Your spring collection has 47 shirt variations, your fall line needs size forecasting, and your bestselling hoodie triggered a reorder point. And your spreadsheet? It’s struggling to track all these crucial details.
Many apparel businesses often struggle to manage their inventories and orders effectively at large volumes. Fortunately, Excel templates designed for apparel businesses offer sophisticated inventory management without the premium software costs.
Use a free order form template in Excel to tackle the daily challenges of size matrix calculations, inventory forecasting, and order tracking—everything that keeps apparel managers up at night.
This guide will share Excel templates that understand the apparel industry’s unique demands.
Free Order Form Templates for Excel | ClickUp
- What Makes a Good Order Form Excel Template?
- Order Form Excel Templates
- Limitations of Using Excel for Order Management
- Alternative Order Form Excel Templates
- 1. The ClickUp Product Order Form Template
- 2. The ClickUp Purchase Order and Inventory Template
- 3. The ClickUp Change Order Form Renovations Template
- 4. The ClickUp Supply Order Form Template
- 5. The ClickUp Cookie Order Form Template
- 6. The ClickUp Order Fulfillment Template
- 7. The ClickUp Company Swag Orders Template
- 8. The ClickUp Sales Tracker Template
- 9. The ClickUp Payment Form Template
Summarize this article for me pleaseWhat Makes a Good Order Form Excel Template?
With a good purchase order form template, Excel lets your apparel business balance sophistication with simplicity. It serves as your operational base—managing size calculations, inventory updates, and order processing all in one place.
Key features of these order form templates include:
- Size matrix adjustment: Adapts to different product categories, allowing for easy modifications when dealing with diverse apparel lines such as t-shirts, jeans, and jackets
- Built-in formulas: This lets you use formulas to handle complex calculations like determining optimal stock levels, pricing adjustments based on size variations, and overall cost estimations for bulk orders
- Visual data displays: Tracks inventory in a way that’s easy to understand, with color-coded indicators for stock levels, graphs for sales trends, and charts for size distribution
- Multi-location stock tracking: Ensures that you always know where your inventory is (particularly useful for businesses managing more than one site)
- Seasonal collection management: Keeps track of what’s in demand during specific seasons, helping you align inventory levels with market trends
The best order forms include standard apparel fields such as colorway options, size range breakdowns, and style number formats, making them useful for the fashion industry’s unique demands.
Also Read: How to Create a Form in Excel
Summarize this article for me pleaseOrder Form Excel Templates
In the apparel industry, cutthroat competition means that processing speed directly impacts fulfillment rates and customer satisfaction levels.
The following order forms provide specialized features to help apparel business operations run smoothly, covering all your requirements from wholesale to a photography order form:
1. Order Form Template by HubSpot
HubSpot’s Order Form Template is a versatile foundation for apparel businesses. It integrates smoothly with existing workflows in Excel, Word, and Google Sheets formats.
Beyond basic order tracking, this template focuses on a bunch of details:
- Automated size run calculations: Quickly calculate costs for size variations, taking into account different pricing for each size
- Customizable branding: Allows you to add your company logo and colors, making your wholesale order form look professional and consistent with your brand identity
- Comprehensive product specification fields: Ensures accurate order entries with all the details, such as fabric type, care instructions, and packaging preferences in your t-shirt order form
Whether you’re dealing with wholesale or retail, this template supports detailed garment care instructions, order notes, and other important product details.
Ideal for: Apparel businesses that need to communicate specific product requirements to manufacturers or retailers
2. Work Order Tracker Template by Microsoft
Microsoft’s Work Order Tracker Template keeps production on track with a well-organized framework. It uses conditional formatting to help manage orders across multiple production lines.
Key features of this template include:
- Customizable order numbers: Integrate easily into your existing system, allowing for seamless tracking of each order from production to delivery
- Detailed job descriptions: Capture specific requirements for each garment, including materials, measurements, and special instructions
- Status updates: Keep production on schedule with simple progress tracking using visual indicators like color-coded status bars
The template supports simultaneous tracking of multiple production runs and is excellent for high-volume manufacturing operations.
Ideal for: Businesses that need a structured approach to managing multiple production lines
💡Pro Tip: When using Excel’s order form templates, apply conditional formatting to highlight low inventory levels, overdue deliveries, or high-demand items. This visual cue helps you quickly identify critical actions, ensuring you always stay on top of your order management.
3. Simple Order Form Template by Template.net
For businesses prioritizing efficiency without complexity, the Simple Order Form Template by Template.net delivers functionality. Its user-friendly design speeds up order processing while maintaining accuracy.
The template offers:
- Quick order entry: User-friendly fields for apparel specifications, including drop-down menus for common options like sizes and colors
- Automated pricing calculations: Minimized pricing errors by automatically calculating totals based on item quantity, size, and any applicable discounts
- Flexible customization: Easy adaptation to various clothing lines, making it ideal for businesses that produce multiple types of apparel
You can also easily add or remove fields to suit different product categories, whether casual wear, outerwear, or accessories, if you’re selling apparel.
