Looking for a sales order template you can edit straight away? The files on this page open in Word & Excel and cost nothing to download.
| File type | Word & Excel (.docx/.xlsx) |
|---|---|
| Main fields | order number and date, customer details, billing and shipping addresses, item descriptions, quantities and rates |
| Cost | Free |
A sales order records the goods or services a seller has agreed to supply to a customer. The templates below help sales and fulfilment teams keep order details, delivery instructions, pricing, and customer references together.
Confirm the Order Before Fulfilment
Include the order number, customer, billing and delivery addresses, order date, item codes, descriptions, quantities, prices, and requested delivery date. Reference the customer’s purchase order or accepted quotation when available. Identify backordered items and special instructions clearly.
Check the order against the agreed offer before releasing it for fulfilment. Record approved changes so warehouse, service, and billing teams use the same version. A sales order confirms what will be supplied; an invoice requests payment and a delivery receipt records what was received.
Download the Sales Order Template
1. Sales Order Template
The layout includes space for order number and date, customer details, billing and shipping addresses, together with item descriptions, quantities and rates, taxes totals and payment terms.
2. Service Sales Order Template
Download Service Sales Order Template
What Should a Sales Order Include?
- order number and date
- customer details
- billing and shipping addresses
- item descriptions
- quantities and rates
- taxes totals and payment terms
Which Sales Order Layout Suits You?
Common Mistakes to Avoid
Common problems include confusing a quote with a confirmed order, leaving delivery terms unclear, using inconsistent product descriptions, forgetting tax and payment conditions.
Sales-order processing example
After a customer accepts a quote, copy the approved item descriptions, quantities, prices and delivery terms into the sales order. Assign a unique order number and confirm the billing and shipping addresses before fulfillment. Keep later changes in a dated revision instead of silently overwriting the original. Start pricing with a sales quote template and record payment with a bill receipt template.
Customer Sales Order
Build an itemized quote with editable quantities, rates, discounts and tax rates. Calculated totals and a deposit estimate help make the proposed price clear before an order is accepted.
Sales Order FAQ
Which details belong on a sales order template?
The essentials: order number and date, customer details, billing and shipping addresses, item descriptions.
Is the sales order template really free?
It is free. Download, change and print the sales order layout without registering.
What paper should I print the sales order template on?
Plain 80 gsm office paper suits most sales order copies; use heavier card only for display or keepsake versions.
Where can I find more templates?
See the templates category, or the sales order links at the end of this page.
Other Useful Templates
Tip: follow how to save a Word file as PDF (Microsoft Support).
