How to make a delivery list from your orders?

"Need to create individual customer lists of vegetable name, quantity, and price."- Google Docs Editors Community

Google Forms puts each order in one row of the response Sheet, with a column for every product. Before a delivery run you need the opposite: a list per customer, with what they ordered and where it goes. So you read across mostly empty rows and copy each person's items by hand, and one slip sends the wrong box to the wrong door. With Neartail, orders from your Google Form go to a linked Sheet that already has a Line Items tab, one row for each item ordered, and an Order Summary tab with each customer's name, phone and address. Filter one, sort the other and share it with your driver.

Let's start. Create your order form and follow the steps below.

1. Name your order form

On the page that opens, click Enter your form name, type your form's name and click Generate. Check the outline it suggests and click Proceed. Your form opens on the Edit tab.
Neartail's screen to name your order form, with Vegetable orders typed in and the Generate button marked

2. Send the link to your customers

In your form, click SHARE, click Link, click Copy and send the link to your customers. They pick their products and quantities and type their address.
The Vegetable orders form on a phone with Tomatoes at $3, Carrots at $2, Spinach at $4 and Potatoes at $2

3. Link your orders to a Sheet

Click ORDERS, Google Sheets, then Link to Sheets. When it asks "Create a Google Sheet with all your orders?", click Proceed. When it says "Your sheet is ready and syncing has started", click View sheets. New orders are added to the same Sheet.
The Google Sheets report in the Orders tab with three orders and the Google Sheets tab and the Link to Sheets button marked

4. Get each customer's list

On the Line Items tab, click a cell, click Data, then Create filter view and pick a customer under Name. You see each product they ordered, with its price and quantity.
The Line Items tab of the Sheet filtered to Priya Nair: Tomatoes at 3, quantity 1, Carrots at 2, quantity 1 and Potatoes at 2, quantity 4

5. Share the delivery list with your driver

The Order Summary tab has one row for each order, with the name, phone and delivery address. To sort by area, click Data, then Create filter view here too and sort by Delivery Address. Click Share and add your driver's email.
The Order Summary tab of the Sheet with a row each for Priya Nair, James Chen and Maria Garcia, showing their order amount, phone, email and delivery address

Summary

A Google Form's response Sheet has a column for each product, not a list for each customer, so delivery lists get copied by hand. With Neartail, the linked Sheet lists every item ordered and each customer's contact and address, ready to filter and share with whoever delivers. Create your order form and complete the steps above. If you have any questions, write to support.

Last updated: