{"id":70156,"date":"2024-04-04T14:17:17","date_gmt":"2024-04-04T19:17:17","guid":{"rendered":"https:\/\/www.projectmanager.com\/?post_type=templates&p=70156"},"modified":"2026-04-20T15:11:46","modified_gmt":"2026-04-20T20:11:46","slug":"sales-order-template","status":"publish","type":"templates","link":"https:\/\/www.projectmanager.com\/templates\/sales-order-template","title":{"rendered":"Sales Order Template"},"content":{"rendered":"

A sales order is a commercial document a vendor prepares for a customer. It confirms the sale of goods, including details about that transaction, payment, delivery and more. It\u2019s used in industries as varied as retailers, suppliers, wholesalers and manufacturers<\/a>. Create a binding contract between the vendor and customer to ensure that all transactions are handled properly and professionally with this free sales order template for Excel.<\/p>\n

ProjectManager<\/a> is award-winning project and portfolio management software that has kanban boards that can manage each stage of the sales order process. Kanban boards can be customized to mimic the sales order process, while kanban cards can hold the details, such as product, quantity, specifications, price, delivery date, etc. The sales order template can even be attached to the kanban card, making the software a hub for all project documentation. Get started with ProjectManager today for free.<\/p>\n

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ProjectManager\u2019s kanban boards help manage the sales order process. Learn more<\/a><\/figcaption><\/figure>\n

Why Use a Sales Order Template for Excel?<\/h2>\n

Using a sales order template allows vendors and customers to have a uniform document to codify their transactions. This sales order template for Excel can be used repeatedly, which saves time and provides consistent documentation for the process. All the information that’s critical to the sale is outlined and must be newly filled in for each transaction. This reduces the risk of human error. Both vendors and customers can review the sales order template and check it against the purchase order and quote.<\/p>\n

A sales order template also keeps accounts orderly using the sales order<\/a> numbering system, which makes it easier for accounts receivable to review and confirm the accuracy of the cost, quantity, etc., of the sale. Further, sales order templates improve inventory tracking. They assist in the larger inventory management by allowing one to know what orders need to be fulfilled before they are shipped. This helps prevent backorders and optimizes the procurement process. \"Free<\/a><\/p>\n

ProjectManager’s sales order template for Excel<\/em><\/p>\n

Who Should Use This Sales Order Template?<\/h2>\n

As stated above, sales order templates are used throughout many businesses to manage the order fulfillment<\/a> process. They can be found in retail and used by suppliers and wholesalers, as well as manufacturers who are ordering material for assemblage and other purposes.<\/p>\n

In terms of individuals, two types will use this sales order template. One is the vendor<\/a>, a business or a sole trader selling a product to a customer. The other is the buyer or the customer who is purchasing the product.<\/p>\n

When Should You Use This Sales Order Template?<\/h2>\n

The sales order process starts with a customer wanting to purchase a product. They inquire or file a request for quote (RFQ<\/a>). Then, the vendor sends a price quote for the product, including the quantity and timeline for delivery. Customer review comes next followed by sending a purchase order specifying the relevant ordering details.<\/p>\n

From there, the vendor reviews the purchase order<\/a> to ensure they can deliver the product as specified. If so, they’ll issue a sales order confirming the details of the purchase order. This starts the fulfillment process, such as picking, packing and shipping the product.<\/p>\n

Vendors will send an invoice to the customer as a formal payment request and outline the payment terms as well as the timing for the payment. After payment is received, if this is the payment term agreed upon by the vendor and customer, the transaction is finalized by receipt of the product and summarizing the charges.<\/p>\n

What Does This Sales Order Template for Excel Include?<\/h2>\n

Once users download the free sales order template for Excel, they can customize it as they wish to fit their order management<\/a> process. Add a company logo, remove or add information to the sale order template or use it as is. Below is a short description of each section.<\/p>\n