Google Sheets template

Bakery Order Tracker: a Google Sheets order log for home bakers

Keep every custom order in one place: who ordered, what, when it is due, what was paid and what is still open.

Instant download on Etsy · USD 3.50 · Google Sheets on desktop · English

Order list with customer, order status and a Next step column flagging an overdue order, an order due today and orders due in the coming days
The Next step column tells you what needs attention. All examples are fictional.

What it does

  • One row per order: customer, contact, pickup or delivery date and time, items, quantity, price, extras and discount.
  • Money worked out for you: order total, a suggested deposit and the balance due.
  • Payment status at a glance: Unpaid, Deposit paid, Paid, Overpaid, or Check refund for cancelled orders.
  • A Next step column that flags overdue orders, orders due today or tomorrow, missing details, and completed orders that still owe a balance.
  • Upcoming tab: open orders due in your chosen window (7 days by default), plus anything overdue, earliest first.
  • Monthly tab: orders, completed orders, order value, collected and still to collect, by month.
  • Home tab: open orders, due soon, overdue and balance to collect at a glance.
Order totals, deposit to ask, amount paid so far, balance and payment status for each order
Deposits and balances: the suggested deposit is 50% by default, and you can change it.
Upcoming tab listing open orders due in the next days, earliest first
Upcoming: the next pickups and deliveries.
Monthly tab with orders, completed orders, order value, collected and still to collect for each month
Monthly: what came in and what is still to collect.

What you receive

  • A 2-page PDF guide with links to two Google Sheets templates.
  • Demo: fictional orders whose dates move with today, so the example always shows upcoming orders.
  • Start Fresh: a blank order book for your business.
  • A built-in Help tab.

Capacity: 300 order rows, 6 order statuses, and pickup, delivery or shipping.

Before you buy

  • Requires a free Google account and Google Sheets on a desktop or laptop. It is not designed for phones or tablets.
  • Google Sheets only: there is no Excel version. The template and the guide are in English.
  • You enter orders by hand. It does not take orders, send messages, process payments, create invoices or track inventory.
  • One currency at a time; the currency label does not convert money. Amounts are before tax and fees.
  • Dates are entered in month/day/year format.
  • It is a separate file from Bakery Pricing Studio: prices are typed in, not linked automatically.

Questions

Can I track cakes, cookies and bread in the same file?

Yes. Each row is one order; describe it in Items.

What if an order has several products?

Enter a quantity of 1 with the combined price and list the products in Items.

Does it work with Bakery Pricing Studio?

They are separate templates. Use Bakery Pricing Studio to work out your price, then type it into the order.

See every order, deposit and pickup in one place

Instant download on Etsy for USD 3.50. Questions before buying? Send TidyBatchStudio a message on Etsy.

Related: How to track custom bakery orders and deposits · Holiday cookie boxes: pricing and deadlines