Ideal for: Small businesses that need a simple yet effective order form for different apparel categories
4. Simple Delivery Order Template by WPS
The Simple Delivery Order Template by WPS has been fine-tuned to handle the precise details fashion retailers need when managing their shipments.
Use this template to easily:
- Manage the distribution of different sizes to multiple stores, ensuring that each location receives the correct assortment based on sales data
- Track order specifics and delivery schedules, allowing you to maintain a clear overview of when and where each shipment is expected
This easy-to-use template helps optimize stock levels and reduce overstock or stockout situations at individual stores, which is crucial for coordinating deliveries during peak seasons or promotional periods.
Ideal for: Retailers managing deliveries across multiple locations and needing precise distribution tracking
5. Goods Order Delivery Form Template by WPS
Building on delivery management efficiency, the Goods Order Delivery Form Template by WPS takes a comprehensive approach to order processing. This template particularly shines in handling the complexity of fashion retail distribution.
With its straightforward layout, the template lets you:
- Track multiple orders while maintaining delivery details, making it easier to manage complex logistics
- Keep specifications and delivery schedules well organized, reducing the likelihood of missed deliveries or errors in shipment
If you manage a high volume of orders and ensure that every detail is accounted for, this template is for you!
Ideal for: Larger retailers or wholesalers that handle complex logistics with multiple orders
6. Purchase Order with Price List Template by WPS
The Purchase Order with Price List Template by WPS simplifies pricing management for fashion retailers. Combined with proper documentation through a standardized goods received note system, this template streamlines the entire purchasing cycle.
This purchase order template is available for use via the WPS platform, and it:
- Simplifies tracking varied price points across products, including different sizes, colors, and customizations
- Supports complete documentation for the purchasing cycle, including detailed records of what was ordered, at what price, and from which supplier
The purchase order form template ensures that all pricing information is centralized and easy to update, reducing errors during the purchasing process. This is vital for maintaining transparency and facilitating smooth supplier relationships.
Ideal for: Apparel businesses needing streamlined pricing management for diverse product lines
Summarize this article for me pleaseLimitations of Using Excel for Order Management
Excel’s order form templates provide a cost-effective way to manage basic apparel operations, but as your business scales, they have their limitations:
- Manual updates: Excel templates can become cumbersome when updating a multi-location inventory. Every time inventory levels change, they must be manually adjusted across all relevant spreadsheets, leading to inefficiencies and increased risk of errors
- Custom order processing: Special orders or bulk requests often require separate sheets, leading to a fragmented system. Handling unique customer specifications in Excel is time-consuming and can result in inconsistencies, especially when managing multiple special orders at once
- Vendor coordination: Coordinating with multiple vendors using separate spreadsheets can lead to missed deadlines, miscommunication, and delays in the production schedule
- System integration: Limited integration capabilities with other software can result in disjointed workflows and inefficient real-time decision-making. Without seamless integration with form management, CRM, or warehouse management systems, data must be transferred manually and reconciled with inventory templates, which is both time-consuming and prone to errors
These operational challenges that come with order form templates in Excel indicate the need for more robust solutions that match modern apparel business requirements.
Summarize this article for me pleaseAlternative Order Form Excel Templates
As your apparel business grows, you might need a more robust solution to accommodate your evolving needs.
ClickUp offers a suite of templates specifically designed to address the order management and inventory control challenges faced by apparel businesses.
💡 Quick Hack: You can integrate ClickUp templates with Google Sheets or other applications to automate repetitive tasks like transferring order details. This can save time and reduce the risk of errors, especially when managing multiple orders or locations.
1. The ClickUp Product Order Form Template
Managing orders for your spring collection shouldn’t require switching between multiple spreadsheets. The ClickUp Product Order Form Template creates a single workflow that tracks orders from the first customer inquiry through final delivery.
Whether managing individual T-shirt orders in multiple sizes or bulk wholesale requests, this template delivers:
- Order status tracking: Track products through fulfillment stages with clear status updates such as “Ordered,” “Packed,” “In Transit,” and “Delivered”
- Apparel-specific details: Include fields for size range, colorways, and style codes, ensuring that every aspect of the product is captured
- Smart automation: Automate order entries, minimizing manual errors and freeing up time for more strategic tasks
Perfect for retail and wholesale orders, this template centralizes your order management, eliminating the need for third-party order forms while ensuring accurate, timely deliveries.
Ideal for: Businesses seeking to reduce manual errors and improve efficiency in order tracking
2. The ClickUp Purchase Order and Inventory Template
Say your fall jackets sell faster than expected, or your winter coats need fresh production slots; the ClickUp Purchase Order and Inventory Template handles both incoming orders and current stock levels, keeping your seasonal collections on track.
This useful order form template simplifies inventory management with the following:
- Automatic low-stock alerts to prevent stockouts
- End-to-end order tracking from vendor to fulfillment
- Real-time inventory updates reflecting sales, returns, and receipts
Ideal for: It’s perfect for businesses managing frequent stock movements—from single-item restocks to full collection orders.
