Order forms that rely on email, phone, or generic web forms create processing friction at every step. Customer details arrive in inconsistent formats. Product selections and quantities are ambiguous. Payment and shipping preferences are stated differently by different customers. And when an order needs to be referenced after the fact — to resolve a query, process a return, or track a delivery — the record is wherever it was filed, not in a searchable, structured system.
The Order Form template for SharePoint, built with Infowise Ultimate Forms, provides a clean, structured order form covering personal information, product specifications, payment methods, and shipping preferences — with optional extras such as gift wrapping and insurance — giving customers a straightforward ordering experience and giving your team a consistent, complete record of every order placed.
How it works
Customer information
The form captures the customer's personal details — name, contact information, and billing address — at the point of order. This information is recorded consistently across every submission, ensuring that every order is correctly attributed and that the team processing it has immediate access to the customer's contact details without searching through correspondence.
Product selection and specifications
Customers specify the products they are ordering, including any relevant specifications such as size, colour, model, or quantity. The structured format ensures that product details are captured in a consistent way across every order, eliminating the ambiguity that arises when product selections are described informally in an email or over the phone.
Payment and shipping preferences
The form includes dropdown and checkbox selections for payment method and shipping preference, making it straightforward for customers to indicate how they want to pay and how they want their order delivered. Because these selections are captured as structured columns rather than free-text descriptions, the team processing the order has unambiguous, actionable information from the moment the form is submitted.
Optional extras
The form supports optional selections for additional services — including gift wrapping and shipping insurance — presented as simple checkbox options. These selections are captured as part of the same order record, ensuring that extras are not overlooked or miscommunicated between the customer and the fulfillment team.
Shipping details
A dedicated shipping section captures the delivery address and any specific delivery instructions, including the option to specify whether the shipping address differs from the billing address. Clear separation of billing and shipping information ensures that orders are delivered to the correct location without requiring follow-up clarification.
A centralized order record
Every completed order is stored as a structured record in a standard SharePoint list. The team responsible for processing orders has a single, searchable view of all submissions — filterable by customer, product, payment method, shipping preference, or order date — giving full visibility of the order queue without relying on a shared inbox or a separate order management system.
What you get
- A structured order form capturing customer details, product specifications, payment method, and shipping preferences
- Dropdown and checkbox selections for payment, shipping, and optional extras including gift wrapping and insurance
- Separate billing and shipping address capture with clear distinction between the two
- Every order stored as a structured, searchable record in a centralized SharePoint list
- Configurable product options, payment methods, shipping preferences, and extras to match your specific order requirements
- Extendable with automated order confirmation emails and fulfillment notifications using Ultimate Forms
- Free for all Ultimate Forms customers, installed automatically with a single click
Built on standard SharePoint lists
The Order Form system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All order records stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.
Read detailed installation instruction.
