Build A Better Order Form

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LBU LIVE
DESIGNING YOUR WHOLESALE PLAYBOOK
MODULE 3
BUILD A BETTER ORDER FORM
CONTENTS
DETAILS
DO I HAVE IT?
LOGO
Prominently featured
CONTACT DETAILS
Address, phone, email, website
CALL TO ACTION
Tell buyers how to place their order
ORDER DATE
Date order was placed with my company
INVOICE NUMBER
Assign a number so you can track this order
PURCHASE ORDER #
If customer supplies a PO, reference it here
WHOLESALE TERMS
Payments, shipping, lead time, minimums etc..
SALES REP
If a commission is to be paid, to whom?
STORE NAME
Name of the sales channel
BUYER NAME
My contact person
BUYER EMAIL
Ideally, I’ll collect both phone + email
BUYER PHONE
Good idea to circle preferred contact method
DELIVERY ADDRESS
Where will this order be shipped?
BILLING ADDRESS
If the billing address differs from the shipping
address, then collect those details
ESTIMATED SHIP DATE
When do I anticipate having the order ready?
RESALE OR TAX ID#
Resale ID is required if the store is in my state
PAYMENT DETAILS
If paying by credit card, I’ll need to collect the
card type, card #, expiration date + vcc code
Tally it all up!
INVOICE TOTAL
A spot for any additional information
ORDER NOTES
To act as an approval of the order + policies
SIGNATURE OF BUYER
Indicate the date of last revision near the
DATE OF REVISION
bottom of the form, or state near the top what
period of time this form is valid through
BUILD A BETTER ORDER FORM MODULE 3
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