Sales Order Clerk Templates

Sales Order Clerk Templates

There is a huge number of templates that someone in the Sales Order 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 Sales Order 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. Sales Order Form
2. Sales Report
3. Customer Database
4. Price List
5. Purchase Order Form
6. Invoice Template
7. Sales Forecast Spreadsheet
8. Sales Performance Report
9. Inventory Management Spreadsheet
10. Sales Presentation Template

Reports

Reports are often prepared by a Sales Order 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. Sales Order Report
2. Inventory Report
3. Customer Sales Report
4. Sales by Product Report
5. Sales by Region Report
6. Sales by Salesperson Report
7. Backorder Report
8. Shipping Report
9. Accounts Receivable Report
10. Sales Tax Report

SOPs

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

1. Sales Order Processing Template
2. Customer Information Template
3. Product Catalog Template
4. Order Confirmation Template
5. Invoice Template
6. Shipping and Delivery Template
7. Return and Exchange Template
8. Sales Report Template
9. Inventory Management Template
10. Customer Feedback Template

Presentations

Sales Order 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 Template
2. Customer Satisfaction Survey Template
3. Sales Performance Dashboard Template
4. Order Processing Status Template
5. Sales Forecasting Template

Legal Docs

There are several key times when a Sales Order 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. Invoice Template
4. Non-Disclosure Agreement Template
5. Sales Report Template

Health & Safety Templates

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

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Workplace Inspection Checklist Template
5. Emergency Evacuation Plan Template

Calendars

Setting up Sales Order 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 Follow-up Calendar
4. Sales Meeting Calendar
5. Inventory Management Calendar

Invoice Templates

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

1. Sales Invoice: This template is used to generate invoices for sales made to customers, including details such as product description, quantity, unit price, and total amount.
2. Purchase Invoice: This template is used to record invoices received from suppliers for purchases made by the company, including details such as product description, quantity, unit price, and total amount.
3. Credit Memo: This template is used to issue credit notes to customers for returns or adjustments made to their invoices, including details such as reason for credit, original invoice number, and amount credited.
4. Proforma Invoice: This template is used to provide a preliminary invoice to customers before the actual sale, including details such as estimated costs, terms of sale, and payment instructions.
5. Statement of Account: This template is used to provide a summary of all invoices and payments made by a customer over a specific period, including details such as invoice numbers, dates, amounts, and outstanding balances

Survey Templates

For a Sales Order Clerk to get insights related to the work they do, they need to send out Sales Order 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. Sales Performance Survey
4. Order Processing Efficiency Survey
5. Customer Service Evaluation Survey

Meeting Agendas

Having premade Sales Order 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. Sales Team Meeting
2. Monthly Sales Review Meeting
3. Customer Feedback Meeting
4. Sales Strategy Planning Meeting
5. Order Fulfillment Meeting

Budget Templates

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

1. Sales Revenue Budget
2. Operating Expense Budget
3. Sales Commission Budget
4. Travel and Entertainment Budget
5. Training and Development Budget

Dashboards

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

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

Proposal Templates

For bidding or requesting work, a Sales Order 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. Sales Proposal Template: This template is used to create proposals for potential clients, outlining the products or services offered by the company and the benefits they provide.

2. Contract Proposal Template: This template is used to create proposals for clients who have already expressed interest in the company’s products or services, outlining the terms and conditions of the contract.

3. Marketing Proposal Template: This template is used to create proposals for potential clients, outlining the marketing strategies and tactics that the company will use to promote their products or services.

4. Budget Proposal Template: This template is used to create proposals for clients who are interested in the company’s products or services but have a limited budget, outlining the costs and benefits of different options.

5. Partnership Proposal Template: This template is used to create proposals for potential partners, outlining the benefits of working together and the terms of the partnership agreement

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 Sales Order 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.