ContractsCounsel Logo

How To Make An Order Form

Updated: March 28, 2023
Clients Rate Lawyers on our Platform 4.9/5 Stars
based on 10,563 reviews
No Upfront Payment Required, Pay Only If You Hire.
Home Blog How To Make An Order Form

Jump to Section

What is An Order Form?

An order form , also known as a purchase order, is a legal document used by buyers to request products or services from vendors and manufacturers. They are primarily used for business transactions involve high priced products.

Consider this example: you have a warehouse for goods eventually sold in your store. You will have to restock those goods from time to time, so you do not run out of inventory. To do that, you have to fill out an order form to request more products from the manufacturer or your supplier.

Apart from the sales of goods, raw materials, etc., order forms can also be used if you are offering services. If you are an interior designer, events planner or photographer, your clients can fill out an order form regarding certain specifics and options they prefer.

Why Do You Need to Create an Order Form?

In order to understand what order forms are you should learn why you need to make one.

Order forms help many businesses save time, energy and unwanted expenses. Below are a few reasons why getting an order form would be in your best interest.

Positive Feedback

As a business owner, constructive feedbacks and reviews are some of the yardsticks you can use to measure how well your business is doing. You can get positive feedback from customers by offering them custom-made order forms with specific questions based on the services you offer.

It could be a simple form given to clients who come into your picture framing shop or need to book you for photographs during their wedding. You can use these forms to gather data faster and highlight areas where necessary improvements need to be made.

Saves Time

Making use of order forms helps to save time. Employees can quickly fill the forms, check the required boxes and file in the invoice. It lowers the margin for errors and the risk of inputting wrong information.

Avoiding Duplicate Orders

With a well-organized order form system, you do not only have the advantage of knowing what orders are coming in, but it also helps you avoid making duplicate requests for delivery of a particular item which can save you money.

See Order Form Pricing by State

Order Form vs. Statement of Work

While an order form is a document used to request the purchase of commodities or services from a company, a Statement of Work is a document that specifies all that is required to be carried out in an agreed contract .

Although these documents have different meanings and functions, their uses are often mixed and misinterpreted.

  • Difference 1: Order forms are not legally binding, while a Statement of Work can become a service contract when you and the company that provides services to you reached an agreement. When a Statement of Work becomes a service contract, it is considered a legal document.
  • Difference 2: Customers fill order forms while the seller or manufacturer produces the Statement of Work. This is because the order form is used to request delivery of merchandise, and the Statement of Work has all the details concerning payment, deliveries, etc.
  • Difference 3: Order forms provide a price quote, while Statements of Work validate the quoted price. Typically, a Statement of Work is tied to a bigger contract that typically includes pricing.
  • Difference 4: Customer requests for a quote are captured on order forms, and project specifics are recorded on Statements of Work.
  • Difference 5: The order form is used to commence the sales process, while Statements of Work are sent out before any work starts.

Here is an article to learn more about order forms.

Types of Order Forms

There are various order form types that you can choose from depending on the nature of your business and the aims and goals you intend to achieve. Types of order forms include:

  • Multiple Products, Multiple Choices. This type of order form is used when you have a lot of products to sell. For example, your store sells clothes, shoes but there is also a section for groceries and a beauty salon.
  • A Single Product, Single Choice. This option is an excellent choice if you have a single type of item you sell or a particular type of service you provide.
  • Single Choice, Renewing Subscription. If you have a service that offers renewed subscription plans, or you prefer the idea of recurring payments for a particular service provided, then this is for you. It could be an online platform that offers educational aid to people or a courier system that delivers packages to homes.
  • Donations . You could also set up an order form to ask for donations to a particular cause. Save the planet, create jobs for the unemployed and other non-profit organizations you think people can give to.

Here is an article about the types of order forms.

Meet some lawyers on our platform

Scott S.

60 projects on CC
CC verified
View Profile

Jane C.

163 projects on CC
CC verified
View Profile

Damien B.

12 projects on CC
CC verified
View Profile

Sara S.

119 projects on CC
CC verified
View Profile

How to Make an Order Form – Step by Step

Several websites like WordPress, JotForm, Formstack, and Typeform can guide you in creating your order form with customizable options. Whatever platform you choose, the processes in completing your order form can be summarized in four simple steps:

Step One: Pick the Tool That Suits Your Needs.

You will need proper and correct tools for the job, so pick the best one for you. Before you decide, you will need to know the exact tools you are looking for because many order form builders can perform various duties.

