Order forms - Sales Management

It is normal practice for companies to have standard order forms, either with products pre-printed, or with blank spaces left for salespersons to enter products, prices and quantities. The style and format will vary with the nature of the products, size of product range and pack variations, and company and customer needs for information.

Essentially order forms should detail:

  • customer’s name and full delivery address
  • invoicing address
  • customer reference (order) number
  • company reference (order) number
  • salesperson’s name and territory reference
  • special delivery instructions
  • list of goods being ordered (varieties,pack sizes, quantities)
  • prices of goods being ordered
  • total order quantities and values
  • terms and conditions of sale (these may be standard, or may be subject to individual negotiation with each customer).

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Sales Management Topics