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Worksheet

Showroom order trail

A single-page trail for one custom order: quotation, fabric and finish, advance, workshop status, delivery and fitting, balance and any after-sales complaint. Walk one recent order through it, from the first quotation to the last payment, to find where your paperwork loses a fabric code or a payment.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “How to Automate a Furniture Showroom Business”, www.gullysystem.com/blog/how-to-automate-a-furniture-showroom