Materials Order Tracker Excel Template | Orders, Deliveries, Overdue Flags and Spend by Supplier

For trades and contractors buying materials across several jobs. Orders go missing, deliveries run late and nobody knows what each job has cost in materials. This workbook tracks every order from PO to delivery, flags anything overdue and shows your materials spend by supplier and by job.

What it covers

• Order log tracking every purchase from PO to delivery
• Overdue flags on late deliveries so you know who to chase
• Dashboard showing materials spend by supplier
• Materials spend broken down by job
• Setup tab for your suppliers and jobs

Who it is for

Suits builders, roofers, electricians, plumbers, joiners and small contractors ordering from several suppliers.

What is inside

• Easy Setup, your lists in one place so every dropdown matches how you work
• How To Use and Quick Start guides, from download to working in ten minutes
• Dashboard
• Orders
• Notes and Actions, Log and Diary, Goals and Targets, Weekly Review and Monthly Review tabs

How it works

Open the file in Microsoft Excel and start on the Easy Setup tab. Swap the sample lists for your own and every dropdown in the workbook updates. White cells are yours to type in and blue tinted cells calculate themselves, so there are no formulas to write. The example rows show every feature working, overtype them with your own figures and the totals and charts update as you go.

What you get

• One editable Excel (.xlsx) workbook with 10 tabs
• Built for Microsoft Excel, no macros and no formulas for you to write
• Example rows included so you can see every feature working
• Commercial licence, use in your own business, not for resale
• Instant digital download, no physical item shipped

Small print

Template only. The names, jobs and figures shown in the product images and in the example rows are examples only, overtype them with your own. A planning and record keeping aid, not professional advice, so check big decisions with the relevant professional.