Review criteria
- +Orders by wholesale account
- +Delivery and recurring-order columns
- +Invoiced vs. paid totals
- +Works in Google Sheets and Excel
Wholesale Order Tracker in Coffee Roaster
The Wholesale Order Tracker is a copy-ready spreadsheet for coffee roaster that tracks accounts, products, quantity, delivery, paid. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 10 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “Wholesale Order Tracker”
Tabs: How to use · Orders · Roast planFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 10 minutesColumns: 9
Columns (grey = calculated for you)
- Order date
- Account
- Product
- Bags (5 lb)
- Price per bag
- Delivery date
- Recurring
- Status
- Order total
- Open the Orders tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Roast to order: Bags to roast and green pounds come from orders still in Ordered status.
- Roast loss is usually 12 to 20% depending on roast level; adjust the 15% to yours.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Wholesale Order Tracker
About this template
It is built for people who want results without another subscription: roasters serving cafe accounts. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Wholesale Order Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Roasters serving cafe accounts
- +Anyone tracking recurring wholesale orders
Pause before choosing when
- -Automatic invoicing
- -Route-delivery optimization
About Coffee Roaster
Why people consider this option
- +Log roasts and green inventory without paid roastery software
- +Track wholesale orders in a file you control
- +Keep cupping and roast notes in one place
What to review before acting
- -No roaster-machine integration without a tool
- -Growing roasteries want dedicated software
Trust FAQ
Questions people ask before copying a template
Does the Wholesale Order Tracker work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Wholesale Order Tracker really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Wholesale Order Tracker track?
It tracks accounts, products, quantity, delivery, paid. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.