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.
19 questions · about 4 min · logic · prefill from the link · running total
- No sign-up to start
- Unlimited responses on Free
Store or company name
Account number, if you have one
Buyer’s name
Phone
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
- Store or company name
- Hillside Grocer
- Account number, if you have one
- W1042
- Buyer’s name
- Declan Murphy
- declan@example.com
- Phone
- +61355550148
- HN-500 Raw honey 500 g, case of 12 – $78 a case
- 4
and 8 more answers
| submitted_at | Store or company name | Account number, if you have one | Buyer’s name | Phone | |
|---|---|---|---|---|---|
| 2026-09-22T09:41:00.000Z | Hillside Grocer | W1042 | Declan Murphy | declan@example.com | +61355550148 |
The first 6 of 26 columns. Export to CSV or Excel, or send each response to Google Sheets, Notion, Airtable, Slack or a webhook as it arrives, all on the free plan. The answers above are made up.
What this form asks, and why
| Question | Why it is there |
|---|---|
| Store or company name Required | The account being ordered for. |
| Account number, if you have one | Optional, so a new stockist can still order without one. |
| 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?” |
| HN-500 Raw honey 500 g, case of 12 – $78 a case | Code, pack size and case price in one label, because buyers order from the 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 is added up after this line and shown below it. |
| 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. |
| 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 rather than 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, when it is not the ship-to address. |
| 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 the invoices. |
| How will you pay? Required Only when “Account number, if you have one” is left blank | The method only. Anyone choosing terms without an account number sees a note about your credit application. |
| Delivery notes | Dock hours, a receiving contact, labelling rules. |
What we left out
- How did you hear about us?. It belongs to opening the account, not to a repeat order.
- Tax ID or resale licence 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 you post small orders and send large ones 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.
-
When “Account number, if you have one” is left blank
shows “Is the billing address the same?”, “Where should the invoice go?”, “How will you pay?”
-
When “Account number, if you have one” is left blank and “Is the billing address the same?” is No
shows “Billing address”
-
When “Account number, if you have one” is left blank and “How will you pay?” is On account, on our [30-day] terms
shows “A note”
-
When the total total 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
-
When “Account number, if you have one” is left blank
shows the “Thanks, …. Your first order is in.” ending
-
As people answer
adds up Order value (A$ ex GST)
-
At the end
shows one of 3 thank-you screens: “Order received from …”, “Thanks, …. Your first order is in.”, “Your order is under our minimum”
Make it yours
-
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.
-
Set your minimum
Change the number in the “Order minimum” rule and in the intro. Orders under it end on a screen that says so.
-
Keep a pick list
Connect Google Sheets. Each SKU is its own question, so each gets its own column, ready for packing.
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. Keep certificates with the account. CDTFA, Publication 103
Questions about this template
Can stockists pay on the form?
No. PulseFormCreator does not take payments. The form works out the order value, and you invoice on the account’s terms or charge the card you already hold.
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, and finish on a screen saying you check new accounts before the first order ships.
Are the prices with or without GST?
Without. The intro and thank-you screen both say so, and you add GST on the invoice.
Which form do you need?
The wholesale order form is one of the order forms. If it is not quite the job, one of these may be.
- Order form template
For one-off customers buying by the item for pickup or delivery.
- Credit application form template
For a new stockist asking for trade terms, with references.
- Quote request form template
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.
Updated 22 September 2026.