How to Make an Order Form in Excel

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April 9, 2019
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When you first start to use Excel, you probably work with files that somebody else set up. Eventually, you’re ready to build a workbook of your own, and this video shows how to make an order form in Excel, starting from a blank workbook.

Simple Order Form in Excel

These instructions will help you make an order form in Excel, with drop down lists to choose products, and another drop down list to select a customer.

drop down list of customers

The video also shows you to to set up the formulas that return the customer address, and other formulas to get the product price and calculate totals.

simple order form in Excel

Watch the Video

This video shows shows how to make an order form in Excel, step by step, starting from a blank workbook. The timeline below the video shows when each step begins.

To follow along, you can get the sample file from my Contextures site. It has the product list and customer list, so you don’t have to spend time typing those.

Video Timeline

00:00 Intro
01:00 3 Sheets
02:26 Excel Tables
03:27 Named Ranges
05:34 Start the Order Form
06:21 Add the Headings
06:58 Product Drop Downs
07:43 Price Lookup
08:59 Add VLOOKUP
10:09 Row Total
11:26 Grand Total
12:06 Add Formatting
13:01 Customer Drop Down
13:49 Customer Lookup
15:15 Combined Lookup
17:44 Final Formatting
18:34 Get the Sample File

Get Written Instructions

If you prefer to read the instructions, instead of watching a video, you’ll find those on the How to Create an Excel Order Form page, on my website.

That page has detailed instructions, and all the formulas, and screen shots for each step.

written instructions to make an order form

Get the Completed Order Form

To see how the order form works, you can get the completed file from my Contextures site. The zipped file is in xlsx format, and does not contain any macros.

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