Worksheet

Dealer account and claim sheet

A one page worksheet in two halves. The top half is the dealer account: code, territory, area manager, sales owner, security held, payment terms, credit limit and ship-to showrooms. The bottom half is a claim log with columns for claim number, machine serial, failed part, hours on the hour meter, engineer finding, approver, decision and credit note number.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Dealer order and claim tracking for farm machinery makers”, www.gullysystem.com/blog/dealer-order-and-claim-tracking-for-farm-machinery-makers