Staying on top of orders is challenging, especially when you’re dealing with multiple suppliers. Tracking incoming shipments, delivering orders on time, managing inventory levels, and everything else makes the process complex and error-prone.
The result? Serious consequences for your business, employees, and customers. 😥
So, how can you simplify order management? With a super-useful tool—an order tracking template!
Order tracking templates are like reliable dashboards that give you all the order-related info you need at a glance. To help you find the best order tracking templates, we’ve compiled a list of the top ten. Stick with us till the end to find the template you need!
10 Essential Order Tracking Templates to Simplify Your Shipment Management
- What Is an Order Tracking Template?
- What Makes a Good Order Tracking Template?
- 10 Order Tracking Templates to Streamline Order Management
- 1. ClickUp Product Order Form Template
- 2. ClickUp Purchase Order and Inventory Template
- 3. ClickUp Company Swag Orders Template
- 4. ClickUp Inventory Management Template
- 5. ClickUp Inventory Report Template
- 6. ClickUp Delivery Log Template
- 7. Order Tracker Template by Jotform
- 8. Online Order Tracker Template by Canva
- 9. Basic Inventory Template by Template.net
- 10. Work Order Template by FMX
Summarize this article for me pleaseWhat Is an Order Tracking Template?
An order tracking template is a powerful tool for staying organized when managing bulk orders. Think of it as a master checklist that helps you track key details like order numbers, product descriptions, shipment statuses, and delivery dates—all in one place.
The template acts as a central hub where you can track the real-time status of orders, so you know what is happening with each order.
An order tracking template can help you:
- Track order details: Manage product names, quantities, order numbers, and customer information in one place
- Monitor shipping status: Stay informed on whether an order is pending, shipped, or delivered
- Stay on top of deadlines: Keep track of estimated delivery dates and any delays
- Flag issues early: Spot delays or order discrepancies before they become bigger problems
With everything organized in one place, you can reduce errors, improve communication, and ensure on-time deliveries.
Summarize this article for me pleaseWhat Makes a Good Order Tracking Template?
A good order tracking template is simple, clear, and customizable to suit the specific needs of your business. More than anything else, it should suit your requirements in a way that makes your business more efficient.
When finalizing your order tracker templates, we suggest you look for these top 5 factors:
- Clarity: The template should present information in a clean, easy-to-understand layout, with sections for each detail like customer info, order status, and shipment dates
- Customizability: Choose a template that can be customized based on your product types, services, or fulfillment processes
- Simplicity: The best order tracking templates are easy to navigate, ensuring that teams can quickly access and update order information
- Integration: A great template works seamlessly with other tools you use, like order management software and payment systems
- Visual aids: Adding visual clarity to your template through color coding or status indicators can help your team prioritize matters
Summarize this article for me please10 Order Tracking Templates to Streamline Order Management
1. ClickUp Product Order Form Template
Efficient product delivery lies at the core of exceptional customer service, and it all starts with effective order management. The ClickUp Product Order Form Template is designed to streamline the order management process, giving businesses an easy-to-use tool to track and manage orders from start to finish.
You can use this template to view the status of each order in real time—whether it’s being packed, in transit, or delivered. Plus, you can use this template to easily collect customer information through a form for smooth product delivery.
This is one of the best order form templates for companies handling bulk orders by providing a structured method to track orders and deliveries. By integrating this order form template into your workflow, you can:
- Streamline operations by automating order tracking
- Optimize shipping logistics for faster, more reliable deliveries
- Enhance customer experience by providing real-time visibility into the status of their orders
Ideal for: Businesses handling bulk orders
2. ClickUp Purchase Order and Inventory Template
Struggling to handle large inventories and multiple suppliers? ClickUp’s Purchase Order and Inventory Template is for you.
It helps you standardize the purchasing process to keep track of order quantities, pricing, and deliveries. You can also use the template to track available stock in real time through the Table View. This way, you can place timely orders and avoid supply chain disruptions.
Another brilliant use case of this template is supplier management. It helps you maintain a list of all vendors, their pricing, delivery timelines, and payment terms to streamline communication.
By integrating this purchase order template into your workflow, you can:
- Easily set up a purchase order system
- Streamline the ordering process from start to finish
- Monitor purchasing costs
Ideal for: Organizations ordering products from multiple vendors
3. ClickUp Company Swag Orders Template
Stuff We All Get (Swag) items work great for brand promotion and building long-lasting relationships with employees and customers. You can give away stuff like t-shirts, water bottles, tote bags, or notebooks, with your company’s logo at conferences, trade shows, or client meetings.
But procuring Swag items can be a hassle. Find vendors, ensure customization, manage costs, and track inventory—there’s a lot that goes behind the scenes. However, the ClickUp Company Swag Orders Template makes swag ordering effortless.
You can use the template to set up a swag budget and create a system for ordering and tracking swag inventory. It helps you centralize information like product details, quantities, delivery timelines, and supplier contacts, reducing the risk of errors.