Step Two: Specify the Fields to Be Included in Your Order Form

The next step is to determine what data you want to collect and how many fields to put in your order form. Do you want feedback from your customers? And in which areas? When choosing the fields or creating questionnaires, avoid unclear and lengthy inquires.

Step Three: Create A System That Processes Payment for Your Business

This step is key to making payment processing easier. To receive funds, you need to set up a secure payment getaway. What should determine your payment gateway option is your target demography and the areas you choose to supply those services.

Step Four: Create A Page for Order Confirmation

A confirmation page should appear after a successful order has been made. You may also include a “thank you” message on the page, thanking them for buying your product or hiring your service and setting expectations. You can also provide information on changes made, other services you offer, etc.

Here is an article on how to create an order form.

What Should Be Included in an Order Form?

The main objective of an order form is to provide necessary customer information while offering a price that has been agreed upon. No matter the details or requirements present in the order form, it should capture the objectives effectively and efficiently.

What are the key things to consider including in your order form?

  • The name of your company (legal name).
  • Your company’s current address.
  • Customer’s details, including name and email address.
  • The shipping address of the customer.
  • Purchase order date.
  • Sales order number.
  • Salesperson’s name.
  • Date of shipping.
  • Method of shipping.
  • Order delivery date.
  • Product order number and description.
  • Quantity of shipment or shipment volume.
  • Pricing disclaimer.
  • Terms and conditions of payment
  • Costs such as taxes, lines etc.
  • Note to customers

As earlier said, all these are key fields that are included in order forms. That does not mean your order form should contain all of the above. It depends on your type of business and what you hope to achieve by creating an order form.

Here is an article about things you should include in an order form.

Get Help with an Order Form

Do you need help preparing an order form?

Post a project in ContractsCounsel’s marketplace to receive bids from business lawyers that can help. All lawyers are vetted by our team and peer reviewed by our customers for you to explore before hiring.

How ContractsCounsel Works
Hiring a lawyer on ContractsCounsel is easy, transparent and affordable.
1. Post a Free Project
Complete our 4-step process to provide info on what you need done.
2. Get Bids to Review
Receive flat-fee bids from lawyers in our marketplace to compare.
3. Start Your Project
Securely pay to start working with the lawyer you select.

Meet some of our Lawyers

Jeremiah C. on ContractsCounsel
View Jeremiah
5.0 (42)
Member Since:
March 5, 2021

Jeremiah C.

Partner/Attorney at Law
Free Consultation
Houston
16 Yrs Experience
Licensed in NV, TX
Thomas Jefferson

Creative, results driven business & technology executive with 24 years of experience (15+ as a business/corporate lawyer). A problem solver with a passion for business, technology, and law. I bring a thorough understanding of the intersection of the law and business needs to any endeavor, having founded multiple startups myself with successful exits. I provide professional business and legal consulting. Throughout my career I've represented a number large corporations (including some of the top Fortune 500 companies) but the vast majority of my clients these days are startups and small businesses. Having represented hundreds of successful crowdfunded startups, I'm one of the most well known attorneys for startups seeking CF funds. I hold a Juris Doctor degree with a focus on Business/Corporate Law, a Master of Business Administration degree in Entrepreneurship, A Master of Education degree and dual Bachelor of Science degrees. I look forward to working with any parties that have a need for my skill sets.

O.T. W. on ContractsCounsel
View O.T.
5.0 (1)
Member Since:
March 8, 2023

O.T. W.

Attorney
Free Consultation
Washington, DC
9 Yrs Experience
Licensed in MD, NY
Texas Southern University - Thurgood Marshall School of Law

Hi, my name is O.T. and I own The Walker Collective, a law firm that caters to the contractual, intellectual property, and business formation needs of creative entrepreneurs and small business owners. I am licensed to practice in Maryland and New York.

Amber M. on ContractsCounsel
View Amber
5.0 (13)
Member Since:
March 8, 2023

Amber M.

Attorney
Free Consultation
Oklahoma
9 Yrs Experience
Licensed in AZ, OK
J. Reuben Clark Law School

Amber Masters has over 9 years of experience as a contracts attorney, helping small businesses with an array of agreements, such as purchase agreements, master service agreements, and employment contracts. She has an extensive background in employment agreements for dentists, doctors, and other health care professionals. She is a highly rated and acclaimed estate planning attorney and personal finance expert, who has been featured on CNBC, NBC, and Yahoo Finance. She successfully launched and sold a fintech startup and can empathize with the issues small and mid-size businesses face. Licensed in Oklahoma and Arizona.

