Customer Order Tracking Template

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Customer Order Tracking & History

Customer Order Tracking & History
 

Improve customer service and transparency, and reduce service calls with this secure, always-current order status and account statement. Start a new row for each order, then attach orders, invoices, shipping details, and payment acknowledgement.

Template design and key features

 

Customizable Columns

 
Customer Details
Enter the customer name, account number, billing address and contact info at the top of the sheet
 
PO
Enter customer orders in the Primary Column (used for Smartsheet automated emails)
 
PO Date
Add the order date using the date picker
 
Ship Date
Enter the ship date using the date picker
 
Shipped Via
Add the shipping method and details
 
Invoice Amount
Enter the invoice amount — a formula calculates the total account balance at the top of the sheet
 
Invoice Date
Add the date the invoice was sent to the customer
 
Terms
Record the terms of payment for each invoice
 
Paid
Check off the checkbox when customer payment has been received

Collaborative Features

 
File Attachments
Store orders, invoices & shipping info
 
Alerts & Reminders
Set alerts for key dates & sheet changes
 
Comments
Log customer details, comments, & notes
 
Gantt Chart
Enable Gantt view to see a timeline
 
Calendar View
View & edit orders in a calendar
 
Row Hierarchy
Organize orders into collapsible sections
 
Sharing
Collaborate in real-time with customers
 
Update Requests
Request updates on invoice status
 
Web Forms
Collect customer order requests
 
Mobile App
View & update your tracker on the go

Sharing with different access levels

 

Collaborating on the order tracker with your customers

 

Getting updates on orders & invoices from your customers

 

Connecting with your apps

 

Learning resources