Order Management Template in Excel

In the management of an online retailer we invest a lot of time in the preparation and sending of the products. Logistics is thus an important part of this type of company as the sale itself does not end onto the client receives the product they have ordered. During this entire process you need to control your inventory of the products you have available and the sending of these. From the moment the order of the client of processed to the the moment the client receives it.

How to follow order process with Excel?

The management of orders includes all the phases from the moment the retailer process the order of the client until the client receives their product. During this entire process external suppliers can intervene such as a delivery service. Thus we need to control that all the orders arrive on time. This track and trace process can be done through Excel, thanks to their functions and formulas included. With these you can know the state of all the orders processed by the business.



Through an Excel table with these columns it is possible to control all the orders processed :

  • ID of the order
  • the client’s data
  • the product or service ordered
  • the price of the order
  • Payment type
  • The delivery service that is in charge of delivering the product
  • the state of the order : received, prepared, sent, received
  • Purchase date
  • Date of delivery

Thanks to the Excel graphs it is possible to transform this numerical data into visual diagrams that allow us to understand the volume of sales ordered, the type of products that are in demand and the include the average time of delivery.

Download Excel template to manage the orders

It is possible to manage orders to improve the customer service and obtain information about the quality of the business. The data analysis will allow us to know the inventory of products and the time of preparation required for the sending of orders.

In many cases this information is available in the sales platform, but it will not allow us to take fast decisions in what is a mountain of information. That’s why we use an Excel template, available here, to interpret the data.