Use case · Sales orders
A sales order app, generated from a workbook
Orders with header and line items, customer and product lists, live totals and two ready dashboards — built from one workbook. Start from the free template.
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The Sales Order starter workbook: an order form with line items, customer and product lists, live totals, and two ready dashboards. Enter your email to download it and join the early-access list. Enter your email to download the workbook and join the early-access list.
A shared sales-order spreadsheet works until two people edit it at once, a total is a stale formula, or "which orders are still open?" means re-sorting hundreds of rows. Sheetward turns that workbook into an order app.
What’s inside this workbook
Read straight from the Sales Order App workbook — the same file you download.
- 1 form
- 2 sections
- 20 fields
- 4 master-data tables
- 10 validation rules
- 5 formulas
- 2 field derivations
- 2 dashboards
Form
Sales Order
- Sales Order Details — 12 fields
- LINE ITEMS — 8 fields
Master data
Customer, Product, Region, Status
What it demonstrates
- Master-data lookups
- Validations
- Field derivations from master data
- Formulas within and across sections
- 2 dashboards
Not every app needs every feature — add what yours actually uses. See the Template Gallery
How it works
Open the template
Adjust the fields, lists and rules to match how you work.
Upload & review
Sheetward lists every field, dropdown and rule it detected — confirm, and the app is live.
Sell & track
Enter or import orders; totals compute live and the order number is assigned automatically.
What the template becomes
Orders with line items
One order header with a repeating LINE ITEMS section — product, quantity, unit price, discount — like an order and its lines, generated from a single Form_ sheet.
Auto order numbers
A sequential sales-order number assigned on save; a business key stops duplicate orders on import.
Live totals
Line amount (quantity × price × discount), line cost, order sub-total, tax and shipping — all Formula_ fields that recompute as your team types.
Customer & product master data
List_ tabs become the customer, product, region and status dropdowns; picking a product can auto-fill its unit price and cost.
Two ready dashboards
The template ships “Sales Overview” and “Sales Details” — KPI tiles, charts and interactive pivots, generated from Report_ sheets. No separate BI tool.
Roles, history & export
Owner, editor and viewer per app; a full change history per order; export to Excel, CSV or JSON whenever you want.
Why teams pick Sheetward
- Built from the order logic in your workbook — deterministic, not AI guesswork.
- Real multi-user: orders as records, not a locked shared file.
- Flat pricing — put the whole sales team on it with no per-seat costs.
- Leave anytime: export to Excel, or run the app yourself as a standalone bundle.
Frequently asked questions
Are the dashboards real, or a mock-up?
Real — the Report_ sheet in the workbook defines them, and they read your live order data as soon as records exist.
Can I change the fields to match my business?
Yes — the workbook is the design. Revise it and re-upload; the schema migrates and existing orders are preserved.
Can I import my existing orders?
Yes — bulk-import from Excel or CSV; rows are validated on the way in and the order number updates matching records instead of duplicating them.
Do I have to use the template?
No — any conformant workbook works; the template saves you building the form, lists, rules and totals from scratch.