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Wholesale Order Tracker.

Every wholesale order from received to invoiced, with fill rate at a glance.

Live demo coming soonLogistics & wholesale · Operations
Demo screenshot coming soon

About this template

A pipeline view of the wholesale order book: orders move through received, credit check, picking, shipped, and invoiced. Track line fill rate and backorders by customer, and enter new orders with a simple form instead of another spreadsheet tab. Charts show open order value by stage and which accounts are waiting longest.

The live demo ships with sample data: About 60 open and recent orders from 18 retail accounts, with line items, requested ship dates, backordered quantities, credit holds, and computed fill rates per order and per customer.

The prompt behind this template

This is the exact description the Prized agent built it from. Yours can be one sentence: the agent fills in the rest, and you refine from there.

Show the full prompt

Build a wholesale order tracker for Harbor and Pine Goods, a home goods distributor in Grand Rapids selling to 18 independent retail accounts. Layout. Region one is a horizontal pipeline strip of five stage cards in order: Received, Credit Check, Picking, Shipped, Invoiced, each showing its order count and total order value; clicking a stage card filters the table below and the active stage gets an accent border. Region two is the order book table with columns for order number, account, order date, requested ship date, order value, fill rate percent, backordered units, days in stage, and a stage badge, plus a red Credit Hold flag where it applies. Rows expand to reveal line items: product, quantity ordered, quantity filled, quantity backordered. Default sort is days in stage, longest first, so stuck orders surface on top; add an account search box and a Backorders Only toggle. Region three is a charts row: a bar chart of order value by stage, and a horizontal bar chart of the five accounts waiting longest, measured by the age in days of their oldest open order. A New Order button opens a dialog capturing account, requested ship date, and two to four line items with product and quantity. Data. Seed 18 retail accounts with believable names like Maple Street Mercantile, Fern and Fog, and Cedar House Market, a 14 product catalog of home goods (stoneware mug sets, linen napkin packs, soy candles, cutting boards) priced $18 to $96 wholesale per case, and about 45 orders from the last 8 weeks, each with 2 or 3 line items and order values from $400 to $6,500. Distribute stages so every column of the strip is populated and about a third of the book is Shipped or Invoiced. Plant the story: overall fill rate reads a healthy 94%, but a single product, the stoneware mug set, is backordered on a dozen orders and drags several accounts under 85%, and Maple Street Mercantile has sat in Credit Check for 12 days, the oldest open order in the book. Behavior. Fill rates per order and per account, stage values, and waiting ages are computed from the seeded lines, never typed. Fill rate colors: green at 95% and above, amber from 85 to 95%, red below 85%. Public visitors browse read only, so the strip, table, and charts must tell the story unassisted. Visual identity. Use a slate blue accent for primary actions, the active stage, and chart emphasis on a clean light neutral base, with a tidy ledger feel.

Works with your data

The demo runs on sample data. Once it is in your workspace, connect the real thing:

  • Google Sheets
  • HubSpot
  • Slack

How templates work

  1. 1. Open the live demo. It is a real tool, not a mockup.
  2. 2. Use this template to get your own editable copy.
  3. 3. Prompt changes in plain language until it fits.
  4. 4. Connect your data and share it with the team.

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