Worksheet

Opening data checklist

A five-part checklist covering the item master, rate contracts, lot-wise stock, consignment at each hospital and open bills. Each part names the owner and the date it must be ready. Tick a part only when its figures have been checked by a second person.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “Checklist Before a Surgical Supplies Distributor Moves Off Paper and Excel”, www.gullysystem.com/blog/surgical-supplies-distributor-checklist-before-moving-off-paper