Sample Order Form

When you need a sales form for placing sample purchase orders, it's important that you catch all the relevant details that are important to execute the order. This is an example sample order form. Sales Orders are used by sellers to summarize the terms of the sale and to provide details for the buyer to accept and to initiate the purchasing process when all details are conformed and the purchase can start.

How do you create an order form?

• Firstly, pick the type of document,  such as PDF, DOCX, XLSX, online tools, etc.
• Determine your order form fields (see below some suggestions);
• Customize and brand your order form;
• Send the form to your customers, ask them to fill it in, and send a signed copy back;
• Upon receiving the signed copy, you start sample production and ask for payment;
• Alternatively, create an online form and create a confirmation page to display after customers place an order.

The following topics are important to mention in your order form:

• Order Reference;
• Order date;
• Expected Delivery Date;
• Delivery Address;
• Contact Person name;
• Phone / Email of the contact person;
• Item description
• Quantity
• etc

Depending on the product, you can create a list of key specifications  to create an overview of the Mechanical data conformity, think of:

• Size (Height, Width, length, thickness
• Tolerance (+/-)
• Material
• Construction
• Finishing
• Color
• Packing details
• Drawing/Design
• Remarks

Additionally, add any relevant attachments, such as:

• Technical Drawings;
• Terms & Conditions of delivery;
• Datasheet;
• Constructional Data Form;
• Photos
• Bill of Materials (BOM)

Download this Sales Order Form for Samples if you are preparing Samples for customers on a regular basis. This way you can protect yourself from future issues that could be caused by miscommunication or receiving incomplete specifications.