Worksheet
Dealer margin review sheet
A monthly review sheet in three blocks. Prices set each dealer tier rate against the rate billed, with overrides and approvers, while schemes show start and end dates, qualifying orders, benefit planned and benefit given. Returns list dealer, invoice, batch, reason, inspection result and credit note value, so every credit note links back to a goods receipt.
Name: ______________________ Business: ______________________ Date: ______________
Scroll the table sideways to see every column.
| Item | Who owns it | Where it is kept today | What is missing |
|---|---|---|---|
Cross out or rewrite any heading that does not fit your business. From the guide “Dealer pricing, schemes and returns for a consumer goods maker”, www.gullysystem.com/blog/dealer-pricing-schemes-and-returns-for-a-consumer-goods-maker