Free Excel template · Wholesale
Keep wholesale orders, payments, and ship dates under control.
Manage customers, order lines, case quantities, balances, payment status, and overdue shipments.
.xlsx Excel workbook✓ Formulas included✓ Editable✓ Works offline✓ Free
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Workbook facts
Know exactly what you are downloading.
This is a complete, editable workbook designed for wholesale work—not a locked preview or an empty shell.
- File
- BatchScale-Wholesale-Order-Tracker.xlsx
- Format
- Microsoft Excel .xlsx
- Current version
- 1.0
- Worksheets
- 5 guided sheets
- Calculations
- Formulas included
- Compatibility
- Excel; importable into Google Sheets
Easy from the first click
It guides you like a simple app.
Open the workbook, choose the first sheet, and type only in yellow cells. Start, Back, and Next controls stay above every table, while gray cells calculate automatically.
Formula-driven totals and summaries
Realistic example records
Warnings and follow-up statuses
Compatibility-safe formulas for current and older Excel versions
Click-to-open sheetsSTART HERECustomersOrder LinesOrdersWholesale Summary
Keep working with your numbers
Download it now. Keep it as long as it helps.
The workbook is complete, editable, and useful on its own. When disconnected spreadsheets become hard to maintain, Batch Scale gives you the connected next step.
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Useful first
No macros. No intentionally missing formulas. No calculator result gate.
How it works
Start with one real product, order, or planning period.
- 1Start with Customers and replace the yellow examples with your own records.
- 2Use the dropdowns and stable IDs instead of retyping the same information.
- 3Complete the supporting sheets, then review Wholesale Summary for totals and exceptions.
- 4Resolve missing inputs and review statuses before using the results to make a decision.
Worked example
Retailer opening order · 18 cases
This illustrative example shows the kind of decision the workbook makes visible. Replace every sample value with current information from your own business.
lightbulb
What it clarifiesCase quantities, committed inventory, payments, and ship date stay on one order.
Example inputs
- Case quantity
- 12 units
- Cases ordered
- 18
- Wholesale unit price
- $5.50
- Deposit received
- $594
Calculated view
- Units committed
- 216
- Order value
- $1,188
- Balance due
- $594
Questions
Before you download
Will this update when I add records?add
Yes. Formulas are prepared for the available input rows. Copy a complete row when you need more capacity, and keep IDs and units consistent.
Do I need Microsoft Excel?add
The file is a standard .xlsx workbook. It works best in current Excel and can also be imported into Google Sheets, though some formatting may look slightly different.
Is the spreadsheet really free?add
Yes. The workbook is complete and usable. Your email delivers the file and lets Batch Scale send practical maker-business guidance when you consent.
Can I change the formulas?add
Input cells are clearly marked and formula cells are separated visually. You can make a copy and adapt it, but keep an untouched original so you can recover the built-in calculations.
Ready to stop managing spreadsheets?
Connect costing, inventory, production, purchasing, and sales.
Batch Scale turns separate files and repeated updates into one operating workspace for your maker business.
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