How to Keep Track of Customer Orders in Excel (With Easy Steps)

Having a Tracker Template for incoming orders from customers can help in many ways. We can easily make it in Excel with all the required data to keep track of the orders.

STEP 1 – Headline Entry

Enter the required Headline fields for your data.

STEP 2 – Input Customer Orders and Apply Data Validation

Input the orders carefully.
The following image illustrates the respective Order IDs and Order Dates.
Under the Priority header, select the range C2:C6 for Data Validation.

Go to Data ➤ Data Tools ➤ Data Validation.
Select Data Validation.

The Data Validation dialog box will pop out.
Choose List in the Allow field.
Type High,Low,Medium in the Source box.

Press OK.
Select any cell in the range C2:C6. It’ll return a drop-down icon.

STEP 3 – Complete Order Details

Type the Customer Names.
Apply Data Validation for Products.

Repeat the Data Validation process for the Size and Order Status fields.

Complete the Order Status.

Input the Payment Status (Paid) and Bill.

STEP 4: Create a Dynamic Bill Total

Select cell I7.
Type the formula:

=SUM(I2:I6)

Press Enter to return the summation.

NOTE: The SUM function calculates the total of I2:I6.

STEP 5 – Generate Dynamic Order Summary

Select cell B10 and type the formula:

=COUNTIF(C2:C6,"High")

Press Enter and it’ll return the total count for High Priority orders.

NOTE: Replace High with Low and Medium in the COUNTIF function argument to find the Low priority and High priority orders respectively.

Choose E10 to find the count for Order Status.
Type the formula:

=COUNTIF(G2:G6,"Processing")

Press Enter to return the result.

NOTE: Replace Processing with Cancelled and Shipped in the COUNTIF function argument to find the Cancelled and Shipped orders respectively.