Order Management Database Template

Your Order Management Database at a glance

This template gives you a complete system to track orders from creation to delivery. It keeps your sales, warehouse, and fulfillment teams perfectly aligned.

Customers, orders, and products are naturally connected through linked tables. When a new order is logged, it automatically links to the right customer profile and calculates the total amount using built-in rollups.

Why managing orders in spreadsheets breaks down

As your order volume grows, spreadsheets quickly become unreliable. Formulas break when rows are accidentally deleted, and tracking fulfillment across different tabs causes costly shipping errors.

What a structured database changes

Every piece of data has a strict format, from automated order IDs to specific delivery statuses. You can link multiple products directly to an order without relying on fragile VLOOKUPs.

This ensures accurate total amounts and real-time inventory counts as you scale up. This is exactly what Softr Databases are designed for.

What you can do with this template

Track exactly which products belong to which order and smoothly monitor statuses from "New Order" to "Delivered".

You can also configure Database AI agents to automatically categorize incoming requests, flag low inventory levels, or summarize order specific notes.

Who is this Order Management database for

This template is built for teams that need to handle order fulfillment efficiently.

• Sales Representatives: Track customer order history and verify stock availability before closing deals.
• Warehouse Managers: Monitor incoming orders and seamlessly update statuses as items are picked, packed, and shipped.
• Operations Leads: Keep an eye on overall order volumes and automated sum totals to ensure smooth supply chains.

How to take it further

Start by customizing the database to fit your exact workflow. You can easily modify the order status dropdowns to match your fulfillment stages or add new fields for tracking numbers.

Next, import your existing customer and product data to start working immediately. You can upload a CSV file or set up an API connection to sync with your current inventory tools.

When your team is ready, you can build an app on top of this data to create a custom customer portal. Using integrated users and permissions, you can ensure clients only see their own order history while your warehouse staff sees the entire queue.