Order Management Template

Track sales, manage inventory, and streamline fulfillment from one centralized app.

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Overview

This free order management template helps you create a unified hub for tracking orders, managing inventory, and supporting fulfillment, without juggling spreadsheets, emails, or disconnected systems.

It comes with a sample database so you can see how to structure your data for order workflows. You can also connect Google Sheets, Notion, SQL databases, or any Softr-supported data source to customize the system for your team.

Why use this order management template

Unify sales, inventory, and fulfillment workflows: Manage everything from order creation to shipment tracking in one place.
Speed up internal coordination: Sales reps, warehouse teams, and managers can collaborate in real time, with role-based views for each group.
Minimize costly errors: Standardize data collection and inventory updates to reduce delays, double entry, and stockouts.

Template features:

Role-based access
Separate user groups for Sales, Warehouse, and Admin team members, so they have access to only the tools and data they need.
Real-time inventory tracking
Sync your inventory levels and avoid overselling or fulfillment delays with live visibility.
Order creation
Let your sales team create new orders quickly, capturing all key details in a standardized format.
Order status & delivery tracking
View order progress and shipment status in one secure portal, great for internal or client-facing use.
Centralized dashboard
Visualize and filter orders by status, location, or sales rep to monitor fulfillment at a glance.
Works on any device
Allow users to access the platform from any device with a fully responsive design. You can even turn your app into a downloadable mobile app with Softr's PWA feature.

Who is this order management template for?

This template is designed for teams that need to streamline internal fulfillment workflows, but it’s flexible enough to support external vendors, clients, or franchisees too.

Retailers & e-commerce teams: Track incoming orders, fulfillment, and shipping in one place.
Wholesale distributors: Share inventory availability, pricing, and order status with team members or clients.
Warehouse teams: Stay updated on stock levels and fulfill incoming requests with fewer errors.
Sales teams: Submit orders quickly and accurately with standardized forms and automatic tracking.
Field service or construction teams: Coordinate deliveries, parts, and material orders between office and job site.

“What we love most about Softr is the instantaneous, customizable power a no-code platform allows.”

David Malbin

Founder, Integral Ed

How to set up your order management system template

1
Click Use template: Sign up or log in to your Softr account (it’s free, no credit card required!)
2
Bring in your data: Your template comes with a Softr Database already connected and loaded with sample data. From there, replace it with your own data or connect to 17+ external sources (like Airtable, Google Sheets, HubSpot, Notion, and more) in just a few clicks.
3
Customize logic and branding: Describe changes using the AI Co-Builder, or adjust layouts with drag-and-drop blocks. Review user groups and permissions to control access, then style everything to match your brand.
4
Go live in minutes: Your order management system is ready! Authentication, permissions, and hosting are already built in. Publish and share the URL with your teammates or clients to start collaborating.

Frequently asked questions

Do I need to be technical to use this template?
No. Duplicate this template into your Softr workspace and you get a working app already connected to sample orders and products, nothing to build from scratch.
To adjust it, prompt the AI Co-Builder in plain English, for example "add a Backordered status to the Orders table," and it makes the change for you. Prefer hands-on control? Use Softr's visual editor to edit fields and layout directly.
What data sources can I use?
Softr supports 17+ data sources, including Airtable, Google Sheets, Notion, ClickUp, monday.com, SQL databases, and more. Choose what works best for your team.
Can different team members have different access?
Yes. Set up user groups so that Sales, Warehouse, and Admins only see what’s relevant to them. You can also add clients or external users if needed.
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Can I white-label the app with my branding?
Yes. Duplicate the template into your Softr workspace, then prompt the AI Co-Builder to swap in your logo, update colors and fonts, or connect a custom domain, just describe what you want changed.
Prefer hands-on control? Use Softr's visual editor to adjust branding element by element.
Can I use the order tracking feature for clients too?
Absolutely. You can make part of your portal client-facing, so customers can check order status, download receipts, or get delivery updates, all without emailing your team.
How do I customize and automate this order management template?
Start by duplicating this template into your Softr workspace. Then prompt the AI Co-Builder to make changes, like adding a new order status, adjusting inventory fields, or updating the design, just by describing what you want. Prefer hands-on control? Use Softr's visual editor to edit layouts and fields directly.
You can also set up Softr Workflows to notify your warehouse team automatically when a new order comes in, or alert customers by email when their order status changes to Shipped, so everyone stays updated without manual follow-up.