Order Management Template

Overview

This free order management template helps you create a unified hub for tracking orders, managing inventory, and supporting fulfillment — without juggling spreadsheets, emails, or disconnected systems.

It comes with a sample database so you can see how to structure your data for order workflows. You can also connect Google Sheets, Notion, SQL databases, or any Softr-supported data source to customize the system for your team.

Why use this order management template

• Unify sales, inventory, and fulfillment workflows: Manage everything from order creation to shipment tracking in one place.
• Speed up internal coordination: Sales reps, warehouse teams, and managers can collaborate in real-time — with role-based views for each group.
• Minimize costly errors: Standardize data collection and inventory updates to reduce delays, double entry, and stockouts.

Who is this order management template for?

This template is designed for teams that need to streamline internal fulfillment workflows — but it’s flexible enough to support external vendors, clients, or franchisees too.

• Retailers & e-commerce teams: Track incoming orders, fulfillment, and shipping in one place.
• Wholesale distributors: Share inventory availability, pricing, and order status with team members or clients.
• Warehouse teams: Stay updated on stock levels and fulfill incoming requests with fewer errors.
• Sales teams: Submit orders quickly and accurately with standardized forms and automatic tracking.
• Field service or construction teams: Coordinate deliveries, parts, and material orders between office and job site.