Order Desk Clerk Templates

Looking for Order Desk Clerk Templates to download? See the main templates that a Order Desk Clerk would use in their day-to-day work.

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Order Desk Clerk Templates

There is a huge number of templates that someone in the Order Desk Clerk role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Order Desk Clerk. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Order Form Template
2. Customer Information Template
3. Sales Report Template
4. Inventory Spreadsheet Template
5. Purchase Order Template
6. Return Authorization Form Template
7. Price List Template
8. Shipping Label Template
9. Invoice Template
10. Customer Feedback Form Template


Reports are often prepared by a Order Desk Clerk to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Sales Report
2. Order Fulfillment Report
3. Customer Satisfaction Report
4. Inventory Reconciliation Report
5. Backorder Report
6. Order Status Report
7. Return and Refund Report
8. Shipping and Delivery Report
9. Product Performance Report
10. Customer Complaints Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Order Desk Clerk does and how they do it.

1. Order Processing SOP
2. Customer Inquiry SOP
3. Order Tracking SOP
4. Return and Exchange SOP
5. Inventory Management SOP
6. Shipping and Delivery SOP
7. Customer Complaint Handling SOP
8. Order Modification SOP
9. Payment Processing SOP
10. Order Cancellation SOP


Order Desk Clerk presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Sales Report
2. Customer Satisfaction Survey Results
3. Product Training Presentation
4. Order Processing Efficiency Analysis
5. New Product Launch Presentation

Legal Docs

There are several key times when a Order Desk Clerk needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Sales Agreement Template
2. Purchase Order Template
3. Return Authorization Template
4. Invoice Template
5. Credit Memo Template

Health & Safety Templates

Health & Safety templates for a Order Desk Clerk ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Meeting Minutes Template
3. Workplace Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Assessment Template


Setting up Order Desk Clerk calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Sales Calendar
2. Order Processing Calendar
3. Customer Support Calendar
4. Shipping and Delivery Calendar
5. Inventory Management Calendar

Invoice Templates

Several types of Order Desk Clerk invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Sales Invoice
2. Purchase Order Invoice
3. Return Merchandise Authorization Invoice
4. Credit Memo Invoice
5. Shipping Invoice

Survey Templates

For a Order Desk Clerk to get insights related to the work they do, they need to send out Order Desk Clerk surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Service Quality Survey
4. Order Accuracy Survey
5. Delivery Experience Survey

Meeting Agendas

Having premade Order Desk Clerk meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Sales Review Meeting
2. Customer Feedback Meeting
3. Product Training Meeting
4. Team Collaboration Meeting
5. Performance Evaluation Meeting

Budget Templates

To manage finances well, a Order Desk Clerk would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Sales Budget Template
2. Expense Budget Template
3. Payroll Budget Template
4. Inventory Budget Template
5. Marketing Budget Template


Dashboards are a useful way for a Order Desk Clerk to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Customer Satisfaction Dashboard
3. Order Fulfillment Dashboard
4. Inventory Management Dashboard
5. Order Tracking Dashboard

Proposal Templates

For bidding or requesting work, a Order Desk Clerk needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Sales Proposal
2. Customer Satisfaction Proposal
3. Product Improvement Proposal
4. Service Enhancement Proposal
5. Order Processing Efficiency Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Order Desk Clerk templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

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