01 / ORDER FORM

A PDF order form, filled in online.

A herb and spice supplier in Canada takes bulk orders on a PDF form that customers print, fill in by hand and send back. A PDF cannot tell when a size is left out, so someone may have to go back and ask.

The sample is the same form in the browser. Product names come from the catalogue, a missing size or quantity is caught before the order goes out, and a pasted list from an email is matched line by line. The team gets a clean summary and a spreadsheet row per item.

Sample online bulk order form with a demo order loaded Open the sample ↗
02 / HELPLINE INBOX

A helpline inbox, sorted before anyone opens it.

A wildlife charity in the UK answers a shared helpline inbox. A question about a garden sits next to an injured animal on someone's kitchen floor, and both wait in the same queue.

The sample puts each email into one of three piles with a short reason: ring now, needs a person, or already answered on the website. Routine ones come with a draft reply to check. Urgent ones never get an automatic reply, and the team can move any email to another pile.

Sample helpline inbox sorted into three piles Open the sample ↗
03 / STOCK PLAN

Same-day shipping: how many of each on the shelf?

A flat-pack furniture maker wants every product in stock so it can ship the day it is ordered. A fast seller with steady sales needs less stock than people expect; a slow one with big swings needs more.

The sample is one page: weekly sales, how much they swing, what is on the shelf and what same-day shipping would take, plus the spare parts customers ask for most. It needs order lines only, no customer names.

Sample stock plan table for same-day shipping Open the sample ↗