Worksheet

Buyer route worksheet

Each institutional buyer gets a line on this single page, filled across seven columns: buyer, procurement system, route requested, documents needed, catalogue fields missing, test order date and owner. A short block underneath lists the three questions to ask a new buyer and leaves space to record who pays for the connection.

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 “Punchout, EDI or a customer portal: how institutions order from you”, www.gullysystem.com/blog/punchout-edi-or-a-customer-portal-how-institutions-order-from-you