantity. A separate checking sheet identifies Orders.xlsx as the source. ORDER CONFIRMATIONSO-1048 / BUYER COPYEveryday overshirtOS-104-OLV-MOlive · Medium · 100% cottonORDER DETAILSSKUQTYEACHOS-104-OLV-M24$38ORDER VALUE$912Prepared from the customer order.Check the details before sending.REVIEW BEFORE SENDSourceOrders.xlsxMatch onSO + SKUQuantity24 unitsUnit price$38OS-104-OLV-MOLIVE / M24 unitsMATCHING RECORDDetails checked
Prepared for a person to review.
Try the working exampleChange one customer order. See three drafts update.Open demo
One example: a wholesale customer order

An order changes.
The paperwork keeps up.

You’re the wholesaler. A retailer has ordered 24 olive overshirts. Try changing the quantity to 30.

From the retailerBuyer’s orderBuyer, reference & requested quantity
From your businessProduct catalogProduct, SKU, color & size
Prepared for your teamCustomer orderOne sale, ready to review
Customer order · SO-1048

Everyday overshirt

Olive / M to start · $38 per unit

Edit more order details

This is one customer’s order. Stock on hand is tracked separately.

Change 24 to 30. Watch all three drafts.

01 · Buyer copyDraft

Order confirmation

Example Retail Co.SO-1048 · PO-1048
Everyday overshirtOlive / MOS-104-OLV-M
24 units × $38.00$912.00

Product subtotal, before tax or shipping.
Review before sending to the buyer.

02 · Warehouse copyDraft

Picking instructions

Example Retail Co.SO-1048 · PO-1048
Everyday overshirtOlive / MOS-104-OLV-M
24requested

Check availability before picking.
Requested quantity; no goods marked as packed.

03 · Your team’s workbookDraft

Order Tracker.xlsx

SO-1048Awaiting review
Buyer
Example Retail Co.
Buyer’s PO
PO-1048
SKU
OS-104-OLV-M
Ordered
24 units
Product subtotal
$912.00
Next step: connect packing progressSee how a second spreadsheet joins the same order.

Later, the warehouse records what it has actually packed in Packing Log.xlsx. Match the sales order and SKU to calculate what remains.

Ordered24
Recorded packed18
Left to pack6

18 packed + 0 more = 18 recorded. Order edits never change the packing log.

Take this order with you.

Download the current customer order as a draft for Excel.

Your business. Your version.

I build and connect the workflow around your tools, documents, and review steps. This example uses fictional data; it shows what a custom connection can do.

Your edits stay on this page and reset on reload. Downloads save to your device. Nothing is sent to a buyer or warehouse.

Example 02 · Incoming orders

The PO in your inbox.
Already a row.

Purchase orders arrive as PDFs, emails, and photos. The workflow reads each one, matches products to your catalog, and prepares order lines for a person to check.

Where AI earns its place: reading what people send you.
Purchase order · PDFFrom Example Retail Co.
PO-1049 · page 1 of 2
ItemQtyPrice
OLV OVERSHIRT MED2438.00

Deliver by 14 Oct · Boston store

Matched to your catalog
OLV OVERSHIRT MED
OS-104-OLV-M
38.00
Agreed price
Deliver by 14 Oct
Needs a look
Draft order lineFor your review
Order
SO-1049
SKU
OS-104-OLV-M
Qty
24
Unit
$38.00
Deliver by
14 Oct

Fictional order and catalog. Nothing is entered until a person approves it.

How much time do you spend
doing the same thing over and over?

≈ 33 working days a year≈ 260 hours · ≈ $7,800 a year

Request a workflow review

Your numbers. Not a promise.

Artistic study of an email, folder, spreadsheet and working document

Keep the tools.
Improve the handoffs.

I build and implement a custom tool around your workflow. We choose the connections around your tools, bottlenecks, and the way your team works.

Where would my workflow live?

It could be an existing workbook, a database, or another tool you use. In our meeting, we agree which information is the source, what should update, and where your team approves the result. Connections and any software costs are scoped before building.

One task.
A clear scope.

Your workflow shapes the build. We agree on the tools, connections, review steps, and price before development.

  1. A paper workflow map with a pencil and material swatch
    01

    Talk it through.

    Show me your tools, bottlenecks, and the task your team keeps repeating.

  2. An illustrated project sheet with a clear boundary and structured scope
    02

    Agree the plan.

    Review the scope, price, and team input needed.

  3. A detailed illustrated instruction booklet beside a prepared document
    03

    Build. Test. Hand over.

    I build it, connect the agreed tools, test real examples, and show your team how to use it.

What’s included?
  • A clear description of the process and intended result.
  • A tool or automation built around the agreed task.
  • Testing with representative examples and human review where needed.
  • A walkthrough for the people who will use it.
  • Written running costs, handover and proposal-defined support.

The review is free. Implementation is paid and quoted after we understand the workflow.

Harley Dougherty

Work directly
with Harley.

I'm Harley Dougherty. I've worked in fashion wholesale and I build software. You work with me from the first conversation through delivery.

Independent builder · Massachusetts

Before we talk.

A practical guide to working togetherAn open reference folio with Scope, Tools, and Support index tabs. The left page describes mapping one recurring task, agreeing the scope, and testing real files. The right page covers a defined workflow, existing tools, and a useful handover. SCOPETOOLSSUPPORTWORKING TOGETHERA clear plan.A useful handover.01Map the recurring task02Agree the scope03Test with your real filesTHE DETAILS, EXPLAINEDScopeOne defined workflow to start.ToolsBuilt around the files you use.SupportInstructions your team can follow.01START WITHone task.
Is this for small teams?

Yes. The service is built around small wholesale teams with a recurring task that takes more time than it should. The useful starting point is the process itself: how often it happens, who handles it, and what would improve if it became easier.

Where do we start?

You do not need a technical brief. Bring one task your team repeats, and we can talk through the steps, the tools involved, and whether it is worth a closer look.

Will we need new software?

I start by looking at the tools you already use and what they can already do. Where practical, the improvement fits around them. Any required changes are explained before you agree to the project.

How much time will you need?

I will need someone who knows the process to explain the steps and share representative examples. Your proposal will also set out the input and review time needed from your team during the project.

What if something goes wrong?

We agree on the outputs and checks before building. The workflow is tested with representative examples, with review steps for decisions or information that need a person's judgment. Handling exceptions is part of the scope.

What does it cost?

Implementation is quoted after we review the workflow. Your proposal explains the project price, any ongoing software charges, handover, included support, and options for further help. You can assess the full arrangement before work begins.

Does it need AI?

No. Some tasks are better handled with straightforward rules or a small software tool. I recommend the approach that fits the process and explain how it will work.

What about other industries?

Yes, this approach can suit other businesses too. Wholesale is the example here; your process determines the tool. We review your files, systems, and available access to agree on a practical integration.

Two open note sheets arranged for a conversation

A free 20-minute workflow review

What keeps
repeating?

Bring one recurring task. A description is enough to start.

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