Kendall C. on ContractsCounsel
View Kendall
5.0 (6)
Member Since:
March 10, 2023

Kendall C.

Chief Counsel
Free Consultation
Suwanee, Georgia
23 Yrs Experience
Licensed in GA, TX
Tulane University

Kendall is a data privacy attorney by trade, and is an active member of the Bar in Texas and Georgia. In litigation, he handled thousands of cases to final disposition in litigation throughout the United States, Latin America, & Europe. As corporate counsel, he guides companies through the marketing and advertising industry and, by extension, many other industries. Further, Kendall is an adherent to the Ben Hogan school of swing thought and, by natural extension, is a proponent of accurate wedge play through residential neighborhoods. He occasionally aspires to a career in turf management.

Jason H. on ContractsCounsel
View Jason
4.9 (15)
Member Since:
March 5, 2023

Jason H.

Managing Attorney
Free Consultation
Dallas, Texas
23 Yrs Experience
Licensed in TX, VA
Regent University, School of Law

Jason has been providing legal insight and business expertise since 2001. He is admitted to both the Virginia Bar and the Texas State Bar, and also proud of his membership to the Fellowship of Ministers and Churches. Having served many people, companies and organizations with legal and business needs, his peers and clients know him to be a high-performing and skilled attorney who genuinely cares about his clients. In addition to being a trusted legal advisor, he is a keen business advisor for executive leadership and senior leadership teams on corporate legal and regulatory matters. His personal mission is to take a genuine interest in his clients, and serve as a primary resource to them.

Candace M. on ContractsCounsel
View Candace
Member Since:
February 24, 2023

Candace M.

Attorney
Free Consultation
Prosper, Texas
25 Yrs Experience
Licensed in LA, TX
Loyola University

For over 20 years, as an attorney and real estate broker, Candace has used her passion for business and real estate to help her clients succeed as business owners, entrepreneurs Realtors, and real estate investors. She and her team go above and beyond to simplify and solve those issues which trouble her clients. From the simple to the complex, she is ready to help. Her experience includes, Real Estate law, Contracts, Business Formation, Business Operating AGreements and Entrepreneurial counseling.

Alan A. on ContractsCounsel
View Alan
Member Since:
February 25, 2023

Alan A.

Attorney
Free Consultation
Austin, Texas
19 Yrs Experience
Licensed in OK, TX
University Of Oklahoma School of Law

I have dedicated my professional career and practice to Federal Government Procurement Law. My practice includes experience as an Army JAG who specialized in Government Procurement Law who represented contracting commands and requiring activities both deployed and in the United States and now as a civilian attorney who represents clients in all aspects of Federal Government Procurement Law. My clients are people and firms that are developing technology through the SBIR/STTR programs, OT's, and businesses using Small Business Administration (SBA) contracting programs.

Find the best lawyer for your project

Browse Lawyers Now

Need help with an Order Form?

Post Your Project

Get Free Bids to Compare

Hire Your Lawyer

CONTRACT LAWYERS BY TOP CITIES
See All Business Lawyers
Learn About Contracts
See More Contracts
other helpful articles

Quick, user friendly and one of the better ways I've come across to get ahold of lawyers willing to take new clients.

View Trustpilot Review

Contracts Counsel was incredibly helpful and easy to use. I submitted a project for a lawyer's help within a day I had received over 6 proposals from qualified lawyers. I submitted a bid that works best for my business and we went forward with the project.

View Trustpilot Review

I never knew how difficult it was to obtain representation or a lawyer, and ContractsCounsel was EXACTLY the type of service I was hoping for when I was in a pinch. Working with their service was efficient, effective and made me feel in control. Thank you so much and should I ever need attorney services down the road, I'll certainly be a repeat customer.

View Trustpilot Review

I got 5 bids within 24h of posting my project. I choose the person who provided the most detailed and relevant intro letter, highlighting their experience relevant to my project. I am very satisfied with the outcome and quality of the two agreements that were produced, they actually far exceed my expectations.

View Trustpilot Review

How It Works

Post Your Project

Get Free Bids to Compare

Hire Your Lawyer

Want to speak to someone?

Get in touch below and we will schedule a time to connect!

Request a call

Find lawyers and attorneys by city