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Worksheet

Machine handover sheet

A one-page sheet that travels with each new order, from sales to service, stores and accounts. It lists the model, serial, site, contact, payment terms, warranty start and contract type. Each team signs its part before passing it on.

Name: ______________________   Business: ______________________   Date: ______________

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “Who Does What at a Medical Equipment Dealer: Sales, Service, Stores, Accounts”, www.gullysystem.com/blog/who-does-what-at-a-medical-equipment-dealer