Managing orders, customer data, product details, and sales transactions can quickly become overwhelming for anyone—whether you’re a small business owner, freelancer, or professional.
Without a solid system, things can quickly get out of control.
That’s where Google Sheets order form templates come in!🌟
They make order management and record-keeping easier, helping you stay organized and on top of things.
In this blog, we’re exploring what makes a great order form template and sharing some of the best-designed templates and free Google Sheets templates to help you manage orders like a pro.
Free Google Sheets Order Form Templates
Summarize this article for me pleaseWhat Makes a Good Google Sheets Order Form Template?
A good Google Sheets order form template does more than capture basic information—it optimizes your entire order process. It helps you stay organized, reduces errors, and saves time so you can focus on what matters: growing your business.
Let’s explore the components you must consider while hunting for the right one based on your needs:
- Structured layout: A good Google Sheets order form template includes clearly defined rows and columns that make it easy to navigate through and input data
- Essential fields: Ensure the template features necessary fields such as customer name, contact information, order ID, payment details, etc., allowing you to manage and store key information in one place
- Customization options: It should allow you to customize sections in the template according to the unique needs of your business
- Data calculation features: Choose templates with built-in formulas to automatically calculate totals, taxes, and discounts, eliminating manual errors and saving time
- Integration capability: A great order form template should integrate easily with your workflow, saving you time and effort in the process
Summarize this article for me pleaseGoogle Sheets Order Form Templates
Here are some of the top free Google Sheets order form templates:
1. Google Sheets Order Tracker Template by GooDocs
Keep tabs on all orders with the Google Sheets Order Tracker Template by GooDocs. This template features all the essential column fields you need to manage and track orders and stay organized in one place. Moreover, it helps you provide customers with accurate delivery updates and expected arrival times.
One of its striking features is its simple gray-and-white layout and compatibility with Google Sheets and Microsoft Excel.
Why you’ll like it
- Customize fields, images, and more to meet the needs of your business
- Keep track of customer details, payment amount, and shipping status of orders with different colors
- Track your performance in numbers and percentages for each stage, from order received to goods received note
✨ Ideal for: Small retailers, e-commerce businesses, and service providers who handle multiple orders daily or simultaneously
2. Google Sheets Simple Order Form Template by GooDocs
Google Sheets Simple Order Form Template by GooDocs is a simple, user-friendly, and customizable template for easily gathering various information related to orders.
It enables you to collect and store everything from customer and order details to payment-related and delivery-related information. This reduces the complexities of the ordering process and helps you ensure a seamless transaction experience for your customers.
Why you’ll like it
- Create tailored order forms that are both intuitive and efficient
- Edit forms on either Sheets or Excel
- Simplify the process of placing and fulfilling orders
✨Ideal for: Freelancers, small businesses, and anyone who needs a simple yet effective way to process and fulfill orders
3. Google Sheets Simple Work Order Template by GooDocs
Suppose you run a service-oriented business and want to capture the details of work orders easily. In that case, utilizing the Google Sheets Simple Work Order Template by GooDocs is an excellent idea.
Featuring a clean, uncomplicated design and space for clear instructions, this work order template helps you simplify work requests and assignments and ensure tasks are carried out successfully.
Why you’ll like it
- Create, distribute, and track work orders without hassle
- Maintain clear records of work orders
- Improve work productivity and client satisfaction
✨Ideal for: Service-oriented businesses and professionals seeking to capture and enhance the management of work requests and assignments
4. Freelance Purchase Order Template by GooDocs
Simplify your order process with purchase order templates like the Freelance Purchase Order Template by GooDocs. This basic purchase order template features professional red and black lettering and a structured layout with clear sections for ‘Ordered By’ and ‘Ordered To.’
It also includes sections listing information related to order items and payment terms. As a new file in Sheets or Excel, you can customize this purchase order template to suit your unique business requirements.
Why you’ll like it
- Facilitate clear communication between you and your clients
- List your hourly rate and number of hours worked and bill clients accordingly
- Mention important add-on information in the separate section of additional notes
✨Ideal for: Freelance professionals who want to streamline their purchasing workflow
5. Sales Order Template by GooDocs
The next item on the Google Sheets order form templates list is the Sales Order Template by GooDocs.
This blue-colored and well-organized template features sections for ‘Bill To’ and ‘Ship To’. It helps you process customers’ orders according to their preferred payment and delivery options and makes managing sales orders seamless.
Why you’ll like it
- Make the process of order creation, processing, and delivery easier
- Track and maintain comprehensive sales order records
- Enhance your business’s professionalism and reputation
✨Ideal for: Retail businesses and online sellers who need to manage multiple sales orders and transactions while ensuring accurate record-keeping and customer satisfaction
6. Google Sheets Order Form Template by Lido.app
Google Sheets Order Form Template by Lido.app provides an organized solution to order management.