3. The ClickUp Change Order Form Renovations Template
Apparel trends are subject to changing customer tastes and preferences. You need to keep up with the latest trends, but you also need to prepare for any last-minute changes to your supply.
The ClickUp Change Order Form Renovations Template lets you tackle exactly those requirements with:
- Modification tracking: Document all specification changes—fabric, size, and design—while maintaining original order details
- Order status overview: Monitor custom orders through each stage to ensure on-time delivery
Ideal for: Companies that need to maintain accurate stock levels across a large inventory
4. The ClickUp Supply Order Form Template
The ClickUp Supply Order Form Template addresses a critical aspect of fashion business operations: managing the constant flow of materials and supplies that keep production running smoothly.
Use this template to:
- Capture essential details for fabrics and trims, including quality, color, and supplier information
- Track which department requested the order, helping maintain accountability and ensuring that each department’s needs are met without overlap or confusion
This template smooths out the entire ordering process from initial request to delivery. Fashion businesses can further optimize their supplier relationships using specialized vendor list templates.
Ideal for: Apparel manufacturers managing material requests across multiple departments
5. The ClickUp Cookie Order Form Template
Don’t let the name trick you—the ClickUp Cookie Order Form Template offers remarkable versatility for fashion retail operations.
The template’s simplified structure adapts perfectly to food (especially cookies) order management, proving especially valuable for businesses handling multiple product lines and customized orders. Though you can use it for any industry.
It stands out compared to spreadsheet templates when managing custom dessert requests and wholesale purchases. Combined with proven form-building tips, it creates a robust system for tracking samples and managing your product lifecycle.
Ideal for: Managing multiple product lines and custom clothing orders effectively
6. The ClickUp Order Fulfillment Template
The ClickUp Order Fulfillment Template improves operations for fashion retailers, bringing clarity and efficiency to the entire fulfillment process. This template keeps your shipping operations running smoothly, from inventory checks to package tracking.
Its key features include:
- Order status markers: Track orders through various stages with visual markers, allowing for a quick overview of all active orders
- Demand insights: Analyze collection performance to anticipate trends and make informed decisions about restocking and new product launches
Apparel businesses already using Excel form templates will find this solution a notch up because it creates a seamless bridge between order placement and fulfillment.
Ideal for: Retailers wanting to align inventory with customer demand during peak seasons
7. The ClickUp Company Swag Orders Template
Looking to promote a specific brand partner or marketing campaign on your apparel? The ClickUp Company Swag Orders Template has you covered!
Use it to:
- Organize orders through a straightforward progression of status updates: “New” (order confirmed), “Waiting on supplies” (materials pending), “Ready to ship” (production complete), and “Shipped” (en route to client)
- Capture essential fashion retail data like customer details and sizing requirements, order volumes across size ranges, price points and quantity breaks, production timelines, and shipping preferences
Combined with work order templates, it can maintain accurate records for large-scale distribution needs.
Ideal for: Managing bulk apparel orders and promotional merchandise programs
8. The ClickUp Sales Tracker Template
The ClickUp Sales Tracker Template elevates fashion retail analytics through powerful visualizations that transform raw data into actionable insights for apparel businesses.
Use the template’s different views for comprehensive snapshots of different aspects of the sales of your apparel business:
- The Sales Tracker View for a comprehensive monthly analysis of your fashion line
- The Sales Status per Product View for collection management
- The Sales Volume per Month View for a high-level perspective, essential for strategic planning
Ideal for: Fashion retailers looking to gain deeper insights into product performance and sales trends
9. The ClickUp Payment Form Template
Have you ever had those weeks when all your business’s financial dealings demand your attention simultaneously? Your trunk show will have multiple pre-orders, while wholesale clients will confirm spring deliveries.
During these busy retail moments, the ClickUp Payment Form Template organizes your payment records.
In addition to managing supplies, vendors, customers, and business operations, you must ensure that your business’s payments and transaction information are logged accurately in your order forms.
This template helps you capture the minutiae of your payment history, letting you:
- Track every transaction detail, such as payment methods used, total order amounts, current status, required follow-ups, and receipt records
- Handle various payment scenarios common in apparel retail, including wholesale deposits and balances, split payments for large orders, seasonal pre-orders, customer deposits for custom work, and international transaction tracking
Ideal for: Tracking and managing payments for wholesale or custom apparel orders
No matter your requirements, these order form templates help you maximize order management efficiency and smooth order processes and logistics in simple steps.
Summarize this article for me pleaseTake Control of Your Inventory and Orders Today
Whether you’re a boutique starting with your first seasonal collection or an established retailer managing complex supply chains, the right Excel order form template can make all the difference.
Excel templates offer practical solutions, while more advanced ClickUp options provide flexibility and scalability for evolving needs.
Leveraging these order forms can optimize order processing, reduce errors, and improve overall efficiency in managing your apparel business.
Ready to make order management effortless? Sign up for ClickUp for free to explore these templates today and help your business operations keep pace with your brand’s growth.
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