Templates / Customer orders
Free template · Sales
Customer order form template
Web form and phone orders land in one list. The customer gets a confirmation email, your team picks, packs and checks each order, and nothing ships without an address and a ship-by date.
Free during the pilot · Change any field or step
The steps
- Received · NewCheck the order details and confirm the email address is right.Form requests start hereNeeds a valid EmailEmails the requester
- Picking · In progressPull every item on the order from the shelves.
- Packing · In progressBox the items, print the label and mark the order packed.Needs Shipping address
- Quality check · ReviewWeigh the package and confirm the contents before it ships.
- Shipped · Done (closed)Hand off to the carrier and add the tracking number.Needs Ship by
Customer orders
Your logo and colors go here
- Customer name *Short text
- Email *Email
- Order date *Date
- Order totalMoney
- Shipping addressLong text
- QuantityNumber
- Ship byDate
Who it's for
Special orders at retail stores
Track the orders customers place at the counter until they're picked up or shipped.
Small online shops
Orders outside your storefront, like wholesale or phone orders, in one place.
Bakeries, print shops and makers
Custom orders with a due date and every detail written down.
Tips for using it
Let the form confirm the order
The template emails the customer "We got your order" as soon as they send it.
Packing needs an address
A step rule stops an order from being packed without a shipping address.
Sort by Ship by
Sort the list by Ship by date to see what has to go out first.
Count orders by week
A report shows orders and order totals by week or month.
Questions
What should a customer order form include?+
The customer's name and email, what they're ordering and how many, the total, the shipping address and when they need it.
Do customers get updates?+
Yes. They get a confirmation when they order, and you can email them at any step.
Is this a replacement for my online store?+
No. It's for the orders that don't go through a store checkout: phone, counter, wholesale and custom orders.
Learn more
- How-toHow to track customer orders without a spreadsheetTake phone, counter and web form orders in one place, confirm them by email, then pick, pack, check and ship each one with nothing missed.
- BlogSwitching from spreadsheets? Bring your whole history over in a few minutes
- BlogStop using your inbox as a to-do list: turn request emails into tickets
- BlogReports that answer real questions, dashboards that build themselves, and a scorecard in your inbox every Monday
- FeatureWeb forms and QR codesA branded form for each kind of request: link it, embed it or print it as a QR code.
- FeatureEmail to ticketEach stack gets its own address. Emails become tickets, and replies stay on the same ticket.
- FeatureYour own fields, steps and rulesStacks with the fields, steps, rules and automatic emails each kind of work needs.
See how it works, step by step
- How-to guide · 30 minutesTrack customer orders and keep customers postedTake orders by form, phone or email, move them through your steps, and email the customer automatically at each milestone.
- Help articleStep emails (notifications)Email the requester, owner, watchers or a store's shared inbox when a ticket reaches a step, in your own words.
- Help articleWhat requesters seePeople who send a form or an email get a confirmation, a page to follow their request, and only what you choose to share.
More templates
Start with the customer orders template
Free while we build TicketStacker with a small group of businesses.