Excel formats for the registers a business runs on
15 ready formats for orders, stock, payments, enquiries, quotations and staff tasks. Each one opens in Excel with example rows, dropdown lists and colours for late rows. The download starts at once: no form, no email.
Order register format in Excel
One row per order, from the day it is taken to the day the payment falls due. Late orders turn red by themselves.
Stock register format in Excel
An item sheet and a movement sheet. The balance of every item works itself out, and an item at its reorder level says "Order now".
Payment follow-up register format in Excel
One row per unpaid invoice, with the promised date and the next action date. A missed promise turns red.
Enquiry follow-up register format in Excel
One list for every enquiry, with one salesperson and one next follow-up date. A missed follow-up turns red.
Quotation register format in Excel
One row per quotation: amount, validity, next follow-up and the reason if it is lost. Quotes about to lapse turn amber.
AMC and renewal register format in Excel
One row per contract or warranty: cover, end date, visits promised and done. Contracts ending in 60 days turn amber.
CA firm compliance tracker in Excel
A client master and a work list: every filing of the month with its data status, work status and who it is pending with.
Rooftop solar project tracker in Excel
One row per project from enquiry to subsidy, with the days at the current stage. A project stuck for over 15 days turns red.
Dealer order sheet format in Excel
The order desk's day book for orders that arrive on WhatsApp, with the confirmation sent back and the evening check. The order format for dealers is on the second sheet.
Team task list format in Excel
Eight columns for the work you give, and a second sheet for the jobs that repeat. A late task turns red, and nobody has to be asked.
Delegation sheet format in Excel
The record of every task you give: planned date, first revised date, actual date done and days late. The second sheet counts a weekly score for each person.
Purchase order follow-up sheet format in Excel
One row per purchase order, from the day it is raised to the day the material is in your godown. Late material turns red and a follow-up that is due turns amber.
Daily production report format in Excel
One row per machine and shift: target, pieces made, rejected, minutes lost and the reason. A shift that falls short of its target turns red by itself.
Salesman daily visit report format in Excel
One row per shop visit: outcome, order value, amount collected, what the shop said and the next visit date. A skipped shop or a missed next visit turns red.
Complaint register format in Excel
One row per complaint, from the first call to the closed job: cover, technician, visit date, work done and charge. A missed visit turns red by itself.
What you get in each format
Five example rows
Invented names and places. Their dates move with today, so you always see how a late row looks.
Dropdown lists
Stages and other fixed choices are picked from a list, so everybody writes the same word.
Colours by themselves
A late row turns red, a row that is due turns amber, a finished row turns green.
A "How to use" sheet
What to write in every column, and the routine that keeps the register alive.
No macros and nothing to install. Every format belongs to a guide that explains the columns and the routine around them. Change the columns to your own words: the files are yours to use.
When a sheet stops being enough
A sheet works while one or two people keep it. When staff must update from the godown or the road and reminders must go out by themselves, the same columns become a system. Try one in your browser, without a sign-up.