Manage your orders effortlessly with our Google Sheets Order Tracking Template, efficiently overseeing inventory, payments, order status, and customer communication.
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Open the Google Sheets Order Tracking Template
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Enter new order details into the template
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Update the status of the order
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Review the shipping information provided
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Check the payment details and order total
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Update inventory to reflect the new order
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Input expected delivery date based on shipping method and location
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Check customer contact information for delivery updates
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Approval: Order Details
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Send order confirmation to the customer
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Track the shipment using the provided tracking number
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Update the status of the order once the item is shipped
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Send shipping update to the customer
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Monitor delivery and update status accordingly
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Confirmation of order receipt by customer
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Approval: Delivery Confirmation
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Update the order status to complete
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Archive the completed order data
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Prepare for the next order entry
Open the Google Sheets Order Tracking Template
Open the Google Sheets Order Tracking Template to access the latest order information. This is where all the order details will be recorded and tracked throughout the process.
Enter new order details into the template
Enter the new order details into the Google Sheets Order Tracking Template. Include information such as customer name, product name, quantity, and any special instructions or notes related to the order.
Update the status of the order
Update the status of the order in the Google Sheets Order Tracking Template. This helps in keeping track of the progress of each order and ensures timely updates for the team and the customer.
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Pending
2
Processing
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Shipped
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Delivered
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Cancelled
Review the shipping information provided
Review the shipping information provided by the customer. Ensure that all necessary details such as shipping address, contact information, and preferred shipping method are accurate and complete.
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Standard
2
Expedited
3
Express
Check the payment details and order total
Check the payment details provided by the customer and verify the order total. Ensure that the payment information is accurate and the order total is correctly calculated.
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USD
2
EUR
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GBP
4
AUD
5
CAD
Update inventory to reflect the new order
Update the inventory records to reflect the new order. Deduct the quantity of the ordered product from the available stock in the inventory.
Input expected delivery date based on shipping method and location
Input the expected delivery date based on the shipping method and location. Take into account the estimated shipping time for the selected shipping method and the destination of the order.
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Standard
2
Expedited
3
Express
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North America
2
Europe
3
Asia
4
Australia
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South America
Check customer contact information for delivery updates
Check the customer's contact information for delivery updates. Ensure that the contact details such as phone number and email address are correct and up to date to facilitate smooth communication regarding the delivery.
Approval: Order Details
Will be submitted for approval:
Enter new order details into the template
Will be submitted
Update the status of the order
Will be submitted
Review the shipping information provided
Will be submitted
Check the payment details and order total
Will be submitted
Update inventory to reflect the new order
Will be submitted
Input expected delivery date based on shipping method and location
Will be submitted
Check customer contact information for delivery updates
Will be submitted
Send order confirmation to the customer
Send an order confirmation email to the customer to provide them with a summary of their order details. Use the customer's email address provided earlier and include the order information in the email body.
Order Confirmation - {{form.Customer_Name}}
Track the shipment using the provided tracking number
Track the shipment using the provided tracking number to monitor its progress. Follow the shipping carrier's online tracking system or contact their customer service for updates on the current location and estimated delivery time of the package.
Update the status of the order once the item is shipped
Update the status of the order in the Google Sheets Order Tracking Template once the item is shipped. Mark it as 'Shipped' to indicate that the package has been sent out for delivery.
Send shipping update to the customer
Send a shipping update email to the customer to inform them that their package has been shipped. Include the tracking number and a link to track the shipment for their convenience.
Shipping Update - Order {{form.Tracking_Number}}
Monitor delivery and update status accordingly
Monitor the delivery of the package and update the status accordingly in the Google Sheets Order Tracking Template. If any delays or issues occur during the delivery process, make appropriate notes and communicate with the customer as necessary.
Confirmation of order receipt by customer
Confirm the receipt of the order with the customer. Follow up with an email or call to verify if the customer has received the package and if they are satisfied with their order.
Approval: Delivery Confirmation
Will be submitted for approval:
Track the shipment using the provided tracking number
Will be submitted
Update the status of the order once the item is shipped
Will be submitted
Send shipping update to the customer
Will be submitted
Monitor delivery and update status accordingly
Will be submitted
Confirmation of order receipt by customer
Will be submitted
Update the order status to complete
Update the order status in the Google Sheets Order Tracking Template to 'Complete' once the customer has confirmed the order receipt. This indicates that the order process has been successfully completed.
Archive the completed order data
Archive the completed order data for future reference and record keeping. This ensures that the order information is stored securely and can be accessed if needed for any future inquiries or audits.
Prepare for the next order entry
Prepare for the next order entry by organizing the workspace, restocking inventory if necessary, and ensuring all necessary tools and resources are readily available for the next order processing.