Holiday Cookie & Bakery Order Form Kit (Editable Form + Order Tracker)
INSTANT DOWNLOAD: an editable template and a spreadsheet; nothing is shipped.
Taking holiday cookie orders? You get more than an order form here. The kit gives you a form to hand to customers, plus a tracker that adds up every order, tracks deposits and balances, puts pickups in order and tells you how much to bake each day.
AI disclosure: this item was created with the use of AI. LB3 Trackers designed it with AI assistance: AI tools helped write the layouts, formulas and instructions.
Editable form (Word / Google Docs, US Letter):
- Holiday cookie order form: customer details, pickup or delivery, an item table with subtotal, deposit and balance due, allergies, cookie colors and names, payment method, policies, signature. Replace the [brackets] with your bakery name, menu and dates.
- Pickup day schedule: time, order, customer, items, balance to collect and a done checkbox.
- Order confirmation slips, 3 per page, to tape on boxes.
Order tracker spreadsheet (Excel / Google Sheets):
- Menu: up to 8 items with prices, an optional daily limit and your deposit %
- Orders: type quantities and it works out the order total, deposit due, balance and status. Overdue unpaid pickups turn red.
- Pickup Schedule: every order sorted by date and time automatically
- Baking List: pick a date (or a date range) to see how many of each item to bake, with a warning when you go over your daily limit
- Summary: total order value, money collected, money still owed, orders awaiting deposit, best seller
- BLANK and SAMPLE versions (the sample orders are made up). No macros.
Pricing your cookies? Our Recipe Cost Calculator (in this store) works out what each batch costs you to make, which pairs well with this kit.
Format: one ZIP file with a .docx form, two .xlsx files and a README. Open the .docx in Word, or upload it to Google Drive and open it with Google Docs. The spreadsheet works in Excel, Google Sheets, LibreOffice and Numbers.
Please note: home bakery sales are regulated differently in each state (often called cottage food rules). Check your local rules for licensing and labels. This kit is a planning tool, not legal, food safety, tax or financial advice.
Instant download: after payment you get a download link right away.
Questions or a problem with the file? Message us through the store contact page. If the file doesn't work for you, we'll fix it or refund you.
License: personal / own-business use. You may print and give the forms to your own customers. Please don't resell, share or re-upload the template files.
Pairs with our Recipe Cost Calculator: https://payhip.com/b/ceb9t