ADARIS TECH | SHOP ORDER RECORD
Version: 2026-10-10. Free template: use and adapt it freely.
Guide: https://adaristech.com/en/blog/organise-shop-orders-without-losing-track/

HOW TO USE IT
Save a copy and duplicate one record per order, including repeat customers.
Use a unique reference. Keep records in a team location with restricted access.
This template does not send data, notify customers or synchronise changes.
It does not replace quotes, invoices, inventory or an automatic audit trail.
Test with fictional data first. Record only the contact details you need.

BLANK RECORD
Reference:
Received on (date and time):
Incoming channel:
Customer or internal reference:
Contact needed for collection or delivery:
Order owner:

Item / service and agreed requirements:
Quantity ordered:
Reference to agreed quote, if any:
Customer's requested date:
Shop's confirmed date (leave blank until confirmed):
Confirmed by / confirmation date:

Status (choose one): awaiting confirmation / confirmed / in preparation /
ready / partially delivered / delivered / cancelled
Next task:
Task owner:
Planned review date:
Missing information or materials:

CUSTOMER NOTIFICATION (marking it ready is not enough)
Notified: yes / no
Date, channel and person who notified the customer:
Agreed collection or delivery:

DELIVERIES (add one line per delivery)
Date | item | quantity delivered | quantity remaining | recorded by

CHANGES (append lines; retain earlier entries)
Date and time | old -> new requirement | recorded by | confirmation pending

CLOSURE
Date and reason:
Checked by:
Any outstanding quantity or task?:

DAILY REVIEW
[ ] Due today: preparation and collection checked.
[ ] Overdue: reason and next action recorded.
[ ] No confirmed date: still visible in the pending list.
[ ] Ready but uncollected: check notification before contacting again.
[ ] Partial deliveries: keep open until outstanding items are resolved.

OUTGROWING THE RECORD?
If you need permissions, history or integrations, describe the process with
a fictional example at https://adaristech.com/en/contact/
Do not send this record filled with customer data. Commercial support is in Spanish.