Small Shop Order Fulfillment Tracker

For makers and small online shops who pack and ship their own orders from a website, Etsy, social media or markets, including made-to-order and personalised pieces.

Enter each order and the products on it. Every order gets a ship-by date from your handling time, plus production days for made-to-order items, skipping weekends and the days you're closed. Status updates as you type packed, shipped and delivered dates: To pack, Packed, Ship today, Late, Shipped, Delivered, Refunded or Cancelled. The Packing Queue lists open orders in ship-by order with business days left, and a pick list totals the units of each product waiting to ship. Type an order number on the Packing Slip sheet to print a gift-friendly slip with personalisation, packing notes and your thank-you message. Each order also shows its real profit after channel fees (your fee % and fixed fee per channel), product cost, postage and refunds. The Monthly Summary and Dashboard show orders, revenue, net profit, average order value, on-time shipping rate, days to ship, transit times, shipping charged versus postage paid, and results by channel and carrier.

Included: worked-example and blank workbooks (9 sheets, 75,850 formulas; room for 200 products, 2,000 orders and 4,000 order lines), plus a 7-page PDF in US Letter and A4 with the ship-by and profit rules and a worked order, a daily fulfilment routine, packing standards for fragile items, customer message wording, and blank and filled packing slip and daily shipping log pages.

General information, not financial, tax or legal advice. Channel fees in the example are illustrations; enter your own.