5 Wholesale Order Form Templates In Excel

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As a business owner, managing wholesale orders can be a daunting task, especially when dealing with multiple customers, products, and shipment details. To streamline your ordering process and reduce errors, using a wholesale order form template in Excel can be a game-changer. In this article, we will explore five different wholesale order form templates in Excel, their benefits, and how to use them effectively.

Benefits of Using Wholesale Order Form Templates in Excel

Using wholesale order form templates in Excel offers numerous benefits, including:

• Improved accuracy: By using a standardized template, you can reduce errors and ensure that all necessary information is collected.
• Increased efficiency: With a template, you can quickly generate new orders and automate calculations, saving time and effort.
• Enhanced organization: Templates help keep all order information in one place, making it easier to track and manage orders.
• Customization: Excel templates can be easily modified to fit your specific business needs.

Template 1: Simple Wholesale Order Form

This template is ideal for small businesses or those with limited product offerings. It includes basic fields such as:

• Customer information
• Order date
• Product details (description, quantity, unit price)
• Subtotal and total
• Payment and shipping information

To use this template, simply fill in the necessary information, and Excel will calculate the subtotal and total automatically.

Step-by-Step Instructions:

1. Enter customer information, including name, address, and contact details.
2. Fill in the order date and product details, including description, quantity, and unit price.
3. Excel will calculate the subtotal and total automatically.
4. Enter payment and shipping information.

Template 2: Wholesale Order Form with Inventory Tracking

This template is perfect for businesses with multiple products and inventory levels to track. It includes additional fields such as:

• Inventory levels
• Product codes
• Quantity on hand
• Reorder points

To use this template, update the inventory levels and product codes accordingly.

Step-by-Step Instructions:

1. Update inventory levels and product codes.
2. Enter customer information and order details.
3. Excel will calculate the subtotal and total, taking into account inventory levels and product codes.

Template 3: Wholesale Order Form with Discount and Tax Calculations

This template is ideal for businesses offering discounts or operating in areas with complex tax laws. It includes additional fields such as:

• Discount percentages
• Tax rates
• Subtotal and total with discount and tax applied

To use this template, simply enter the discount percentage and tax rate, and Excel will calculate the subtotal and total accordingly.

Step-by-Step Instructions:

1. Enter customer information and order details.
2. Enter discount percentage and tax rate.
3. Excel will calculate the subtotal and total with discount and tax applied.

Template 4: Wholesale Order Form with Drop Shipping Integration

This template is perfect for businesses using drop shipping services. It includes additional fields such as:

• Supplier information
• Shipping addresses
• Product weights and dimensions

To use this template, simply enter the supplier information and shipping addresses.

Step-by-Step Instructions:

1. Enter customer information and order details.
2. Enter supplier information and shipping addresses.
3. Excel will calculate the subtotal and total, taking into account shipping costs and weights.

Template 5: Wholesale Order Form with Customer Order History

This template is ideal for businesses with repeat customers. It includes additional fields such as:

• Customer order history
• Previous orders and payment information

To use this template, simply update the customer order history and previous orders.

Step-by-Step Instructions:

1. Update customer order history and previous orders.
2. Enter new order details.
3. Excel will calculate the subtotal and total, taking into account customer order history.

By using one of these five wholesale order form templates in Excel, you can streamline your ordering process, reduce errors, and improve customer satisfaction. Remember to customize the template to fit your specific business needs and take advantage of Excel's automation features to save time and effort.

We hope this article has helped you understand the benefits of using wholesale order form templates in Excel. Try out one of the five templates provided and take your business to the next level!