Create a Custom Order Form with Wishlist Section | Tips & Ideas"

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SUMMARY

This discussion centers on creating a custom order form with an integrated wishlist section for direct sales, specifically within the context of Pampered Chef (PC) orders. Users share experiences and resources, emphasizing the importance of including a guarantee and compliance with the Direct Selling Association (DSA) Code of Ethics. Several participants suggest utilizing existing templates, such as the printable wishlist from CC, to avoid redundancy. The conversation highlights the challenges of ensuring customers use the wishlist correctly rather than as an order form.

PREREQUISITES
  • Understanding of direct sales practices and compliance requirements
  • Familiarity with Pampered Chef order processing
  • Basic skills in creating and customizing order forms
  • Knowledge of the Direct Selling Association (DSA) Code of Ethics
NEXT STEPS
  • Research how to effectively integrate wishlist features into order forms
  • Explore the use of printable templates for direct sales order forms
  • Learn about compliance with the DSA Code of Ethics in direct sales
  • Investigate customer behavior regarding wishlist usage in sales contexts
USEFUL FOR

Direct sales consultants, order form designers, and anyone involved in optimizing customer order processes within the direct sales industry.

ginamkiely
ginamkiely
Messages
851
Hi

Does anyone out there have an outside order form made up with a wish list section on it. Instead of using PC's order forms i was going to personalize my own and have a wishlist section right on the form. if no one has one i'll try and get working on one.

TIA
 
I think you can download the wish list behind CC. Check it out before you recreate the wheel.
 
Wish ListI put a half-sheet Wish List in all my folders. Very basic and simple. I have attached it. Unfortunately, its in Works. It's on my work computer, and when I first started, we only had Works, and I haven't converted it to Word. If you can't open it, maybe someone else will have one they can upload as well.

Tammy
 
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Tammy... I would love to see it but it's not attached. Can you try again
 
ginamkiely said:
Tammy... I would love to see it but it's not attached. Can you try again
Click to expand...
It wouldn't upload. Maybe because it's Works. I can email it to you, if you'd like.
 
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i got it, thanks so much!!!
 
email please?would you please email this to me? I'd love to have it in my lapboards,
thanks!
[email protected]
 
Just be sure that the back of the order form has the guarantee printed on it, if you're not going to use home office order forms. It has information on it about the "Notice of Cancellation" within 3 business days that all direct sales companies have to give to their customers when placing orders in order to comply with the DSA Code of Ethics: Direct Selling Association - Code of Ethics
 
Cathy, while that information is correct, it very clearly states on our printable OOF that is it NOT valid as an official receipts.The only valid receipts that PC will honor are the write ins or receipts printed on the PC paper available on supply.
 
DebbieJ said:
Cathy, while that information is correct, it very clearly states on our printable OOF that is it NOT valid as an official receipts.

The only valid receipts that PC will honor are the write ins or receipts printed on the PC paper available on supply.
Click to expand...

Right - they're fine as "order forms", but not receipts. I always print a PP receipt to everyone who placed an outside order at my show.
 
i used to do the wish lists, but my customers really didnt use them as wish lists...even though i told them not too! They used it as an order form section... So... i figured I'd save myself the paper and leave out the wish list... hopefully you'll have better luck then mee!
 
bsaxman said:
i used to do the wish lists, but my customers really didnt use them as wish lists...even though i told them not too! They used it as an order form section... So... i figured I'd save myself the paper and leave out the wish list... hopefully you'll have better luck then mee!
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Me, too!! That's why I stopped using them, too. I got sick of having to fill out everyone's order form for them!! GRR! :rolleyes:
 
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thanks for everyone's suggestions. i just took a few different ones i found on here and made it my own. i made 2 different forms, 1 with an order form with tear off receipt, an order form with a wish list and a seperate wishlist. i attached them all here so you could see them and use them if you want.

also, i print each customer a seperate P3 receipt and i also add on the bottom how much the host received and saved on it.

thanks again
 

Attachments

Frequently Asked Questions

What is a custom order form with a wishlist section?

A custom order form with a wishlist section is a personalized document that allows customers to select items they wish to purchase from Pampered Chef while also providing a space for them to list additional items they may want in the future. This helps streamline the ordering process and keeps track of customer preferences.

How can I create a custom order form for my Pampered Chef business?

You can create a custom order form by using templates available online or designing your own using software like Microsoft Word or Google Docs. Include sections for customer information, selected items, pricing, and a wishlist area where customers can jot down items they may want later.

What should I include in the wishlist section of the order form?

The wishlist section should include space for customers to write down item names, descriptions, or catalog numbers of products they are interested in but not ready to purchase. You may also want to include a note about any upcoming promotions or seasonal items that could entice them to revisit their wishlist.

How can I encourage customers to fill out the wishlist section?

Encourage customers to fill out the wishlist section by highlighting the benefits of keeping track of their desired items, such as special promotions, discounts, or exclusive offers on wishlist items. You can also offer incentives, like a small discount on their next order if they complete the wishlist.

Can I use digital tools to create and share my custom order form?

Yes, you can use digital tools such as Google Forms, Canva, or specialized software for direct sales to create and share your custom order form. Digital forms can be easily shared via email or social media, making it convenient for customers to access and fill out their orders and wishlists online.

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