How to Create a Price Order Form
A price order form is an important tool for businesses that process and fill product orders. An easy-to-use price order form enables customers to clearly communicate their needs, and enables the company to smoothly receive, input and invoice the information contained in customer orders. In addition, a professional-looking price order form communicates to your customers that your company is serious and professional. Many printing companies offer reasonable rates on price order forms tailored to your business needs.
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Instructions
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Use the top section of your price order form for company information that customers can use to contact you to place orders and ask questions. Include your company name, phone number, fax number, email and website to provide customers with the greatest number of contact options. Include your company logo, if space permits, to further brand your company.
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Use the middle section of the form for customer information. Provide space for a name, address and phone number, as well as the order date and delivery instructions.
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Create a spreadsheet with vertical columns for order quantity, item description, unit price, and extension, or unit price multiplied by number of items ordered. If your company uses identifying numbers for its products, also include a column for the item number. Provide a sufficient number of horizontal lines for the order items, and a line underneath them for the subtotal. Add lines for sales tax, if applicable, and for any price adjustments such as discounts or credits from previous orders.
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If creating an online order form, interface it with your company database so customer orders will automatically transfer from your website to your production sheets. This enables you to access customer order information and incorporate it into your production schedule without having to do additional data entry.
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References
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