Sheets
5
Orders and invoice prep separated
Wholesale Excel template
Download the order management template for free. Keep orders, allocations, shipping, and invoice prep in one place.
A free Excel template for order tracking, line items, shipping, and invoice prep. The same page also shows a web-screen version of the workflow.
Free download
Order list
Pre-shipping check
Invoice prep
Workflow
Traceable
Order through shipping
Input
Flexible
Pricing and partial shipments included
Input example
Align the order assumptions first
Align customer count, daily order volume, line-item count, and pricing rules first, and the order flow becomes much more stable.
Customers
35 accounts
Orders per day
40
Line items
4 on average
Returns
3 per month
Free download
See what is inside the Excel version first
A free Excel template that brings together order lists, line items, pre-shipping checks, and invoice prep. After downloading, start by organizing the customer and pricing assumptions.
File
wholesale_order_management_template_en.xlsx
Sheets
5 sheets
Purpose
Orders, shipping, invoice prep
Align the order list, customer records, and pricing rules first to stabilize the workflow.
Keep pre-shipping checks and invoice preparation in the same workbook to reduce misses.
Partial shipments and return handling are easier to track in one flow.
Start with the customer and pricing assumptions.
How Excel is used
What order management looks like in Excel
When orders, line items, inventory allocation, shipping, and invoice prep are kept separate, it is easier to avoid missed steps.
Step 1
Order entry
Set customer-specific pricing and due-date rules first so the order baseline is clear.
Step 2
Line-item review
Split each order into line items so quantities and conditions are easy to check.
Step 3
Inventory allocation
Check the allocation status before shipping so shortages are caught earlier.
Step 4
Shipping and invoice prep
Move from shipping completion into invoice prep to reduce back-office effort.
Excel to screen mapping
Which Excel columns turn into which screens?
When you carry the order data model directly into screen design, collaboration between sales, logistics, and accounting becomes easier.
Excel element
System element
Notes
Excel element
Order list
System element
Order table
Notes
Shows customer, due date, and priority in one list.
Excel element
Line items
System element
Line-item editor
Notes
Tracks the items within each order directly.
Excel element
Inventory allocation
System element
Allocation board
Notes
Checks allocation before shipping to reduce shortages.
Excel element
Invoice prep
System element
Invoice prep timeline
Notes
Makes it easier to hand over shipping results to accounting.
Adoption boundary
Where does Excel end and the system begin?
Think about order count, customer count, line-item complexity, and pricing rules when deciding the split between Excel and web.
Excel is enough
Small order operations
If you have a small team and only a modest number of orders, Excel can still handle the workflow well.
- Few staff involved
- Low order volume
- Mostly fixed pricing
Partial systemization
Lighten confirmation and sharing first
If you move only the order list or pre-shipping checks online first, the confirmation workload becomes lighter.
- You want a cleaner order list
- You want pre-shipping checks first
- You want to lighten invoice prep
Full systemization
Build around orders and shipping
If you need customer-specific pricing, partial shipments, inventory allocation, or returns, you should plan for a system from the start.
- Customer-specific pricing
- Partial shipments
- Allocation and returns
FAQ
Frequently asked questions
Here are the questions people usually ask before they adopt it.
What do you need for an estimate?
If you can share the number of customers, order volume, line-item count, pricing rules, and whether inventory allocation is needed, we can outline the estimate.
Can we use it with our current order sheet?
Yes. You can keep the current spreadsheet and move only the order list or pre-shipping checks online first.
Is it suitable for mobile use?
Yes. It is designed with order entry and shipping confirmation in mind, so mobile viewing and data entry are both part of the concept.
Consultation
We can help you sort out which parts should stay in Excel and which parts should move into a web system, based on order volume, line-item complexity, pricing rules, inventory allocation, and invoice prep. We can also tune the columns to match your current order sheet.
We can adjust the columns to match your order-to-shipping flow.