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Make order processing more efficient with free order form templates. Customize them according to your needs.
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An order form template is a document that outlines the items in a customer’s order, the price and quantity of each item, and the customer’s preferred method of payment. Order forms can be used for a variety of products and services to help facilitate a customer’s request or intent to purchase. Aside from making sales much easier for the business, order form templates can also help streamline their order processing workflows.
Order forms vary in type and content depending on the products, services, or specific use cases involved. Here are some of the most common types of order forms that businesses and organizations use:
Purchase Order Form – This is typically prepared when a business is offering to purchase a specific item and number of items from the product catalog of another business. Unlike the usual customer order forms, purchase order forms are more straightforward since it is an initiative of the buyer to issue the form to the seller.
Repair Order Form – This is used in facility maintenance and automotive repair to describe the problem or issue causing the need for repair. It can also specify the type of maintenance or repair that the object needs or leave that for the technician to decide once they check and inspect the object. Additionally, instead of price, a quote or estimated cost of service is provided in the repair order form.
Change Request Order Form – This one is used to make changes to existing contracts or orders. This ensures that updates—such as changes in scope, quantity, or pricing—are documented and approved.
Custom Simple Order Form – This one, meanwhile is for ordering multiple products using Product ID and quantity. Ideal for repeat customers or internal business use.
Sales Order Form – This one is used to place sales orders on a website after carefully choosing all the products you want to buy.
Supply Order Form – This template is used when requesting new stock or supplies for a business.
Work Order Form – Instead of products, work order forms are typically used to request maintenance or repair services needed in a facility.
Bakery Order Form – As the name suggests, this form is used to purchase baked goods online.
Using templates for order forms streamlines the process of capturing order details, reduces errors, and ensures consistency across transactions. Templates save time by eliminating the need to create forms from scratch and can be easily customized to suit specific business needs or industries. Additionally, they promote professionalism and can help improve customer experience by providing a clear, structured format for placing orders.
The items and specific details to be added in an order form template differ depending on the product or service to be purchased. The items below includes information inn a generic order form:
Company/seller name and business address – Identifies the business issuing the order form.
Customer/buyer name and billing address – Details of the person or organization placing the order.
Date of order – Indicates when the order was placed.
Order number – A unique identifier for tracking and referencing the order.
Item name and/or description – Specifies what products or services are being ordered.
Price per item and quantity – Helps calculate the subtotal for each item.
Total amount to be paid – The final amount including all items, taxes, and possible discounts.
Expected delivery date – Provides a timeline for when the order should arrive.
Payment information – Covers payment method and terms (e.g., due date, paid/unpaid status.
To help you visualize what a completed order form template looks like, we prepared this sample template below in a PDF format:
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This purchase order form template is ideal for wholesalers or bulk orders. Use this purchase order form to do the following:
State the purchase order date and number
Clarify the shipping and payment terms
Add as many items as you need to the order
Record the tax rate, tax, shipping and handling fees
Approve the purchase order by digitally signing
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Auto repair shops and maintenance teams can use this repair order form template to document not only repair, but also other kinds of services. For auto repair, the template includes a list of common services requested and fields to record the vehicle’s year/make/model, serial number, and mileage. Maintenance teams in other industries can also use this repair order form to do the following:
Attach before and after photos so that customers can see the difference the repair or service made in the report
Confirm the date and time when repair or service started and ended
Add the type, description, and cost of new and replacement parts
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Use this change order form template to request, approve, and document alterations to the project. This template is divided into three sections intended for: the individual submitting the change request, the project manager communicating their initial impact analysis of the requested change, and the CCB to document the final decision.
