Online Shop Order Ledger Template

Posted on February 17, 2010, 10:00 am, by Jaime, under Business.

image credit: dream beam

Hey there bakers!

Many of you are shop owners — some small others large — but whether you’re running an Etsy shop or a big brick & mortar store, you keep track of your sales in one way or another.

Well, if you didn’t already know this, I used to have an online design/lifestyle shop. It was very successful, but my heart was not in it, so I “pulled a Seinfeld” and walked away on a high note. Anyway, while I ran my shop, I created a custom order ledger that I used to keep track of every order and my costs, such as shipping, tax and cost of inventory. At any time I could refer to this ledger to see how far along I was in the month, how much profit I had made so far, and what I’d spent on shipping. I first created it along with my accountant to make it easier for him to see all the details of my operation month-by-month. But, now that I don’t have a shop anymore, my ledger was just sitting in my Archive folders and I thought, why not share it! If you’re looking for a way to get more organized in 2010, this template is a great option.

And now I’m passing it on to you. I’ve reworked my ledger into a template that you can customize to your own needs. Each column header has comment notes that describe what that column does. Also note that there are formulas in there so you don’t need to do any math.

Download my order ledger template here.

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12 Comments

  1. belinda/gretchenmist on February 17, 2010 at 5:37 pm

    thanku! this is so helpful :)

  2. Colleen (bcharmer) on February 17, 2010 at 8:07 pm

    WOW, that’s super generous of you, Thanks!

  4. Erin at Vale Design on February 19, 2010 at 10:41 am

    WOW! Thank you so much Jaime for sharing. I currently have mine in excel, but it is always nice to compare and contrast what I can be doing better. From the looks of your template, there is A LOT I should be doing better :)

  5. Jaime on February 19, 2010 at 11:57 am

    I’m so glad that this is useful!!

  6. business buzz 2-19-10 « craftMBA.com – business thinking for designers & makers on February 19, 2010 at 1:44 pm

    [...] Online Shop Order Ledger Template – A free Excel spreadsheet to help you keep track of online sales, expenses, and profits. [...]

  7. Rachel on February 19, 2010 at 5:32 pm

    This is wonderful! Thanks so much for this, I’ll be linking.

  9. Cyn on February 24, 2010 at 10:04 pm

    You create THE best freakin’ forms ever, Jaime! Thanks for sharing.

  10. Adriana on February 28, 2010 at 1:14 pm

    I am about to open my etsy shop and still a bit lost about how to go about dealing with the number. Your form has just fallen from heaven! ;) Thank you so much!

  11. becky on March 3, 2010 at 2:02 am

    I have been doing this long enough that i should already have one of these…but no. so thanks!!! it’s never to late to start i hope. :)

  12. Laura on March 14, 2010 at 5:05 pm

    Thank you so much for sharing this! I have been trying to get a similar thing drawn up over this weekend, but yours is much better.
    Laura

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