This template enables you to:
- Centralize swag inventory order records
- Avoid inventory shortages
- Ensure quality control and consistent branding across events and campaigns
Ideal for: Marketing and advertising agencies, startups, and non-profit organizations and charities
4. ClickUp Inventory Management Template
The ClickUp Inventory Management Template simplifies inventory tracking and management. By centralizing all inventory data, you can monitor stock levels in real time. This prevents stockouts and ensures you meet customer demands without delays or interruptions in service.
This template is particularly useful for retail and e-commerce operations. It enables quick assessment of inventory needs and timely reordering.
Plus, with clear visibility into the stock’s current status, the template:
- Enhances collaboration for ordering and updating inventory records
- Streamlines procurement processes
- Optimizes supply chain by managing supplier interactions
- Enables accurate inventory records
Additionally, the template reduces the costs associated with overstocking/stockout, paving the way for sustainable growth.
Ideal for: Retail stores, manufacturing companies, e-commerce businesses, and hospitality businesses
💡Pro Tip: You can link this template with operations management software to improve collaboration, reduce errors, and meet customer demands effectively.
5. ClickUp Inventory Report Template
Imagine you are preparing for a promotional campaign. But you get to know at the last moment your best-seller product is low on stock. Now, you’ll have to delay the campaign until you get sufficient stock.
The ClickUp Inventory Report Template helps you avoid such instances. It enables businesses to track their stock status in real time and make informed supply chain decisions. The template also makes it easier to set an efficient ordering process by anticipating demand and placing orders in advance.
With this template, you can:
- Maintain accurate inventory records
- Optimize the ordering process
- Make informed supply chain decisions
Ideal for: Retail stores, wholesale distributors, pharmaceutical and medical supply businesses
💡Pro Tip: Download and integrate this template with procurement software to align your inventory insights with purchasing strategies. It will help you negotiate better supplier terms and streamline procurement workflows.
6. ClickUp Delivery Log Template
Are you experiencing frequent errors or delays in customer deliveries? The ClickUp Delivery Log Template can help! It centralizes all critical information related to your orders, including order numbers, customer names, order details, delivery schedules, shipping addresses, and tracking numbers—all in one convenient location.
With everything organized at your fingertips, you can easily monitor and manage each delivery, ensuring timely fulfillment and minimizing mistakes
With this template, you can:
- Organize deliveries by date, time, and route
- Track delivery timelines
- Quickly access important information about deliveries
- Keep customers updated on their order statuses
Ideal for: Grocery stores, event management companies, and wholesale distributors
7. Order Tracker Template by Jotform
The JotForm Order Tracker Template is a valuable tool for streamlining order management across different sectors. Whether you’re managing an online store, restaurant, or service business, this template simplifies order management by centralizing customer name, phone number, delivery address, email, item purchased, and order status.
There are also additional sections for customer notes or requests for efficient customer delivery and order approvals. Further, you can share this template with your team, keeping everyone on the same page.
Ideal for: E-commerce stores and online retail stores
8. Online Order Tracker Template by Canva
The Canva Online Order Tracker Template is a customizable template that helps businesses manage online orders. Its user-friendly interface allows you to monitor all orders—from placement to delivery—and track essential details like customer information, payment status, and shipping updates.
The best part is that you can edit this template to add various design elements, such as a brand logo, background images, etc. However, this template does not provide real-time updates, and you have to do manual data entry.
Ideal for: Businesses offering creative services, such as marketing and advertising agencies and event planning companies
9. Basic Inventory Template by Template.net
The Basic Inventory Template by Template.net stands out as one of the most useful inventory templates for small businesses. It offers a straightforward solution for tracking stock levels and organizing product data.
Whether you run a small retail store or a local restaurant, this template helps you maintain accurate inventory records and optimize supply chain operations.
Using this template, you can:
- Monitor available inventory
- Prevent overstock situations
- Gain insights into stock movements
- Streamline inventory processes
Additionally, you can integrate the template with your product management tools to simplify task tasks and manage resources effectively.
Ideal for: Small businesses with limited resources, such as boutiques or local restaurants
Read More: 11 Best Product Management Tools
10. Work Order Template by FMX
The Work Order Template by FMX consolidates all your work orders in one place. You can keep track of customer details, problem details, request status, work required, and associated costs. It provides comprehensive order tracking and management at every stage of the process.
Using the Work Order Template, you can:
- Get a clear overview of each order’s status
- Ensure quick service delivery
- Get valuable insights into previous work with historical logs
- Make informed decisions
Overall, this template lets you handle all orders under one roof so you don’t miss out on any critical order details.
Ideal for: Manufacturing companies, IT service companies, and fleet management companies
Summarize this article for me pleaseNo More Delivery Delays With ClickUp’s Order Tracking Templates
Each of these templates offers unique features to address specific aspects of order tracking and inventory management. When choosing a template, remember to consider factors such as clarity, customizability, simplicity, integration capabilities, and visual aids.
By implementing the right order tracking template for your business needs, you can improve order fulfillment accuracy, enhance customer communication and satisfaction, and optimize inventory management. So, take the time to evaluate these templates and select the one that best fits your business requirements.
However, if you want to be well-equipped to handle the complexities of order management, make sure to try ClickUp’s order tracking templates.
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