Create a reorder list in Excel, add items to a list when value low. Test for quantities of items. Link items and values from other sheets. Link items and val. Inventory Management Template for Excel enables you to enter the particular product items from the inventories, monitor the number of products you have on hand and you’ll additionally define the actual reorder point for every single product. The product will let you know if you should reorder.
Whether you’re operating a small retail business or need an order form for nonprofit fundraising, order forms can serve a variety of business needs, including fulfilling online sales, creating construction and maintenance work orders, and ordering services such as catering or photography. Below, you’ll find a variety of work order templates, all of which are free to download, easy to use and customize, and printable.
Generic Product Order Forms
Purchase Order Template
Purchase orders are often used between businesses when a buyer is requesting goods from a supplier. Customers can use this purchase order template to let a seller know which items they want shipped. Once the order has been fulfilled, the seller can complete the sales process with an invoice and payment receipt. This is a Google Sheets template that you can easily save to a Google Drive account and view on a mobile device.
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Excel | Google Sheets | Smartsheet
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Sales Order Form Template
Use this template for either a sales invoice or order form. The Microsoft Excel template includes all the details of an order, such as an itemized list of products, quantities ordered, unit prices, and total cost. There is also room to add payment terms and conditions or other information that customers require. The template automatically calculates costs, including taxes and shipping charges.
Wholesale Order Form
This basic, printable order form makes it easy to list an entire catalog of items for sale along with wholesale prices. Customers can list quantities of items they wish to order and provide shipping and billing information. Customize the template by adding a company logo and terms and conditions for wholesale orders, product returns, or payment policies.
Download Wholesale Order Form
Excel | Word | PDF
Inventory Order Form
If you’re managing inventory for a retail or wholesale business, this template is designed to keep track of when items need to be ordered. In order to facilitate your inventory planning and ordering process, the spreadsheet includes columns for tracking stock quantities, how many items need to be reordered, and days per reorder. The template also has drop-down menus on each column for easy sorting and filtering.
Supply Order Form Template
Use this template to submit a request for office supplies. The form can be used in any setting that requires approval before purchasing supplies, such as a business, school, or research lab. List the number and type of supplies needed, a date for the order request, and contact info. The template also includes signature lines for documenting approval. Save the template to your Google Drive for easy sharing with a manager or purchasing department.
Download Supply Order Form Template
Excel | Word | PDF | Google Sheets
Return Order Form
Create a return order form that you can send to customers or allow them to download from your website. Adjust the template to suit your business needs and products, and add your refund and exchange policies to create a comprehensive form. Customers can list the items being returned along with the reason and other pertinent details. Making returns and exchanges simple is one way to support and foster customer relationships.
Download Return Order Form
Word | PDF
Order Form Templates by Product or Service Type
Food Order Form
Restaurants, caterers, bakeries, and other businesses that provide food products or services can provide customers with this order form. Use it for special orders, events, or everyday purchases. The format of the template makes it simple to modify for use as an invoice or packing slip.
Download Food Order Form
Excel | Word | PDF
T-Shirt Order Form
This template is appropriate for a small business selling custom t-shirts, or for a group to use when collecting orders from team members, such as for a sports team, company event, or fundraiser. Users can enter the size, color, and number of shirts ordered. The template includes an order number for record keeping and space for adding instructions or policies.
Download T-Shirt Order Form
Excel | Word | PDF
Cake Order Form Template
Cake decorators, bakers, and wedding planners may all find this template useful. Customers can use the form to place orders for specialty cakes, listing details such as flavor and design. Update the order form to reflect the type of cakes or services you offer. You can also include a delivery date, customer address, and notes about the order.
Download Cake Order Form Template
Excel | Word
Photography Order Form
This photography order form includes a price list to assist customers in choosing products or services to purchase. The template can be used after a photo shoot when clients need to order prints. Alternatively, photographers can list all potential services and use the order form to communicate with customers and tracking upcoming photo sessions. Add your own details about payment policies, discounts, or shipping.
