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Handmade Order Tracker Spreadsheet, Custom Order and Commission Tracker, Small Business Order Log, Due Dates, Payments, Google Sheets Excel

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  • Digital download
  • Digital file type(s): 1 PDF, 1 other file
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Price:$7.00

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Instant download

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Instant download items don't accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Seller's description

Specifications

Every order, due date, custom request and payment in one list.

When orders come in from Etsy, your website, Instagram, markets and email, it is easy to lose track of what is due when, what the customer asked for and who still owes a balance. This tracker keeps it all in one place and tells you what needs your attention today.

HOW IT WORKS
- Orders: one row per order. Type the date, customer, channel, item, ship-by date, price, shipping and what the customer has paid.
- Move each order along the status pipeline with a dropdown: New, Confirmed, In progress, Ready to ship, Shipped, Delivered (or Cancelled).
- Days left, an OVERDUE / Due soon / On track flag, balance due and payment status (Paid, Deposit paid, Unpaid) fill in by themselves.
- Custom Requests: log quote requests, quoted price, reply-by date and the order number once accepted.

FEATURES
- Orders: 1,000 rows with status, channel and custom order dropdowns, personalization details, tracking number
- Overdue and due-soon flags (you choose how many days count as "soon")
- Deposits and balances: see unpaid amounts at a glance
- Custom Requests: 300 rows, days waiting, overdue replies highlighted
- Dashboard: open, overdue and due-soon orders, unpaid balance, next 10 orders due, pipeline by status, custom request summary with acceptance rate, sales by channel and by month, chart
- Editable statuses and channels

WHAT YOU GET
+ Handmade-Order-Tracker.xlsx (Dashboard, Orders, Custom Requests, Settings, Start Here)
+ How-to-open PDF (Google Sheets and Excel)

HOW TO OPEN IT IN GOOGLE SHEETS
1. Download the files from You > Purchases and reviews.
2. Upload the .xlsx file to Google Drive and open it.
3. Choose File > Save as Google Sheets.
It also opens directly in Excel 2016 or newer.

GOOD TO KNOW
- Digital download. Nothing will be shipped.
- Your own overview next to Etsy and other platforms. It does not connect to or import from Etsy.
- Comes with sample data, clearly marked SAMPLE, so you can see how it works. Names and numbers are made up.
- Not affiliated with or endorsed by Etsy, Inc.
- Organizes your own records. Not tax, legal or accounting advice.

Designed by seller. This spreadsheet was created with the help of AI tools, built and tested by hand (formulas recalculated and checked with sample data and with empty inputs).

Questions or a problem with the file? Message us on Etsy and we will help.

  • Item type
    Digital download
  • Digital file type(s)
    1 PDF, 1 other file
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