When you start with a new business, the first thing you need to do is take orders from your customers so that you can produce according to the orders taken and deliver them as promised. Taking orders is a tough call sometimes, especially when you’re new to the business. The most efficient way to take orders is to create order forms on your device that help you to keep a track of the orders received and delivered. The easiest way to create forms is by using form templates online with their ready-made content and layout for you!
7 Steps to Create Order Form Using Excel Sheet
Step 1: Start With Blank Workbook
The initial step in creating an order form for your device is to open a blank workbook in excel spreadsheet. You will find the option to the upper-left corner of the Excel home page. Once the blank spreadsheet opens, we will now create our order form here.
Step 2: Create Columns
On the blank worksheet, type the heading Order Form and create four individual columns beneath it. Name the columns as Product, Price, Quantity, and Total. From here, the customers will be able to choose their product and look for the available price before they place an order. You can format the font style and size as you wish. You can also apply a border to the list by selecting a suitable border from the Borders option.
Step 3: Create a Products List
This will be a Product Lookup Table, where the customers will be able to find products that they can choose from. Go to the Styles group from the Home tab. Select Format as Table and then choose your Table Style. Now add the range of products under the Product heading in the columns we created. Name the list as “Product Lookup” in the Name Box that appears when you select the list of products.
Step 4: Drop Down List
Now we need to create a Drop-Down List on the Order Form for the products. Select the product column together and select the Data Validation from the Data Tab. On the Allow dropdown, select List; while in the Source box, write, “=ProductList”
Step 5: Add the Prices
Now we need to add the prices of the products so that whenever a customer selects a product, the column automatically returns its respective price. We do this using two formulas: the IF function and VLookup. The IF function will return an empty string if the Product cell is empty. While the VLookup will try to find the product from the ProductLookup table and return with the price.
Step 6: Calculate
The next step is to add the formula to calculate the total price when the customer enters a quantity of the product. For this, we will use the IF function as well. If the quantity row is empty then the IF function will return an empty string on the Total column. To calculate the total price of the product, we will use the SUM function on the Total column and we will get the total price of the customer’s order.
Step 7: Format
You can format the table by adding colors, cell formatting and font styling to make the Order form more visually appealing. Keep the headings in bold and make sure you provide the appropriate date for each day and month on the Order Form.
15+ Best Order Form Templates
1. Product Order Form Template
Templates for product order type are one of the time-saving business tools. Our Product Order Form Template is all you need to draw your clients and ensure professionalism in your company. You can add your company name, address, customer’s address along with the shipping address; all on the same template. So stop wasting time and download today!
2. Restaurant Order Form Template
Getting bored with the old food order form for your restaurant? Use something new and efficient! Get out new Restaurant Order Form Template, customizable for the ease of your customers. It comes in Google Docs, MS Word and also Apple pages to be downloadable on all your devices. Hurry and get this template today.
3. Restaurant Purchase Order Form Template
Get all your food purchase order maintained well with the help of this Restaurant Purchase Order Form Template, which is available for your device in any file format you like. You will get customizable format downloadable in Docs, MS Word and Pages for your Apple devices. Make your business in no time by downloading this order form now!
4. T-Shirt Order Form Template
Never overlook any minor details about any exchange by making this T-Shirt Order Form Template contain all the data you need. By using our order form template as evidence of such a transaction, avoid conflicts over ordering mistakes and make your business successful among customers. Available in multiple file formats for your device, you can easily edit any data to suit your company!
5. Free Order Form Template
Get this Order Form Template for your business to keep a track of all the transactions made without any fuss. It is available in MS Excel, Word and also PDF is ready-made and can be immediately uploaded to any user at any time. This free order form enables great economic monitoring to guarantee that all transactions are permitted and invoiced with proper billing, ensuring customer satisfaction.
6. Free Order Form Sample
Create a better and smarter way to track all your customer’s orders so that you can increase the efficiency of your business! Download this Order Form Sample in various different file formats, readily available without any charge. Therefore, without wasting further time, we recommend getting this order form template in PDF today!
7. Free Gift Order Form Template
Now you can boost your business by increasing the sales of gifts for your customers. Edit and create sales order forms in your device to enable the customers to order online and purchase their desired gift by using this Gift Order Form Template, easily available in your favorite file formats making it convenient for you to customize it to your liking!
8. Free Fundraiser Order Form Template
This Fundraiser Order Form Template, available in Microsoft Excel and Word, besides others, is all you need for your company. Helping you with ready-to-use sample order forms, you can use this template to calculate final prices, enable customers to select their choices and keep a track of shipment as well! All you need is download this file and start creating order forms.
9. Free Blank Order Form Template
Do you need a blank order form to add the required details of your company products? Look no more, as we have brought this Blank Order Form Template in all possible file formats for your convenience! Created by professionals, it has everything for the customers’ satisfaction, enhancing your business and making it better.
10. Sample Order Form Template
Want to create an effective booking order form that reflects the efficiency of your business? Well, make no more effort! Download this Sample Order Form Template, available in PDF format so that you can edit and customize in your desired editor to make it compatible with your company brand. Just add in the required product details and get going!
11. Standard Order Form Example
Want to find an efficient way to increase sales? You will definitely do better with this Standard Order Form. Available in PDF format, this booking order form is personalized to meet every business needs, from keeping track of customer orders, the prices to the past all orders for customer satisfaction. So worry no more, and download this template today!
12. Nursery Order Form Template
Opened a new nursery in the neighborhood? Wanna know how to start with the sales? Get hold of our retails order forms, making your life easier by helping you to create a personalized document that the customers can use to book orders and purchases from your online portal. No more mindless headaches regarding your business, just make a smart choice!
13. Organ Birth Record Order Form Example
It’s never simple to keep track of medical records and birth records. Make sure you don’t lose the efficiency of your hospital. Download this Organ Birth Record Order Form, with all essential spaces for the patient details. Just fill in the information needed in the order form and you get a ready-made template for your records!
14. Printable Order Form Template
What if we told you there’s a better way to track order records other than manually? It’s a customer order form that’s simple and easy to add details and is also printable right on your device. Downlaod this Printable Order Form from our website for your business to have a record of all the customers you have and the services they require.
15. Textbook Order Form Template
Running a stationaries business is not easy! You have to take care of all the orders of your customers and also deliver them to the right address. Now you can easily do this with our personalized Textbook Order Form, a material order form created for your business. It’s easy to handle and also printable in PDF format. So hurry and download today!