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The Order Tracker, an order management spreadsheet for Excel and Google Sheets. A preview of the dashboard shows open orders, what is overdue, what to ship next and orders by status, channel and month. Tabs: Orders, Customers, Order Sheet and Dashboard.

Order Tracker Spreadsheet for Small Business

When orders come in from several places, it is easy to lose track of what is waiting, what is late and what has already shipped. The Order Tracker puts every order in one list, with a status you change as it moves from New to Delivered.

The sheet calculates a due date for each open order and shows a simple label: Overdue, Due today, Due soon, Ready to ship or On track. The Dashboard lists the next orders to ship, and a printable order sheet fills in with the customer, the address, the items and a small checklist.

It is a digital download for Excel and Google Sheets, made for small online sellers, makers and service businesses that handle orders by hand.

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Digital download. Works in Excel and Google Sheets. Nothing is shipped.

What this spreadsheet tracks

Who it's for

How it works

  1. Fill in Start Here once: business name, default days to ship and your sales channels (all optional).
  2. Add your customers on the Customers tab.
  3. Add each order on the Orders tab and change its status as it moves.
  4. Check the Dashboard to see what to ship next, and print an order sheet when you need one.

See inside

Order tracker dashboard with 8 tiles (open, new, preparing, ready to ship, overdue, shipped this month, orders this month, sales this month), orders in progress, orders per month for 12 months, orders by sales channel, next orders to ship, top customers and latest orders.Orders tab: order ID, date, customer, sales channel, items, quantity, amount, shipping charged, status, ship by date, shipped date, tracking and notes, with the total, due date, days open and heads-up (Overdue, Due today, Due soon, Ready to ship, On track) calculated for you. Room for 2,000 orders.Order Sheet tab: choose an order ID and a clean page fills in with your business details, the customer and ship-to address, the sales channel, items, quantity, amount, shipping, total, tracking, notes and a checklist (prepared, packed, shipped, tracking sent). Print it or save it as a PDF.Next to ship list on the Dashboard: the open orders with the earliest ship by date first, each with a heads-up label: Overdue, Due today, Due soon, Ready to ship or On track. The due date is the ship by date you type, or the order date plus your default days to ship.Customers tab: customer name, email, phone, ship-to address and notes, and for each customer the number of orders, the total spent, the date of the last order and the open orders. A dropdown of these customers is used on the Orders tab. Room for 300 customers.Start Here tab: your business name, a contact line, a currency label, default days to ship, the Due soon window, today's date and 8 sales channels you can rename, next to a short explanation of how the numbers work. Everything is optional.The 5 tabs of the Order Tracker (Start Here, Dashboard, Orders, Customers, Order Sheet) and three steps: download, add your customers, add orders and change the status. No sign-up, nothing sent to your customers, no macros, instant digital download.

Frequently asked questions

Does it connect to my shop or to carriers?

No. It is a tracking and record-keeping tool. It does not connect to any shop or carrier, print shipping labels, take payments or send messages.

How many orders does it hold?

Up to 2,000 orders and 300 customers.

Does it work in Google Sheets?

Yes. The PDF guide includes a link to make your own Google Sheets copy. The Excel and Google Sheets versions are separate files.

Is there an example file?

Yes. A second Excel file is filled with sample data (12 customers and 101 orders) so you can see how it works.

The Order Tracker is also one of the five tools in the Small Business Spreadsheet Bundle.

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Ready to get organized?

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