Templates
Wholesale order form template 

Wholesale order form template 

Simplify wholesale transactions with this order form that helps businesses collect, track, and process bulk purchase requests accurately.

Use this template
or download pdf
Wholesale order form template 

Simplify wholesale transactions with this order form that helps businesses collect, track, and process bulk purchase requests accurately.

Use this template
or download pdf

This wholesale order form template transforms chaotic bulk ordering into a streamlined process. It provides a comprehensive structure for capturing customer information, product selections, quantities, shipping preferences, and payment details.

By implementing this digital form, you’ll address the common pain point of order discrepancies that occur when wholesale customers submit incomplete information. For example, when a retailer needs to quickly restock multiple product lines, this template ensures they specify exact quantities and product variations, preventing costly shipping mistakes. According to Sana Commerce, 43% of buyers are willing to switch suppliers if important information is unclear or unavailable, so a well-structured order form is essential for customer retention.

Related categories

Preview of the template
Page 1
Customer Information
Customer Name
Company Name
Address
City
State/Province
Zip/Postal Code
Country
Phone Number
Email
Order Details
Product Name
Quantity
Price Per Unit
Total Amount
Shipping Information
Shipping Method
Shipping Address (if different from above)
Payment Information
Payment Method
Card Number
Expiration Date
CVV
Terms and Conditions
I have read and agree to the terms and conditions

Frequently asked questions

How do you customize this wholesale order form for your specific products?

Open the template in Lumiform and navigate to the product section. Add your specific product categories, names, SKUs, and pricing information. You can create additional fields for product variants like sizes or colors, and set minimum order quantities for each item. It’s also possible to customize calculation fields to automatically apply your wholesale pricing structure and volume discounts.

How can you use the wholesale order form to gather market intelligence?

Include optional fields asking how customers discovered your business, what influenced their purchase decision, or what complementary products they might be interested in. You can also track which products are frequently ordered together, helping inform your bundling strategies. This information helps you understand customer preferences and market trends without making the form too complicated.

What are effective strategies for handling minimum order requirements without losing smaller customers?

Instead of having a rigid minimum order value, offer alternatives for customers who don’t meet thresholds. Options might include a small order processing fee, consolidated shipping with their next order, or pickup options. This approach accommodates smaller buyers while still encouraging larger orders through economic incentives.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.