This template includes several columns to help you capture key buyer and vendor-related information, similar to vendor list templates. It enables you to maintain a centralized record of all orders and saves you from the hassle of manually calculating the amount to be paid for each order.
Why you’ll like it
- Automatically calculate the final total amount for every order
- Keep track of orders with their unique identification numbers
- Operate on any device compatible with Google Sheets
✨Ideal for: Small business owners, market vendors, and anyone looking for a quick, effective way to capture and manage orders
Summarize this article for me pleaseLimitations of Using Google Sheets for Order Management
While tools like Google Sheets, Google Forms, Google Docs, and Google Drive offer powerful solutions for managing orders, sales transactions, and keeping records, they come with limitations that can hinder efficiency, which include:
- Performance issues: Managing large amounts of order data in Google Sheets can be difficult as your business grows. Spreadsheets with numerous rows, formulas, and calculations can slow down loading time, delay processing, and lead to errors in analysis, negatively impacting your productivity
- Collaboration challenges: While Google Sheets provides real-time collaboration capabilities, having multiple team members edit the same spreadsheet simultaneously can lead to issues. Without careful version control or clear communication, changes made by one member can overwrite or conflict with another’s work, resulting in confusion or even data loss
- Absence of advanced features: Google Sheets falls short in providing advanced functionalities essential for effective order management. Unlike dedicated software, Sheets doesn’t offer built-in tools for inventory tracking, automated invoicing, or customer relationship management (CRM), limiting your ability to optimize processes
- Dependence on Internet access: Another drawback of Google Sheets is its dependence on an Internet connection for full functionality. While it offers limited offline capabilities, features like real-time updates, collaboration, and access to the most recent data are restricted without a stable Internet connection
Summarize this article for me pleaseAlternative to Google Sheets Order Form Templates
Are Google Sheets and Excel order form templates starting to feel too limited when managing orders and sales transactions? Then, it’s time to level up with order management tools from platforms like ClickUp.
These powerful tools offer more flexibility, automation, and efficiency—helping you stay on top of everything without the hassle.
ClickUp brings scalable tools, from ClickUp Forms and CRM software to ClickUp Brain and Automations, to simplify order management and record-keeping. Moreover, it provides a wide range of highly customizable templates, from vendor lists and order forms to account planning templates, to enhance operational efficiency.
Let’s explore some of the top order form templates offered by ClickUp.
1. ClickUp Purchase Order and Inventory Template
With the ClickUp Purchase Order and Inventory Template, you can manage inventory effectively and keep track of all your purchase orders.
It helps you navigate the chaos of ordering products for your business. This inventory template also lets you monitor stock levels and reduce costly stockouts.
This template also helps you monitor purchasing costs, avoid overspending, and maximize your profit potential.
Why you’ll like it
- Receive automated alerts for situations where the product stock is running low
- Maintain accurate purchase records
- Facilitate efficient supply chain management
- Ensure your business keeps running smoothly
✨Ideal for: Retailers, wholesalers, and business owners looking for a structured way to manage purchase orders and inventory levels
2. ClickUp Product Order Form Template
Make ordering products easier for your customers with the ClickUp Product Order Form Template.
This template makes collecting important information, such as customer contact, product, and payment details, easy. In addition to the product order form, it provides customizable views such as the New Order List view, the Order Status view, and the Order Issues view.
Using this template, you can keep track of orders at different stages and understand and resolve the issues encountered in the order process.
Why you’ll like it
- Provide customers with an efficient way to place orders, increasing their satisfaction
- Automate data entry and organize orders according to status, such as packing, transit, etc.
- Facilitate order tracking from the new order stage to the fulfillment stage
- Gain insight into customers’ buying habits
✨Ideal for: Retailers and businesses who want to streamline their product order placement and fulfillment processes
💡 Pro Tip: Expedite order issue management with ClickUp Docs. This tool allows you to record order issues experienced in the order process and their associated resolutions. It helps you build a centralized guide your teams can use to resolve problems and quickly fulfill orders.
3. ClickUp Change Order Form Template
Manage changes throughout different renovation projects with the ClickUp Change Order Form Template.
This template helps you collect and record customer data, such as the reason for the change, the original contract ID and term, the new contract term, the impact, priority, and more. It also allows you to organize change orders by status, such as in review, declined, approved, etc.
With this easy-to-use template, you can keep your projects on track and within budget and reduce the chances of costly delays.
Why you’ll like it
- Customize forms based on your diverse business needs
- List all the changes in one place
- Ensure parties involved are on the same page regarding costs and timeline
- Enable collaboration with other stakeholders
✨Ideal for: Construction, manufacturing, and other project-based businesses that want to manage and track changes in renovation projects effectively
4. ClickUp Supply Order Form Template
Whether you need to restock office supplies or need materials for big construction projects, the ClickUp Supply Order Form Template has got you. Use this template to place and track the status of supply orders.
