What a sales order form captures
Customer name, billing and shipping addresses, customer PO number reference (if any), order date, requested ship date, line items with descriptions and quantities, unit prices, subtotal, taxes, shipping, and grand total. Plus a notes section for special instructions.
Print or send digitally
Print blank copies for in-person order taking, or use the online form to capture orders digitally and email confirmations to customers as PDFs. Both flows work with the same template.
Frequently asked questions
Can I use this for phone orders?
Yes. Print blank copies and fill them out by hand while taking orders by phone, then enter into your system later. Or use the online form on a tablet during the call.
Should the customer sign the sales order?
Customer signatures are optional but useful for high-value or custom orders. They add legal weight and document acceptance of pricing and terms.
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