Free Order Form Templates

Make order processing more efficient with free templates

employee using an order form template

Published 23 May 2022

What is an Order Form?

An order form 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, an order form can also help streamline their order processing workflows.

This article will briefly discuss the following:

What Should Be On an Order Form?

Parts of an order form that you should include:

  • Company/Seller name and business address
  • Customer/Buyer name and billing address
  • Date of order
  • Order number
  • Item name and/or description
  • Price per item and quantity
  • Total amount to be paid
  • Expected delivery date
  • Payment information

How to Make an Order Form Using iAuditor

iAuditor by SafetyCulture is a collaborative operations platform with a robust form builder for teams to create customized order forms and more. iAuditor is GDPR-compliant and can automatically notify your warehouse or stockroom team whenever an order form is completed. You can also export to Google Sheets and Excel using integrations. Make an order form in 3 simple steps with iAuditor:

  1. Download the free order form template or create your own.
  2. Edit the template to add, change, or delete fields.
  3. Add your brand or company logo to the template.

How to configure iAuditor to allow customers to place orders and receive updates on the status of their orders:

  1. Add a new Issues category and name it. You can have one Issues category for all orders or different Issues categories based on the order type or its product category.
  2. Select who gets notified when a customer submits their order.
  3. Add up to 5 custom questions. No need to add questions asking for the customer’s name and contact info. These questions will automatically appear at the end of the customer’s order submission.
  4. Copy the Issues QR code link. Post it on your website or social media accounts.
  5. Once a customer submits an order, you can assign it to someone within your organization so that it’s clear who is primarily responsible for fulfilling the customer’s order. You can also add a site to attribute the order to, as well as set the order’s priority and due date. 
  6. Share the order link with your customer to keep them informed on the status of their order. You can even share photos, videos, and PDF files with them through this order link. 
  7. Use the order form template to formally record the customer’s order and get more insights on how efficient your team is when it comes to processing orders.

Sample Templates 

Below are some sample templates that you can use as inspiration when creating your own order form and also download if you think only a few edits are needed to make them perfect for you:

Purchase Order Form 

A purchase order form 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.

Material Order Form 

A material order form is used in the construction industry to lay out the materials that the firm or on-site team needs from the supplier. The purpose of using a material order form is to clearly state the type and the quantity of materials that the firm is requesting. This list is then approved by someone within the company before being sent out to the supplier as a formal requisition.

Repair Order Form

A repair order form 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.

Get started with iAuditor for free.

SafetyCulture Content Specialist

Zarina Gonzalez

Zarina is a content writer and researcher for SafetyCulture. She enjoys discovering new ways for businesses to improve their safety, quality, and operations. She is working towards helping companies become more efficient and better equipped to thrive through change.

Zarina is a content writer and researcher for SafetyCulture. She enjoys discovering new ways for businesses to improve their safety, quality, and operations. She is working towards helping companies become more efficient and better equipped to thrive through change.