Streamline Product Orders with a Simple, Printable Format
The Basic Sales Order Excel Template is a no-fuss, professional-grade order form designed to help businesses issue product orders quickly and cleanly. Whether you’re managing wholesale, retail, or small business transactions, this template gives you a clear, editable record of what’s been ordered—ready to print, email, or archive.
Also check out Sales Order Confirmation Excel Template.
Perfect for growing teams and solo entrepreneurs alike, it ensures every order is documented with the right level of detail.
Built for Simplicity, Designed for Usability
This single-sheet Excel template contains all the key components needed to record and share a formal sales order:
Company & Customer Details
The header area includes space for:
- Your business name and contact information
- Sales order number (manually or auto-assigned)
- Order date
- Customer name and shipping address
This section keeps transactions professional and identifiable.
Itemized Order Table
The order section includes columns for:
- Item or product description
- Quantity
- Unit price
- Line total (auto-calculated)
Formulas are pre-set to ensure that totals calculate correctly with minimal manual input.
Order Totals & Summary
At the bottom, you’ll find:
- Subtotal
- Tax (customizable rate)
- Shipping or additional fees
- Grand total (auto-updated)
This section can be printed or converted to PDF for sharing with clients or internal teams.
Notes and Terms Field
Use this space to add payment instructions, delivery details, or custom messages tailored to the client or order.
Perfect for Businesses of All Sizes
The Basic Sales Order Template in Excel works well for:
- Small businesses documenting day-to-day orders
- Freelancers and artisans managing made-to-order product requests
- Wholesalers or distributors sending B2B order confirmations
- Startups creating an interim solution before adopting ERP tools
- Service providers offering fixed packages that resemble product orders
It’s especially useful for those without access to complex CRM or sales systems.
Why Use Excel for Sales Orders?
While many businesses move toward cloud platforms, Excel remains a favorite for order templates due to its flexibility, speed, and universal accessibility. Benefits include:
- It is economic, cheap (Comes with office 365 bundle)
- Easy printing or emailing
- Total customization for branding
- Offline access and editing
- Integration into existing accounting systems
With the Basic Sales Order Excel Template, you gain a straightforward way to keep sales transactions organized and professional—without technical barriers.
Explore More Templates for Sales and Business Efficiency
This sales order sheet is one of many tools built to streamline your sales operations. Explore our full collection of Sales Related Excel Templates to discover quotation sheets, sales trackers, commission calculators, and dashboards that improve workflow and communication.
