Worksheet

Client file layout sheet

Put a header block at the top of one page holding client code, legal name, rate card date and credit terms. Four columns sit underneath, one each for booking and consignment, trip legs, stock movements and invoice lines, and every row carries a reference field pointing to the previous step. A tick box marks proof attached.

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 freight, transport and warehouse records fit into one client file”, www.gullysystem.com/blog/how-freight-transport-and-warehouse-records-fit-into-one-client-file