This template helps you record the supplies needed by each department, send custom-filled supply order forms to suppliers for approval, and ensure you get the necessary supplies in time.
Why you’ll like it
- Organize inventory and logistics with visuals and summaries
- Reduce paperwork and administrative burden
- Improve record maintenance
- Ensure smooth collaboration with vendors
✨Ideal for: Purchasing agents and businesses that want to improve their supply ordering process from request to delivery
5. ClickUp Cookie Order Form Template
The ClickUp Cookie Order Form Template simplifies the process of ordering home-baked cookies for your customers. This template allows you to capture and organize order details according to flavor and order status. It also helps you deliver the orders according to their due dates.
With this template, you can record present and future customer cookie orders, provide customers with regular updates about their orders, and improve your overall customer experience.
Why you’ll like it
- Enable safe storage of customer information
- Provide a clear and efficient order process
- Enhance management and reduce order errors
- Improve customer satisfaction and widen your customer base
✨Ideal for: Bakers and food businesses looking to optimize their order-taking and delivery processes
💡 Pro Tip: Use ClickUp Automations to automate changing order statuses. You only need to set certain conditions and rules; this tool will do what is required and inform customers with updates, saving you valuable time and enhancing your customers’ experience.
6. ClickUp Order Fulfillment Template
ClickUp Order Fulfillment Template organizes the shipment process to ensure on-time deliveries. Feature-rich and customizable, this template helps you manage, track, and fulfill orders according to their due dates.
Use this template to check whether the required products are in stock or need to be in stock. It can also assist you in keeping customers informed of their order status once you have located and packed them.
Why you’ll like it
- Facilitate standardization of order fulfillment processes
- Manage product availability efficiently
- Ensure orders are documented properly
- Enhance the quality of customer experience
✨Ideal for: E-commerce businesses that want to improve their order fulfillment processes
7. ClickUp Company Swag Orders Template
Show appreciation for your employees, customers, and stakeholders with the ClickUp Company Swag Orders Template. This template makes placing and managing swag orders easy and enhances brand loyalty and reputation.
With this template, you can assess which swag items need to be restocked and determine which can be easily restocked without exceeding your budget. You can also distribute your swag properly using this template.
Why you’ll like it
- Track swag inventory in an organized way
- Group swag orders by status, such as new orders, ready to ship, shipped, etc.
- Customize with add-on attributes to meet your company’s needs
- Ensure quality control when it comes to swag orders
✨Ideal for: HRs, marketing teams, and businesses looking to optimize their company swag ordering process
8. ClickUp Sales Tracker Template
ClickUp Sales Tracker Template is a user-friendly template that helps you gain insights into all aspects of your sales process. You can use this template to understand your sales team’s performance, identify areas where their efforts can be better spent, and review and create new targets for your team.
This spreadsheet-like template empowers you to take control of your sales process and manage your sales pipeline better.
Why you’ll like it
- Evaluate individual and team performance
- Identify trends and opportunities for increasing sales
- Track the team’s progress toward goals
- Facilitate data-driven decision-making
✨Ideal for: Sales teams and business owners who want to stay on top of their sales goals and manage their sales pipeline better
💡 Pro Tip: Use ClickUp Brain to track and analyze sales data and manage your sales pipeline more effectively. This AI-powered tool can help you identify performance trends, forecast future sales, and recommend optimized sales strategies based on real-time data.
9. ClickUp Payment Form Template
The ClickUp Payment Form Template makes the payment process seamless for your customers. This beginner-friendly and customizable template helps you design payment forms with a layout, fonts, and colors that reflect your business’s brand.
This template can gather order and payment information in a centralized document. It also enables you to collect payments from many customers quickly and securely.
Why you’ll like it
- Create custom and secure payment forms
- Safeguard data collected with encryption
- Ensure everyone is up-to-date on payments with automated alerts
- Keep accurate track of payments and reduce the risk of errors
✨Ideal for: Retailers, merchants, and businesses that want to collect and keep track of payments in an organized and secure way
Summarize this article for me pleaseOptimize Order Management and Record-Keeping with ClickUp
Effective order management is crucial for ensuring the timely delivery of products and services, maintaining strong client relationships, and boosting your business reputation.
While Google Sheets order form templates can simplify basic order management, they come with limitations that make exploring alternatives essential.
As your business grows, manually updating spreadsheets can become time-consuming and prone to errors, especially when handling large volumes of data or complex workflows.
Beyond the basics, order management tools and templates provided by platforms like ClickUp stand out as a robust alternative to Google order form templates.
With ClickUp Forms, ClickUp Brain, user-friendly, customizable order form templates, and much more, ClickUp helps you easily create order forms, manage orders, track sales transactions, and maintain accurate records.
Sign up with ClickUp and boost your overall order management efficiency today!
Everything you need to stay organized and get work done.
