Custom Flower Order Intake

Turns messy notes from a call, text, or visit into one clean order sheet your team can design, price, and deliver from.

FloristRetail✓ Checkedv1.0

Before and after

BEFORE · what the owner typed

Took this call at the shop Tuesday, I'm Delia Abbott. Caller is Dorian Bowen, cell 216-555-0142. Wants flowers for his mom's 70th birthday party Saturday the 14th, at the Aldercroft Garden Hall, 2000 Valecrest Ave, Winterbrook. Deliver by 11 am, ask for Dominga Beasley, she's the party host. He wants 1 big centerpiece for the gift table, peach and cream, roses and ranunculus, no lilies, mom hates the smell. Plus 6 small table arrangements same colors in little white pitchers, we have the pitchers. Total budget 480. He said centerpiece around 120 and the small ones 60 each. Card on the centerpiece: 'Happy 70th Mom, love Dorian'. Also he mentioned his sister Dorothy Cisneros is allergic to something but he doesn't know what. Wants to pay the deposit over the phone, I said I'd call him back with the amount.

AFTER · what the skill produced

CUSTOM ORDER SHEET

Customer

Name: Dorian Bowen
Phone: 216-555-0142
Order taken by: Delia Abbott, by phone, Tuesday

Event and delivery

Occasion: Mother's 70th birthday party
Date: Saturday the 14th
Delivery by: 11 am
Location: Aldercroft Garden Hall, 2000 Valecrest Ave, Winterbrook
Ask for: Dominga Beasley, party host

Pieces ordered

Centerpiece for gift table, quantity 1: peach and cream, roses and ranunculus. No lilies, the customer said his mom hates the smell. Requested, availability to be confirmed by the shop.
Small table arrangements, quantity 6: same peach and cream colors, in small white pitchers supplied by the shop.

Budget and pricing

Total budget given: 480
Customer's per-piece figures: centerpiece about 120, small arrangements 60 each
Check: 120 + (6 x 60) = 120 + 360 = 480, which matches the total budget
Deposit: to be paid by phone, amount to be given by Delia on callback

Card messages

Centerpiece card: "Happy 70th Mom, love Dorian"

Customer mentioned

Dorian said his sister Dorothy Cisneros is allergic to something, but he does not know what. Shop to confirm with the customer before choosing flowers. We are not giving health advice.

Still needed

Deposit amount and callback to Dorian
Allergy details, if the customer can find out
Confirmation of flower availability for the Saturday date

Questions for the owner

What deposit amount should Delia quote to Dorian?
Is delivery free, or is there a delivery fee to add to the 480 budget?
Should the six small arrangements also get cards, or only the centerpiece?
What time can the Garden Hall be accessed for setup before 11 am?

What it does

Turns messy notes from a call, text, or visit into one clean order sheet your team can design, price, and deliver from. It shows what the customer asked for, what is still missing, and what needs a decision before the order is confirmed.

Use it when: Use when a florist needs to turn a phone call, text, email, or walk-in conversation about a custom flower order into a complete order sheet, such as "write up this order," "take down this wedding order," "intake for a custom arrangement," or "organize these notes from the customer."