Worksheet

Retailer ordering pilot tracker

One row per retailer. Columns hold rep, start date, sign-in count, orders sent, orders confirmed, unaided reorder and the reason for any return to the phone. A second block logs manual fixes. Each carries a date, order number and cause.

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 “How a distributor can test retailer self ordering before a portal”, www.gullysystem.com/blog/how-a-distributor-can-test-retailer-self-ordering-before-a-portal