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Sales Order Form Template


A sales order form is a document that is issued by the seller to confirm a purchase. This form template is designed to help businesses record customers’ purchases. With this form, businesses can collect relevant information like the contact details of the buyer, description of the purchase and so on. Get started with this template today.


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Tips For Using the Sales Order Form Template

A sales order form helps you collect all relevant information about customers and their orders. You can also use it to seamlessly track order and delivery status.


What Is a Sales Order Form?

A sales order form is a document that specifies the products or services being ordered, the quantity, the price, and the shipping information. It allows you to track orders and give customers all relevant sales information.


Who Prepares Sales Order?

The seller or sales team creates the sales order form after receiving a purchase order from the buyer. However, in some companies, the customer service or accounting team also prepares the sales order form.


How Do I Create a Sales Order Form?

Step 1- Open the sales order form template

Step 2- Edit form questions to fit your business

Step 3- Add branding assets to customize the form design

Step 4- Set up your preferred settings- submission notification, offline access, and others.

Step 5- Share your customers via email, QR code, social media, or embed on a webpage.

Step 6- Collect and monitor responses


What Is the Purpose of a Sales Order?

  • Confirm the details of the sale and avoid misunderstandings or disputes
  • Track the status of the order and delivery
  • Generate invoices and receipts for the customer
  • Transaction record for accounting and inventory purposes


What Is the Difference Between a Sales Order and an Invoice?

The key difference between a sales order and an invoice is that a sales order is not a legally binding document, while an invoice is. You can change the order details in a sales order form or cancel the purchase, but an invoice is final and binding.

The sales order form is also issued before the delivery of a product or service, but an invoice is issued after the delivery. It is the order confirmation and contract between the seller and the customer, while an invoice is a payment request and proof of purchase.


Using a sales order form allows you to eliminate common sales order errors while also improving the customer experience. Get started with the Formplus sales order template.



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