The list of your clients, the list of the products you are selling and the list of the sales orders.. This template provides you a simple, easy-to-use yet strong base for starting to track your sales.
Whether you are a manufacturer, a store owner, e-commerce manager, distributor or exporter... You can make this template work for you with just a few tweaks according to your specific needs. Then you can start adding automations and new reports to make it even better. You can create additions like PO Forms to automatically create orders or you can check out Zapier integrations for connecting your sales orders with different platforms where you receive the orders. Also you can connect your sales order with your other apps in Workiom, such as Inventory Management, CRM, Task Management, Accounting, Purchase Orders etc.
The options to streamline your order workflows are endless, start with this basic Sales Order Tracking template and start thinking about the workflows/details you can add to it.
This template has 4 lists:
- Sales Orders: This list is where you can see the details of each order and track the status of the orders. The Id of each sales order record is a number field where you can either add your existing order IDs or you can start from zero. You can add Sales Date and Fulfillment dates, which can help you create performance reports later. Invoice Address is a lookup field that directly get the client's invoice address when you choose the client that put this order. Add the invoice pdf file to each order to easily access it when needed. In order to add the details of the orders we need to create Order Item records for each product in the order.
- Order Items: We suggest to add Order Items whenever you are creating the Sales Order record. You can add items without leaving the Sales Order record page by clicking on 'Create' just next to Order Item field. Select the product, add the quantity and add the order price per item (it may be different from the current/catalog price). The total price will be calculated automatically by multiplying the order price and quantity.
- Products: The list of the products you are selling with the details like description, current price, photo.. You can add more details and product varieties for your products by clicking on 'New Field'.
- Clients: The list of your clients with details like invoice address and contact information. Again you can create new fields for more details.