• List

  • Beginner

Make ordering your products easier than ever with ClickUp's Product Order Form Template. This ready-to-use template puts the power of streamlined product tracking and order management in the palm of your hand.

With this template, you can:

  • Automate data entry to save time
  • Track past orders to provide better customer service
  • Determine shipping costs and availability with ease

Say goodbye to manual processes and hello to efficient product ordering with ClickUp's Product Order Form Template!

Benefits of a Product Order Form Template

Having an effective product order form template can make it easier for customers to purchase your products. Benefits of using a product order form include:

  • Easily collect essential information such as customer contact information, product details, and payment information
  • Streamline business processes by automating the ordering process
  • Increase customer satisfaction by providing an easy and efficient way to order products
  • Gain insights into your customers' buying habits and preferences

Main Elements of a Product Order Form Template

ClickUp's Product Order Form Template is designed to help you keep track of orders and manage customer requests. This List template includes:

  • Custom Statuses: Mark task status such as In Transit, New Order, Packing, Fulfilled, and Delivered to easily keep track of orders
  • Custom Fields: Use 14 different custom attributes such as Product, Tracking Number, Total Price, Customer Type, Contact Number, to save vital order information and easily visualize order data
  • Custom Views: Open 5 different views in different ClickUp configurations, such as the Order Status View, the Product Order Form, the Order Issues View, the New Order List View, and the Getting Started Guide so that all the information is easy to access and organized
  • Project Management: Improve order tracking with time tracking capabilities, tags, dependency warning, emails, and more

How to Use a Product Order Form Template

Creating a product order form is a great way to streamline the purchasing process for your customers. With this template, you can quickly and easily set up a form that will allow customers to enter their payment information and select the items they want to purchase..

1. Gather product information

Before you create your product order form, you'll need to have a list of all the products you want to include. This should include product names, descriptions, prices, and any other relevant information.

Use a table in ClickUp to list all the products and their information.

2. Set up the form

Once you have all the product information, it's time to start setting up your form. Use a spreadsheet program or other suitable software to design your product order form. Start by entering the names of the products, along with any relevant details like descriptions and prices.

Create a Table view in ClickUp to design your product order form.

3. Collect payment information

Your product order form should also include a section for customers to enter their payment information. This should include fields for their name, address, credit card number, and expiration date.

Create custom fields in ClickUp to make sure you have all the payment information you need.

4. Set up a payment processor

Once your product order form is complete, you'll need to set up a payment processor so customers can securely make payments with their credit cards.

Create a task in ClickUp to research and set up a payment processor.

5. Test and launch

Finally, test your product order form to make sure it's working correctly. Once you're satisfied, you can launch it and start accepting orders.

Create a Milestone in ClickUp to track the launch of your product order form.

Get Started with ClickUp's Product Order Form Template

Retailers can use this Product Order Form Template to help everyone stay on the same page when it comes to processing orders and collecting customer information.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

add new template customization

Now you can take advantage of the full potential of this template to manage product orders:

  • Use the Order Status View to track the progress of each order
  • The Product Order Form View will help you create orders quickly and accurately
  • The Order Issues View will give you a space to track any issues and quickly resolve them
  • The New Order List View will help you keep track of new orders and prioritize them accordingly
  • The Getting Started Guide View will provide you with all the necessary information to get started
  • Organize tasks into five different statuses: In Transit, New Order, Packing, Fulfilled, Delivered, to keep track of progress
  • Update statuses as orders are processed to keep customers informed of progress
  • Monitor and analyze tasks to ensure maximum productivity

Get Started with Our Product Order Form Template Today

Related Templates

Template Includes

    • +2
    • 🚛 IN TRANSIT, 🛒 NEW ORDER, 📦PACKING, 🛍️ FULFILLED, ✅ DELIVERED

  • Product
  • Tracking Number
  • Total Price
  • Customer Type
  • Contact Number
  • E-mail
  • Order Issues
  • Order Type
  • Message / Request
  • Shipping Address
  • Unit Price
  • Days Since Order
  • Product Category
  • Quantity

  • Order Status
  • Product Order Form
  • Order Issues
  • New Order List
  • Getting Started Guide

  • When custom field changes, change status.

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