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Sales Order Tracking Template

Install This Template
Streamline your sales order management with Workiom’s Sales Order Tracking template. A robust, easy-to-use solution that effortlessly manages clients, products, and sales orders, tailored to fit the unique needs of manufacturers, store owners, e-commerce managers, distributors, and exporters alike.
Use This Template

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 Workiom's basic Sales Order Tracking template and start thinking about the workflows/details you can add to it.

Why use Workiom's sales order tracking template?

Workiom’s Sales Order Tracking template is a comprehensive solution, designed to manage and track every detail of your sales orders, from client details to product information, ensuring a seamless and efficient sales operation.

  • Efficient Sales Order Management: Track every detail of each order and its status.
  • Detailed Product and Client Lists: Manage detailed information of products and clients.
  • Customizable: Tailor the template to your specific needs with just a few tweaks.
  • Integrated Workflows: Connect with other Workiom apps like Inventory Management, CRM, and more.

How to use sales order tracking template

Navigate through your sales order management process with a template that understands the intricacies of sales operations, ensuring every detail from client management to order tracking is captured and organized.

Step-by-step guide

  1. Manage Sales Orders: Add and manage details for each sales order, including ID, sales date, fulfillment dates, and more.
  2. Manage Order Items: Add items to each sales order, including product, quantity, and order price.
  3. Manage Products: Add and manage details for each product you're selling.
  4. Manage Clients: Add and manage details for each client, including invoice address and contact information.


Automation & integration

Featured automations
  • Automated notifications for new orders.
  • Automated reminders for order fulfillment.
Integrated features through Zapier:
  • Google Workspace for collaborative editing and order management.
  • Dropbox for seamless image and document sharing.

Views and visualization

List of views
  • Table view: For a detailed overview of sales orders, products, and clients.
  • Board view: Visualize the progression of sales orders through various stages.
  • Calendar view: Keep track of all sales and fulfillment dates.

Check out these useful articles to help you understand our app more:

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What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.