Wholesale order form template
Take repeat orders from stockists: SKUs by the case, the order value against your minimum, what to do with backorders, and where to ship and invoice.
HN-500 Raw honey 500 g, case of 12 – $78 a case
Number of cases
Enter a number from 0 to 500.
HN-250 Raw honey 250 g, case of 24 – $96 a case
Number of cases
Enter a number from 0 to 500.
CM-375 Creamed honey 375 g, case of 12 – $84 a case
Number of cases
Enter a number from 0 to 500.
GB-6 Mini jar gift box, case of 8 – $120 a case
Number of cases
Enter a number from 0 to 500.
Other items from our line sheet (code and number of cases)
19 questions · about 4 min · logic · prefill from the link · running total
- No sign-up to start
- Unlimited responses on Free
Print it as a PDF Word version
Change the questions in Word, then print.
What you get back
Every response lands in your results the moment it is sent. Turn on email notifications and each one arrives like this, and the same answers become a row in your spreadsheet.
From PulseFormCreator
Subject New response to Wholesale order
- HN-500 Raw honey 500 g, case of 12 – $78 a case
- 4
- HN-250 Raw honey 250 g, case of 24 – $96 a case
- 2
- CM-375 Creamed honey 375 g, case of 12 – $84 a case
- 1
- GB-6 Mini jar gift box, case of 8 – $120 a case
- 0
- If something is out of stock
- Ship what is ready now, backorder the rest
- Store or company name
- Hillside Grocer
and 8 more answers
| submitted_at | HN-500 Raw honey 500 g, case of 12 – $78 a case | HN-250 Raw honey 250 g, case of 24 – $96 a case | CM-375 Creamed honey 375 g, case of 12 – $84 a case | GB-6 Mini jar gift box, case of 8 – $120 a case | Other items from our line sheet (code and number of cases) |
|---|---|---|---|---|---|
| 23 Sep 2026 09:41 | 4 | 2 | 1 | 0 |
Export to CSV or Excel, or send responses to Google Sheets, Notion, Airtable, Slack or a webhook. All free.
What happens after someone submits
Set these up in the Workflows tab, and repeat orders arrive without a phone call.
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Submitted
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A new stockist sends a first order Pro
It waits for your OK, and you approve or reject it from your inbox before the stockist hears back.
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Any order comes in
It lands in Google Sheets with a column for each SKU, ready to use as the pick list.
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Something is on backorder
Reply from the order to confirm what ships now, and their answer comes back to the same thread.
What this form asks, and why
A wholesale order form lists your SKUs with the pack size and case price, checks the order against your minimum, and asks what to do with backorders, the PO number, the ship-to address and who gets the invoice. Stores with an account skip billing and payment, because you already hold them.
| Question | Why it is there |
|---|---|
| HN-500 Raw honey 500 g, case of 12 – $78 a case | Code, pack size and case price in one label, as on a line sheet. |
| HN-250 Raw honey 250 g, case of 24 – $96 a case | Quantities are cases, so nobody orders seven jars from a case of twelve. |
| CM-375 Creamed honey 375 g, case of 12 – $84 a case | Each line feeds the order value. |
| GB-6 Mini jar gift box, case of 8 – $120 a case | The order value adds up below this line. |
| Other items from our line sheet (code and number of cases) | Codes from a long line sheet. |
| If something is out of stock Required | Required, because stock that is not ready is normal in wholesale. |
| Store or company name Required | The account being ordered for. |
| Account number, if you have one | Optional, so new stockists can still order. |
| Buyer’s name Required | The store’s buyer, who answers stock questions. |
| Email Required | The order confirmation and ship date. |
| Phone Required | For a quick “the small jar is short, swap to the large?” |
| Your PO number | Stores match your invoice to their purchase order. |
| Wanted ship date | A wanted date, not a promise. |
| Ship-to address Required | Where the cases go, often a store, not head office. |
| Is the billing address the same? Required Only when “Account number, if you have one” is left blank | A yes skips the billing address. |
| Billing address Required Only when “Account number, if you have one” is left blank and “Is the billing address the same?” is No | For head office or accounts payable. |
| Where should the invoice go? Only when “Account number, if you have one” is left blank | For an accounts inbox, when the buyer does not pay. |
| How will you pay? Required Only when “Account number, if you have one” is left blank | The method only. Choosing terms without an account shows a note about your credit application. |
| Delivery notes | Dock hours, a receiving contact, labeling rules. |
What we left out
- Tax ID or resale license number. It belongs to opening the account, with the certificate kept on file, not to every order.
- Which carriers the address takes. Add it if large orders go by courier or pallet.
How the form changes as people answer
Most people see a shorter form. These questions and screens only appear when an answer calls for them.
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When “Account number, if you have one” is left blank
shows “Is the billing address the same?”, “Where should the invoice go?” and “How will you pay?”
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When “Account number, if you have one” is left blank and “Is the billing address the same?” is No
shows “Billing address”
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When “Account number, if you have one” is left blank and “How will you pay?” is “On account, on our 30-day terms”
shows “Terms are for approved accounts”
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When the order value is 249 or less and “Other items from our line sheet (code and number of cases)” is left blank
shows the “Your order is under our minimum” ending
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When “Account number, if you have one” is left blank
shows the “Thanks, Declan. Your first order is in.” ending
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As people answer
adds up the order value
Make it yours
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Give each stockist their own link
Add ?account=W1042 to a stockist’s link and their account number is filled in, so they skip billing and payment.
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Set your minimum
Change the number in the “Order minimum” rule and the intro. Smaller orders end on a screen that says so.
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Cap a short item
Set a maximum on that SKU’s question to the cases you have left, and nobody can order more.
Good practice and the law
- UK
If no payment date is agreed, a business payment is late 30 days after the buyer gets the invoice or the goods, whichever is later. GOV.UK, late commercial payments
- US
In California, a seller who takes a valid resale certificate in good faith owes no sales tax on that sale. CDTFA, Publication 103
Questions about this template
How do stockists pay?
On your terms: you invoice once stock is confirmed, or charge the card you already hold. Nothing is charged on the form.
Can a stockist order items that are not on the form?
Yes. They write codes and cases under “Other items”. An order with written-in items goes through even under the minimum, for you to price.
What do new stockists see?
Without an account number they fill in billing and payment, then learn you check new accounts before the first order ships.
Are the prices before or after tax?
Before tax: you add it on the invoice. Pick “United States” above the preview for a sales-tax line and a resale-certificate note, or “Australia” for its tax wording.
Can stockists see different prices?
Make one copy per price list, or give a stockist’s link a hidden field such as ?tier=gold and add a rule that lowers the order value for that tier. Item labels still show list prices.
Does it work with a Shopify or WooCommerce store?
Beside the store, not in its checkout: embed the form on a store page and send each order to a webhook or Zapier (see the integrations guide). It does not change your stock.
Which form do you need?
Not quite the job? One of these may fit, or browse all order forms.
- product order form template
For one-off customers buying by the item for pickup or delivery.
- trade credit application form
For a new stockist asking for trade terms, with references.
- estimate request form
When a buyer wants pricing for a large or custom order first.
Start with the wholesale order form template
Open it in the editor, put in your SKUs, case prices and minimum, and send each stockist their link.
By Michael Hodge, founder of PulseFormCreator. Updated 23 Sep 2026.