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Worksheet

Quotation and part delivery sheet

The sheet has two blocks. The top block is the quotation, with columns for line number, item code, unit, quantity, agreed rate, substitute and validity date. The bottom block tracks delivery against the purchase order number, with ordered, delivered and pending quantity and the reason for any shortfall on each line. Keep one sheet per order. Clip the signed delivery notes behind it.

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 take school and office supply orders from a quotation list”, www.gullysystem.com/blog/how-to-take-school-and-office-supply-orders-from-a-quotation-list