No business can be without the important ordering paperwork.

In this zip file you will find 3 templates for customer order forms, from a very simple design, a more detailed order form including areas for credit card payments and a template ready for your logo and terms and conditions to go to professional printers for invoice duplicate or triplicates for customers. Documents are in Microsoft Excel and Publisher, .xls and .pub file extensions.

You also receive the ‘Hostess Party Summary.’ A party summary is better than a tally sheet. Having this in a duplicate or triplicate means all guest details are documented and makes it easier for a Hostess when collecting money and distributing orders.

This consists of 2 party summary documents, 1 for printing that you can print yourself or you can add a 2nd page with terms and conditions and use it for commercial printers. A second which is an electronic copy set out almost identical to the printable version, but with many formulas hidden in the excel workbook that allows information entered to auto calculate and information from other sheets all collate and be automatically added into the main sheet.

This document holds all your product codes and prices and the main sheet will  be the ideal backup to check calculations made by hand or calculator to make it easier to find any possible errors of calculation.

For consultants to place orders, and to track paperwork, you can cut down time with data entry by having your consultants enter their own parties into the form and email it to you keeping everything clear without any problems trying to figure out what goes to what customer. The form is also loaded with ‘help’ sections so for new users there is explanations of how to use document at their fingertips.

NOTE – We recommend that the Hostess Summary auto calculating document be saved separately before you make any changes to it and save a separate – different named file for you to make changes to. The document has a lot of formulas for the sheets to all work together and any changes to the formulas may cause the document not to work correctly. We also recommend that you lock certain areas of the document before giving it to consultants and only allow changes to be made where required i.e. quantities and customer names etc to avoid changes to formulas.

ADDITIONAL INFORMATION – If you need help with this document please let us know. A free 30 minute call/consultation can be available to explain the Summary if required. Data entry service is available if you require help entering product information, locking the document cells to avoid formula problems or other areas of help if required.

If you require any additional services please use the contact us button below.