Confirm Orders with Accuracy and Professionalism
The Sales Order Confirmation Excel Template provides a clear, standardized format for confirming orders with customers. This document acts as a formal acknowledgment of the items ordered, quantities, prices, and delivery details—bridging the gap between initial quotations and final invoicing.
Whether you’re a wholesaler, retailer, or service provider, this template helps prevent miscommunication, document customer agreements, and streamline order processing.
Structured for Clear and Reliable Order Confirmations
This Excel template includes all the essential sections to formalize order confirmation while remaining easy to use:
Header Section
Personalize the document with your company name, logo, address, and contact details. The top portion includes:
- Confirmation number
- Customer name and address
- Date of confirmation
- Sales representative or point of contact
- Purchase Order (PO) reference (if provided by the customer)
Order Detail Table
This section lists:
- Product or service description
- Quantity ordered
- Unit price
- Total per item
The table is pre-formatted to calculate line totals automatically, reducing manual entry errors.
Order Summary and Totals
At the bottom of the order table, you’ll find:
- Subtotal
- Tax (editable percentage or flat rate)
- Shipping or handling costs
- Grand total (auto-calculated)
Terms & Conditions Section
Outline critical details such as:
- Delivery timelines
- Payment terms
- Return or exchange policies
- Special notes or instructions
This ensures both parties agree on the order details before fulfillment begins.
Ideal for B2B, Wholesale, and Service Sales
This template is perfect for:
- Wholesale suppliers confirming bulk orders
- B2B sales teams formalizing agreements after a purchase decision
- Service providers clarifying scope and costs before invoicing
- Retailers validating online or pre-order transactions
- Freelancers and consultants using milestone-based delivery confirmations
It reduces order errors, builds customer trust, and supports smoother handoffs to fulfillment or delivery teams.
Why Use Excel for Sales Order Confirmations?
Although many companies use ERPs or CRMs, Excel remains the preferred tool for custom, flexible, and quick-to-issue order confirmations. Benefits include:
- No software licenses required
- Fully editable for one-off or recurring orders
- Easy to print, email, or export as PDF
- Compatible with small business workflows and startups
The Sales Order Confirmation Template offers a balance of professionalism, simplicity, and control—keeping your sales process efficient and organized.
Explore More Templates for Sales and Order Management
This template is part of our broader toolkit for sales teams, finance managers, and business owners. Check out our full range of Sales Related Excel Templates for quoting, invoicing, lead tracking, sales reports, and pipeline management.
