Sell From Your Catalog With a Simple Online Order Form helps teams run forms & bookings workflows with clarity and control. Customers pick products and quantities straight from your inventory, choose delivery or pickup, and pay online. You turn each request into an order and an invoice without retyping anything.
Sell From Your Catalog With a Simple Online Order Form
Customers pick products and quantities straight from your inventory, choose delivery or pickup, and pay online. You turn each request into an order and an invoice without retyping anything.
What Order Forms does
Instead of using disconnected spreadsheets, emails, and approvals, your team works from one structured process. Core capabilities include products and prices pulled from your inventory, delivery or pickup, preferred date and time, one click to an order, then an invoice, so operations stay consistent as the business grows.
This means leaders get better visibility, teams spend less time on manual coordination, and finance decisions are made using reliable data rather than assumptions.
What's inside
A closer look at everything Order Forms includes today.
Your catalog, online
NewChoose exactly which products each form offers. Items no longer in inventory are flagged so you never sell what you don't have.
Rental requests
NewFor equipment, vehicles, and venues: customers pick the item, the rental dates, and quantity, and can upload an ID document.
From request to invoice
NewEach submission shows its billing state at a glance.
- Not invoiced, invoice draft, invoiced and unpaid, part-paid, or paid in full
- Online payments are applied to the invoice automatically
- Customers can pay open invoices from their request status page
How it works in your business
Step 1: Products and prices pulled from your inventory
Add a Products field and choose which inventory items to offer. Prices come from your catalog and are checked again when the customer submits.
Step 2: Delivery or pickup, preferred date and time
Customers build their order, see the total, and send it — paying online now, paying later, or paying a deposit, depending on how you set it up.
Step 3: One click to an order, then an invoice
Confirm the request, create an order for your team to prepare, and invoice it when it's done. Everything links back to the original submission.
How businesses benefit
Business impact 1
Take orders around the clock by replacing manual back-and-forth with a single workflow that is easier to monitor, easier to audit, and easier to scale.
Business impact 2
Stop pricing mistakes from chat orders by replacing manual back-and-forth with a single workflow that is easier to monitor, easier to audit, and easier to scale.
Business impact 3
Keep stock, sales, and invoices in sync by replacing manual back-and-forth with a single workflow that is easier to monitor, easier to audit, and easier to scale.
Works well with
Built for growing teams
Run order forms with less friction and more confidence.
ParmLedger gives finance and operations teams one reliable operating layer. You spend less time fixing process gaps and more time improving profitability, compliance, and execution speed.