Wholesale Order Form Template
Wholesale Order Form Template
Wholesale Order Form Template Excel
If you’re just jumping into the world of wholesale, it can be hard to figure out where to start. Making wholesale transactions can be difficult without the proper level of organization. One key thing to do is make a series of documents designed to help you advertise your company – once the order starts coming in, you’ll know you’re doing something right. There are three main items to think about:
- A comprehensive list of your products and goods
- A contract for wholesale orders
- Multiple order forms
You can use a wholesale order template to produce catalogs, which are useful when dealing with customers who want to make wholesale purchases. In particular, trade shows are a venue where people can instantly become new customers. If they have any business of their own, they may want to buy wholesale. We’ll help you figure out how to configure a wholesale order form template so that your potential customers know that you’re running a serious and professional operation. This kind of documentation also insulates you from any issues that spring up while an order is being carried out.
Don’t forget to check exceltemplates.net for a wholesale order template or any other Excel templates you might need! Let’s talk about what should go into a template before you’re ready to break it out.
Information About The Company
In the beginning, you need to make sure the order form you’re working with details the name of your enterprise and its contact information, including:
- Any relevant logos
- Name of the company
- Address
- Phone #
- Information about the order (including ID)
Approximate Shipping Date
The ID number for the order can follow a number system for further convenience. The most popular systems to use in this situation are an incremental system, in which the ID number simply increases above the number for the last order, and an ordered number system which has a key to identify significant details about the order.
As an example, let’s break down this order: 140425-FND-1. That strong of numbers denotes the year, 2014, the month and date of the order, April 25th, the nature of the event making the order (FND = fundraiser), and the last number indicates that this is the first order made by a particular country.
The incremental system is great for keeping track of your total number of wholesale orders your company’s been involved with. The ordered number system is better for identifying specific orders quickly. Both systems don’t really mesh together well, so you’ll have to decide which system is the better one to use for your business.
Information About Customers
You’ll need to make sure your wholesale order form template has spaces for incoming information meant to identify customers and document their contact information:
- Customer’s name
- Business name
- State tax resale #
- Address for invoice
Product Table
Make sure you pay plenty of attention to this section. Clients will have the opportunity to add details about their orders here. To that end, it’s up to you to ensure that every product and all of their alternate versions have their own stock keeping units (SKU). A system relying on SKU and an incremental ID system or another similar system to rapidly identify orders and products.
SKUs are valuable devices. Take this example: PHNE-BL-IP might translate to Smartphone case – black – iPhone. There’s no room for doubt about what this product is. With all of your goods and/or services arranged this way, customers won’t have to waste time describing what they want to purchase.
You can configure your template to possess either a blank, empty table, or a pre-filled table containing every product you’re selling.
If you’re using an empty table, label its columns like this:
SKU
Price
Amount
Total
A pre-filled table should have these labels:
SKU
Price
Amount
Minimum amount (optional)
They seem similar, but the pre-filled table does a more efficient job of inputting what customers want from their purchase. This way, you don’t have to worry about mistakes being made while typing in the SKU.
What It Boils Down To
If you have a large amount of products available, or if you won’t need a minimum amount for products, you should go with an empty table. Just make sure to leave a line empty at the bottom of the table to reflect the total quantity of the order.
Terms And Conditions
The typical wholesale contract dictates the manner in which sales are conducted. If you haven’t already secured a contract, you can find tutorials about how to draft a contract online. The section in a contract concerned with the terms of sales serves to inform customers what rights they have when engaging in transactions with your companies
A Few More Things
Notes
In case you have more information or details to add to your order form and can’t find another spot to write it, having a section just for notes is a good idea.
Signature
Including a signature of the person who signed off on an order is always good for posterity.
That’s all there is to it. When you’re ready to download a wholesale order form template Excel, you’ll be prepared to boost your company’s wholesale profits with it.
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