Download Photography Order Form
Excel | Word | PDF
Fundraising Order Forms
Fundraising Order Form
Add whatever items you are selling to this fundraiser template to create a simple order form. Buyer names and contact information are listed on the left, and quantities and costs are listed on the right. This is an easy way to collect and keep track of orders when raising funds for a school, club, community project, or other charitable endeavor.
Download Fundraiser Order Form
Excel | Word | PDF
Donation Form Template
Print and send this form to potential donors as part of a newsletter or brochure. Donors can enter their contact and payment information and then return the form. This form can also be used when collecting donation items rather than cash payments. If needed, the template could also serve as a donation receipt.
Job and Change Order Form Templates
Change Order Template
A change order is an important tool for adjusting construction contracts when work on a project needs to be added, removed, or changed. This template provides space for an overview of the changes needed, contract details, and a breakdown of costs, including materials, labor, and equipment. Attach any required documents to support the order and justify the changes requested.
Download Change Order Template
Word | PDF | Smartsheet
Repair Work Order Form
Use this job order form to request repairs to an apartment, office space, or other location. The template includes a work order number for tracking incoming orders and sections for describing the repair work needed, start and end dates, and approval signatures. You can specify whether the repairs are to be done by appointment or if the repair person has authorization to enter the property at any time.
Download Repair Work Order Form
Excel | Word | PDF
Vehicle Maintenance Order Form
Like all work orders, this template describes what work is to be completed, but it is specifically designed for automotive maintenance or repairs. Fields are provided for entering details about the vehicle, labor required, the quantity and prices for parts needed, and the total cost. Users can quickly see a breakdown of work and costs along with the projected completion date.
Maintenance Work Order
This maintenance job order is designed to function as a request form for a wide range of work, from vehicles and equipment to property or landscaping. It can be used as a general task order form for any type of work. Enter client information, work location and dates, and terms of service. There is an itemized section for adding work details and hourly rates or unit prices. The template calculates subtotals and the total amount owed for the work requested.
Reorder Point Excel Template Excel
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Order too much product and you’re stuck with unsold inventory that’s tying up cash. Order too little and you may lose customers due to being out of stock. How does one solve this common conundrum?
Instead of guessing when it’s the right time to reorder product, try using the reorder point formula to maintain the right level of stock and improve your inventory management controls. While you might think your gut works best as a guide, think again. Lead times are different for many products and this can greatly impact whether you can fulfill every order.
In this post, we’ll explain what a reorder point is and how to calculate it.
What is a Reorder Point?
A reorder point is the threshold, or lowest point, of your safety stock. Your reorder point should also include the lead time you need to bring additional stock into your warehouse. Essentially, your reorder point indicates when it’s the right time to place an order for new stock.
Reorder points are an extremely important inventory management practice, which helps you to maintain the right levels of stock, thus keeping your buyers happy.
How to Calculate Your Reorder Point
To calculate your reorder point, your formula should be as follows:
Maximum Daily Usage x Maximum Lead Time (in days) + Safety Stock (in days) = Reorder Point
Let’s start with an example and use one of your best sellers, especially since you don’t want to run the risk of losing a sale of a popular item. You just might lose that customer to a competitor and they may never return to do business with you again.
Let’s say that your most popular item is a smart TV. You know that your average daily sales of smart TVs is five per day and the lead time for smart TVs is typically eight days. You have 10 smart TVs reserved within your safety stock. So, your formula would look like this:
(Maximum Daily Usage) 5 x (Maximum Lead Time) 8 + 10 = (Your Reorder Point) 50
Now, you know that when you reach a minimum of 50 units for this product, it’s time to place an order with your supplier.
Inventory Reorder Excel
Typically, your inventory management software of choice should allow you to set an alert to notify you that you’ve reached your reorder point. When that occurs, your alert reminds you it’s time to send a purchase order to your supplier. This ensures that once you hit the reorder point, your warehouse manager is reminded to place that order.
If you somehow miss that you’ve gone below your reorder point, your safety stock may be able to save you, but it depends how many orders come in until the new shipment of goods arrives. Keep in mind that your suppliers will likely charge you for a last-minute, rush order, which is one of many reasons why you don’t want to go below the threshold of your reorder point.
Reorder Point Calculator Excel
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