Worksheet
Gap and fit worksheet
One page ruled into three columns. The first lists the jobs, from credit by site to brand claims, and the second records whether the billing package does each job fully, partly or not at all. The third column marks add, replace or leave, and beneath it sits the vendor’s written answer on export format, posting method and who repairs mismatches.
Name: ______________________ Business: ______________________ Date: ______________
Scroll the table sideways to see every column.
| Item | Who owns it | Where it is kept today | What is missing |
|---|---|---|---|
Cross out or rewrite any heading that does not fit your business. From the guide “Wholesale distribution software when billing is already in place”, www.gullysystem.com/blog/wholesale-distribution-software-when-billing-is-already-in-place