The order form is a simple functional form. Many organizations normally have some of their activities revolve around clients placing orders for specific goods and services. The Order form is a kind of form which is used to collect order information. In an order form, it is possible to create or define prices of some set of items where users can choose from. It is important to note that an order form can be created for general ordering or customized for specific ordering by using specific features. Order form can be printed or created as an online order form where customers apply to request for goods and services.
There are many formats used for the creation of an Order form. However, it is important to note that a good order form format must contain the basic information required to process an order. it is also important to understand that the general order form is a simple document which features mainly the personal and order details of the customer. For example, the information that should be requested on the order form includes the name, address, phone number and email address of the customer. The order form also contains information regarding the order details like the product, quantity, shipping address and remark.
There is a higher chance that a customer will be willing to order more items if the order form is simple and easy to navigate. Creating an order form is not as difficult as it sounds. The following steps will help in creating a basic order form.
Step1. Open a new word document, set your margins, choose an easy to read font and extend it throughout the entire order form.
Step 2. Put the name of your business at the centre of the page. Ensure it is bold enough to capture an audience. Add your address, phone number, email address, fax numbers, website URL at the top of the page.
Step 3. If you have any logo, place it at the upper left corner of the document. Skip this step if you do not have a logo.
Step 4. Create an order grid by inserting a table. Select the number of columns and rows suitable to the amount of items you intend to sell. Most order forms will have up to 20 blank rows where customers fill in themselves.
Step 5. Manipulate the size of the created columns and rows by adjusting the width and length in order to accommodate the word count of your biggest item names. This will ensure that the customer will not have to struggle to get their information across on the form.
Step 6. Create a title for each of the columns. They should include the item description, price, quantity and amount. Complete the table by adding a Total Amount and sales tax column.
Step 7. On a separate line add the customer’s information column. The needed information include the date of order, customer name, street address, city, state and zip code, phone number and email address. For the sake of clarity, you can explain in a separate line that the email address will only be used to conform the order and the phone number requested on the form will be used in case of a problem in the delivery or payment processing.
Step 8. At the bottom of the form, ensure you include the delivery information. For example, the information could be “You will receive your order in 1 to 3 weeks”.
1. You can include a payment processing section on your form. Though this is optional but the existence of a payment platform allows the customer to pay by credit card, check or via pay pal. For example, for pay pal purchases, you can create a column where customers supply their PayPal account information such as their PayPal email and their signature.
2. Like any other type of order form, it can serve as a legal document. Therefore, it is important to include the terms and condition in the form, the refund policies and any other thing that the customer is expected to know. This is important to guide against any unforeseen circumstances.
3. Ensure that there is no ambiguity in the order form or any clause of information that can lead to a confusion and always include a “Thank you” as the final line in the form.