Order tracking template
One row per order, from intake to payment. Hit Start with this template and you get the table and its typed fields. All that's left is your first order.
What's in the template
Ten fields, picked to cover the full cycle without adding an eleventh:
- Reference: the order number, as text.
- Customer, Ordered on, Delivery due: a real date type. It sorts, it filters, and "mid-March" won't get in.
- Amount: a number. No totals thrown off by a value typed as text.
- Status: a closed list of New, Confirmed, Preparing, Shipped, Delivered, Cancelled. Nobody invents "prepping".
- Carrier, Tracking number, Paid, Notes.
The filters that do the work
The template arrives with its typed columns. Each filter below takes two clicks on the grid, and it remembers your setup between visits.
- To ship: status Confirmed or Preparing, sorted by nearest delivery date.
- Late: delivery date passed and not delivered. This is the one you open in the morning.
- Unpaid: delivered but not collected.
- All orders, newest first.
Why not a spreadsheet for this
Three things break in every order-tracking file:
- Two people edit the same order's status. In a spreadsheet the last write wins silently, and an order flips to "Delivered" while it's still being packed. Here two different fields on one row don't fight over the same cell.
- Dates arrive as text. A spreadsheet accepts "mid-March", and your "late" filter becomes useless. A date field refuses anything that isn't a date.
- Statuses drift. Six months in you have "Shipped", "shipped", and "Sent" in one column, and your counts are wrong.
You keep Google Sheets. Every row you add goes straight back into your sheet, with your formulas, charts, and pivot tables untouched. You type into a table that protects you, and keep calculating where you always have.
€9 per editor per month, viewers free, data hosted in the European Union.
FAQ
Can I add my own fields? Yes. The template is a starting point: add, rename, change a field's type, delete what you don't use.
Can my sales team look without editing? Yes. The viewer role is free and unlimited, and a viewer can't overwrite anything.
How do I bring in my existing file? Import your CSV or sheet: types are detected on import, and you fix any ambiguous column before confirming.
I invoice from another tool. Is that a problem? No. This template tracks the order, not the invoicing. If you want to chase late payments, use the overdue invoice template instead.
This template is one of the Rowbase templates. If you're still weighing whether to leave your sheet, read what happens when two people edit the same row instead.