Create Clean and Professional Sales Orders in Minutes
The Simple Sales Order Excel Template is a streamlined solution for businesses that need to issue sales orders quickly and accurately. Whether you’re a wholesaler, small business, freelancer, or product-based company, this Excel template gives you a clean, printable format to document orders, share them with customers, and track them internally.
It’s an ideal alternative to complex software—lightweight, editable, and perfect for one-time or recurring orders.
Designed for Speed, Accuracy, and Professionalism
This Excel file features a one-sheet layout optimized for clarity and ease of use:
Header Section
Add your business name, logo, contact info, and sales order number. The top portion includes:
- Date of order
- Customer name and address
- Sales rep or contact person
- Order reference number (optional)
Order Table
The main table captures:
- Product or item name
- Quantity ordered
- Unit price
- Line total (auto-calculated)
Each row is fully editable, and users can add as many products as needed.
Order Summary Block
At the bottom, you’ll find:
- Subtotal
- Tax (editable % or flat)
- Shipping or additional fees
- Grand total
This area calculates automatically using prebuilt formulas, reducing the risk of manual entry errors.
Terms and Notes
Include delivery instructions, payment terms, or special notes to ensure clarity and agreement between buyer and seller.
Perfect for a Range of Business Scenarios
The Simple Sales Order Template is best suited for:
- Small businesses issuing product-based sales
- Freelancers or service providers confirming custom packages
- Retailers managing wholesale or bulk orders
- B2B sales teams generating formal order records
- Startups without access to ERP or order management systems
You can use this template digitally or print it for physical delivery. It also works well as a precursor to an invoice or delivery note.
Why Use Excel for Sales Orders?
While CRMs and ERPs can issue sales orders, they’re often overbuilt or expensive for smaller operations. Excel provides:
- Full customization
- Offline functionality
- Quick edits and reusability
- Compatibility with PDFs and printers
- No training required
The Simple Sales Order Template gives you everything you need to standardize your sales process, ensure consistency, and support client communication—all in a familiar Excel format.
Explore More Excel Templates for Sales and Order Management
This template is part of our growing library of tools that simplify the sales lifecycle—from lead generation to invoicing. Browse our Sales Related Excel Templates to find more practical downloads for sales tracking, quoting, commissions, and performance dashboards.
