Worksheet

Multi-site standing order template

A one-page template in four blocks. Block one is the account header, holding contract dates, payment terms, the purchase order rule and the named approver for rate changes. Block two is a site table with address, receiving hours, delivery day, contact and cost centre for every delivery point under the contract. Block three is the contract rate list with item, pack, agreed rate and effective date on each line, so renewals change one place only. Block four is a repeat order grid with one column per site, unit conversion and approver initials beside every changed quantity on the printed sheet.

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 to set up standing orders for a customer with many sites”, www.gullysystem.com/blog/how-to-set-up-standing-orders-for-a-customer-with-many-sites