Organize Small Business Sales with Microsoft OneNote

The Digital Sales Notebook That Changed My Business

Before I ever used fancy CRM software, before I was organized with QuickBooks and back-end systems, there was Microsoft OneNote.

And to this day, it’s still my most important tool for staying organized in my wholesale business.

If you're running a small business or doing sales of any kind, here's exactly how I use OneNote to stay efficient, look professional, and never lose a customer’s info again.

My Main OneNote Pages for Sales

Here are the pages I’ve built inside OneNote to keep my business running:

✅ Orders

Where I jot down what each customer ordered when I visit their store.

🔄 Orders Completed

I move orders here once fulfilled. It helps me confirm details if there’s ever a dispute about what I brought them.

💸 Pricing

For product tiers I need to remember. I sell a lot of items, and this helps me pull up exact pricing on the spot.

📋 Vendor Information

If you work in something like tobacco or hemp, this is where you log vendor license numbers and compliance details.

🚀 Potential Customers

Addresses, product photos, names of store workers, and what items they carry. I always snap a picture and paste it here.

🔗 Big Accounts

If a client has multiple locations or custom pricing, I’ll create a separate section just for them to stay consistent.

Why OneNote Works So Well (And Is Basically Free)

• It syncs between phone and computer

• You can add other devices (or staff) by signing into the same account

• You can insert photos, audio, checklists, handwriting, links, and more

You can upgrade for features like version tracking or knowing who edited what, but most people won’t need that starting out.

OneNote is basically your digital filing cabinet that never runs out of space.

Other Apps I’ve Tried (And Why I Still Chose OneNote)

• Apple Notes – Okay, but typing and handwriting stay separate. Not ideal for crossing things off.

• Notability – My favorite for design and writing flow. But at the time of writing this, it’s not on Windows.

So I came back to OneNote — it’s simple, free, and reliable.

Other Smart Ways to Use It:

• Vendor pricing comparisons

• Marketing idea dumps

• Employee schedules

• Project outlines

• Legal or tax notes

Basically, anything you were writing down on paper — it belongs here now.

Final Hustler Lesson

At 28 years old, I used to be the pen-and-paper king. But once I embraced the right apps, my business leveled up.

OneNote might seem basic, but it’s been a game-changer for how I stay on top of my operation.

Try it out. Customize it your way. And if you need help setting it up, reach out — I’ll walk you through it.

More tools and hustle lessons at Hustlerman.com