There’s a lot of paperwork that needs to be filled out during the sales process. And because many of these forms discuss similar things, like pricing and terms, it’s easy to confuse them. In this article, we’ll break down how a sales order form differs from a price quote and an invoice, so you can be sure you’re filling out the right paperwork for each situation.

The sales order form is a vital document that details each item that you will sell to your customer, along with the pricing for each item. It is a document that you and your customer agree to before the sale is finalized. It also allows you to track the status of each item and ensure that it is delivered on time and to the correct place.

To begin with, write the customer’s information in the top section of the sheet. This includes their name and contact information. Next, list the items that you are selling to them with their product names and quantity. Below that, write the prices of each item in dollars. Make sure to calculate the subtotal and include any taxes or additional fees that may be added.

Once you’ve recorded all of the information, add a total to each line. Then, write the date that you created this sales receipt (month, day and year). On this blank where it says sales representative, make sure to put your full name. After that, fold the piece of paper over and stick it to a cardboard backing sheet (these are the three flimsy papers attached to one another; white, yellow and pink). This will prevent the receipt pages from being written on again.