Placing an Order by Phone

3+
Elementary & Intermediate
📙 Teens & Adults

This lesson focuses on placing an order by phone, including introducing yourself, clearly stating what you want to order, and confirming the details of your purchase.

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Placing an Order by Phone

Part 1

Pre-Reading

A. 💡 Warm-Up Questions

Answer the questions

Q1

Have you ever placed an order by phone?
How was the experience?

Q2

What products or services do you order by phone?

Q3

Do you like talking on the phone? Why or why not?

Q4

Would you like a job taking orders on the phone?
Why or why not?

Q5

What are some other ways to place orders?

B. 💡 Vocabulary Preview

Match the words on the left with the correct meanings on the right.

1

grand total ___

a

a zip code, a series of numbers that represent part of an address

2

at this time ___

b

a department in the company that handles the invoices

3

dock ___

c

a person who takes and gives money

4

postal code ___

d

a document that shows the amount owing for a product or service

5

accounts payable ___

e

a place where products are loaded and unloaded

6

cashier ___

f

to submit, to give

7

bill ___

g

the final price with all costs included

8

weight ___

h

around, near

9

approximate ___

i

right now

10

place ___

j

how heavy something is

Part 2

Reading

💡 Directions

Practice reading the telephone conversation out loud with your teacher.
Underline any words or phrases you don’t understand.

Zoe is calling River Education Books.

River Education Books.
This is Lee. How can I help you?

nerd

Lee

business-woman (1)

Zoe

Yes. I’d like to place an order.
Do I need to call the toll-free number?

No, I’ll be happy to help you now.
What is your name, please?

nerd

Lee

business-woman (1)

Zoe

My name is Zoe Smith, and I’m
with Trentoy Community College.

What would you like to order?

nerd

Lee

business-woman (1)

Zoe

We need 100 copies of Learning English.

Do you need any ancillaries at this time?

nerd

Lee

business-woman (1)

Zoe

No, not at this time.

Where should we ship the books?

nerd

Lee

business-woman (1)

Zoe

Our dock address is 205 Panama Way.
That’s in Trentoy, California.

What is the postal code?

nerd

Lee

business-woman (1)

Zoe

59687-1432.

Got it. Who should be invoiced?

nerd

Lee

business-woman (1)

Zoe

Send the bill to our accounts payable
division. The cashier pays all of our bills.

Okay. Your total for the books is $1,500.
Your total for the shipping is $150.
The grand total is $1,650.

nerd

Lee

business-woman (1)

Zoe

How is the shipping figured?

It depends on the weight.

nerd

Lee

business-woman (1)

Zoe

Okay. So, when can we expect the books?

Approximate arrival date will be August 28.

nerd

Lee

business-woman (1)

Zoe

Great. Thank you.

Thank you, Ms. Smith.
It was a pleasure doing business with you.

nerd

Lee

Part 3

Comprehension

💡 Directions

Read the statements below. Answer the questions.

Q1

What type of company does Zoe Smith work for?

Q2

What state does Zoe work in?

Q3

Where should Lee send Zoe’s bill to?

Q4

What do the shipping charges depend on?

Part 4

Vocabulary Review

💡 Directions

Complete the sentences using vocabulary from Vocabulary Preview section.
You may need to change the word forms.

1

John really wanted a new television, so he ____________ an order via the company’s toll-free number.

2

I can’t afford to go out ____________ . I have to wait until next week when I get paid.

3

I worked as a ____________ at the local high school. I liked taking care of the school’s money.

4

After I ordered a book, the company sent me a ____________ for it.

5

The ____________ for my order was $28.00. It was $25.00 for the book and $3.00 for shipping.

6

The ____________ weight was three pounds. They couldn’t tell me the exact number!

7

I sent our invoice to the ____________ department at the university.

8

I never received my order because I forgot to include the ____________ in my address.

9

It was such a large order that the ____________ had to make extra room to unload everything.

10

What is the ____________ of this package? It seems so heavy!

Part 5

Speaking

💡 Directions

Write your own dialogue. Work with your teacher and write your own conversation using at least four words or phrases from today’s lesson. Choose an item and negotiate the price. Practice the dialogue, and then present it in front of the class.

Part 6

Writing

💡 Directions

Practice writing an order for a product. Work with a partner. Ask your partner questions so you can complete the order form. Then switch roles. You can choose any kind of products, prices, and details! Below is a blank order form. Fill in the required fields.

Part 7

Listening

💡 Directions

Fill in the blanks as you listen to the recordings.

Zoe is calling River Education Books.

River Education Books.
This is Lee. How can I help you?

nerd

Lee

business-woman (1)

Zoe

Yes. I’d like to _______ an order.
Do I need to call the toll-free number?

No, I’ll be happy to help you now.
What is your name, please?

nerd

Lee

business-woman (1)

Zoe

My name is Zoe Smith, and I’m
with Trentoy Community College.

What would you like to order?

nerd

Lee

business-woman (1)

Zoe

We need 100 copies of Learning English.

Do you need any ancillaries _______?

nerd

Lee

business-woman (1)

Zoe

No, not at this time.

Where should we ship the books?

nerd

Lee

business-woman (1)

Zoe

Our _______ address is 205 Panama Way.
That’s in Trentoy, California.

What is the _______?

nerd

Lee

business-woman (1)

Zoe

59687-1432.

Got it. Who should be invoiced?

nerd

Lee

business-woman (1)

Zoe

Send the _______ to our _______ payable
division. The _______ pays all of our bills.

Okay. Your total for the books is $1,500.
Your total for the shipping is $150.
The _______ total is $1,650.

nerd

Lee

business-woman (1)

Zoe

How is the shipping figured?

It depends on the _______.

nerd

Lee

business-woman (1)

Zoe

Okay. So, when can we expect the books?

_______ arrival date will be August 28.

nerd

Lee

business-woman (1)

Zoe

Great. Thank you.

Thank you, Ms. Smith.
It was a pleasure doing business with you.

nerd

Lee

Part 8

Correspondence Building

💡 Directions

The correspondence below is not in the right order. Cut up the strips, and then work alone or with your teacher to rearrange them into the correct order. Then read the correspondence out loud.

a) Lee: No, I’ll be happy to help you now. What is your name, please?
b) Mandy: It depends on the weight.
c) Lee: River Education Books. This is Lee. How can I help you?
d) Mandy: Okay. So, when can we expect the books?
e) Lee: What would you like to order?
f) Lee: 59687-1432.
g) Mandy: We need 100 copies of Learning English.
h) Lee: Approximate arrival date will be August 28.
i) Lee: Do you need any ancillaries at this time?
j) Lee: Where should we ship the books?
k) Mandy: Send the bill to our accounts payable division. The cashier pays all of our bills.
l) Mandy: Our dock address is 205 Panama Way. That’s in Trentoy, California.
m) Mandy: My name is Zoe Smith, and I’m with Trentoy Community College.
n) Mandy: Great. Thank you.
o) Mandy: How is the shipping figured?
p) Lee: What is the postal code?
q) Mandy: No, not at this time.
r) Lee: Got it. Who should be invoiced?
s) Mandy: Yes. I’d like to place an order. Do I need to call the toll-free number?
t) Lee: Thank you, Ms. Smith. It was a pleasure doing business with you.
u) Lee: Okay. Your total for the books is $1,500. Your total for the shipping is $150. The grand total is $1,650.