Worksheet

Phone order audit sheet

A one-page log for a week of phone orders. Its columns are date, caller, plant, number quoted, item found, time taken and a column marked would the site have found it. A second block lists each failure with a fix type: cross reference, filter, price visibility or missing product. A third block tracks the fixes made and the number of phone orders in the following week.

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 “Why buyers phone in orders instead of using your parts catalogue”, www.gullysystem.com/blog/why-buyers-phone-in-orders-instead-of-using-your-parts-catalogue