Order Pipeline Model template

edited 12/09/19 in Using Smartsheet
05/16/18 Edited 12/09/19

I'm a Smart Sheet noob and as I was watching the first Card View video I saw the Sprockets Sample which was referred to as an "Order Pipeline Model". This is very close to what I need to track our large orders of partially machine goods form overseas through ocean freight and in-house manufacturing processes.

Is there a source for this as a Template or as the Sample itself which I could modify?

 

Thank you in advance. BIll

Comments

  • Hi Bill,

    I just shared the sheet with you.

    Best,

    Kara

  • I would also be interested in this sheet. I am managing product orders that go ocean freight from China and then get delivered to different customers within the US. Is this, or other similar examples, posted somewhere online?

  • Hi @Mike Fischer

    There are a number of templates available in the Solution Center (the + button on the left navigation panel). Some of the templates here include a Customer Order Tracking and History sheet, a Place an Order Form sheet, and a Sales Pipeline and Tracking template set.

    I hope this helps!

    Genevieve

  • Thank you. I had previously looked at the Order Tracking templates, but only a small amount was applicable to what I am trying to manage. I know that was an old post, but saw mention of ocean freight and thought there might already be some templates out there. I am more involved with order fulfillment. I realize I need to customize my own template, but I thought I might be able to make some modifications to an existing template, instead of starting from scratch. This is a very basic view of the procedures.

    1) Book the ocean freight containers from China.

    2) Confirm which customer orders were loaded onto the container.

    3) Track the progress of the container sailing to the US.

    4) Manage the domestic shipments from the US port to the various customer locations.

  • Hi @Mike Fischer

    It sounds like either the Project Schedule Management template set or the Supply Chain Operations Management template set may be better starting points for you, then. You're right, no matter what template set you use there will be elements that need to be adjusted to fit your specific process, but I hope these can get you started in the right direction.

    Cheers!

    Genevieve

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