Order form
- Minimises risk of disputes with your customers
- Provides a clear record of order details
- Customisable to your needs
An order form is a simple template form that you can fill in and give to your customer when they order goods and/or services.
This order form provides space to insert the essential details of an order, including names of buyer and seller, description and quantity of goods and/or services, delivery details, price and payment method, and information about how personal information will be collected (as required by the UK GDPR).
It provides a clear record of the order details for you and your customer, and minimises the risk of misunderstandings or disputes about the order. Unlike an invoice, it is provided before payment is made.
This order form should be provided to customers along with your Terms and conditions and your Privacy policy.
Q&A
When should I use this document?
You should use this order form when a customer contacts you to place an order.
This order form is a useful way of setting out all of your details, the buyer’s details, and the details of the order, before payment is made.
When you send your customer this order form, you should also send them your Terms and conditions and your Privacy policy.
What does this document cover?
This order form is fully customisable, providing space for you to enter details such as:
- your name and details;
- your customer’s name and details;
- a description and quantity of the goods and/or services being ordered;
- the date of delivery, method of delivery and estimated delivery date;
- price and payment method, including delivery charges if applicable, dates for payment and details of deposits;
- confirmation that the customer’s personal information will be collected, stored and used by you in accordance with your privacy policy (as required by the UK GDPR);
- an option for the customer to choose whether they would like to receive information about your products and special offers (as required by the UK GDPR); and
- an option for the customer to agree to you passing their details to third parties for marketing purposes (if applicable).
Why do I need this document?
You need this order form to reduce the risk of misunderstanding and disputes between you and your customer, and to ensure you provide the information required by law.
It clearly sets out the essential details of your customer’s order, including contact details and relevant delivery dates (if applicable), for your records.
This order form, used in conjunction with Terms and conditions and Privacy policy, also helps you to comply with your legal obligations and maintain good customer relationships.
Where can I find out more?
You can find more guidance about terms and conditions for goods and services at Terms and conditions of sale.
You can find template terms and conditions for the sale of goods and/or services at Terms and conditions and a template privacy policy at Privacy policy.
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