Can I use Airtable for simple Customer/Order tracking?

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4 - Data Explorer
4 - Data Explorer


My daughter started her own home business to sell things that she makes. I’m looking for a free and simple system that I can use to track her sales and expenses. All I’m envisioning are ‘tables’ for Customers and Products and then a way to input orders (who ordered what) and do simple reports to pull a list of all the orders within a timeframe or something like that. And also a place to record purchase for supplies to eventually do a cash flow type report to show profits.

Since Airtable is designed to be used in lots of different ways, I’m completely lost as to the best way to use it in this way or if maybe there’s a better solution out there to fit my needs. I’m open to all advice.


1 Reply 1

Welcome to the community, @Mike_Boehm.

While Airtable can be used for all of that, it’s not necessarily “simple”.

Like you said, Airtable is designed to be used in lots of different ways, so you would have to custom-build your entire system from scratch the way you would like it to operate. You could start by using one of Airtable’s templates, but Airtable is not really setup like a traditional ordering system. And Airtable doesn’t really have any sort of a built-in reporting feature such as a cash flow report. You would need to handcraft everything the way that you would like it to work. On the more positive side, Airtable can be integrated with thousands of different external websites & apps, and perhaps some of Airtable’s built-in apps would fill some of your needs as well.

You might be potentially better served by looking for an online invoicing & ordering & inventory & reporting system that is already 100% setup for you — perhaps even Square, which offers all of that for free.

But Airtable can be a powerful & customizable tool that goes beyond what Square can do.