Custom Multi-User Order Processing Spreadsheet System
Budget: $1,500 – $3,000 CAD
Excel/Google Sheets-Based Order Processing System with Multi-User Access, Reporting, and PO PDF Generation
Project Overview:
I am looking for an experienced spreadsheet developer to design a professional order processing system using either Excel (OneDrive) or Google Sheets. The system must support:
Multi-user access control
Order assignment to specific workers
Status tracking (including returns, claims, and cancellations)
Customizable reporting tools
Automatic Purchase Order (PO) creation and export to PDF
Core Requirements:
User Access Levels
Admin: Full access to all functions
Manager: Can assign orders and generate reports
Worker: Can view/edit only assigned orders
Order Management Workflow
Input and track orders (Order ID, customer name, product details, pricing, etc.)
Assign each order to a worker
Update order status: Processing, Shipped, Delivered, Returned, Claimed, Canceled
Returns / Claims / Cancellations
Ability to log reason, date, and resolution
Link the issue back to the original order
Maintain full activity history
Purchase Order (PO) PDF Generation
Generate formatted Purchase Orders from order data
Export/download as PDF directly from the sheet
Auto-generate PO numbers
Include vendor, customer, itemized list, total, terms, etc.
Automated Reporting
Per-user reports: # of orders completed, pending, average processing time
Order status summary (visual or tabular)
Claims/returns tracking dashboard
Data Controls and Validation
Protected sheets/cells based on user role
Dropdowns for consistent data entry
Filters and search capability for ease of use
Cloud Compatibility
Must work seamlessly on either Google Sheets or Excel Online (OneDrive)
Optional: email notifications when a worker is assigned a new order
Project Overview:
I am looking for an experienced spreadsheet developer to design a professional order processing system using either Excel (OneDrive) or Google Sheets. The system must support:
Multi-user access control
Order assignment to specific workers
Status tracking (including returns, claims, and cancellations)
Customizable reporting tools
Automatic Purchase Order (PO) creation and export to PDF
Core Requirements:
User Access Levels
Admin: Full access to all functions
Manager: Can assign orders and generate reports
Worker: Can view/edit only assigned orders
Order Management Workflow
Input and track orders (Order ID, customer name, product details, pricing, etc.)
Assign each order to a worker
Update order status: Processing, Shipped, Delivered, Returned, Claimed, Canceled
Returns / Claims / Cancellations
Ability to log reason, date, and resolution
Link the issue back to the original order
Maintain full activity history
Purchase Order (PO) PDF Generation
Generate formatted Purchase Orders from order data
Export/download as PDF directly from the sheet
Auto-generate PO numbers
Include vendor, customer, itemized list, total, terms, etc.
Automated Reporting
Per-user reports: # of orders completed, pending, average processing time
Order status summary (visual or tabular)
Claims/returns tracking dashboard
Data Controls and Validation
Protected sheets/cells based on user role
Dropdowns for consistent data entry
Filters and search capability for ease of use
Cloud Compatibility
Must work seamlessly on either Google Sheets or Excel Online (OneDrive)
Optional: email notifications when a worker is assigned a new order