37 Free Purchase Order Templates In Word Excel Free Purchase Order Template 32
Make it easy to read and understand quickly. Let your prospect know in no uncertain terms the quick and easy way(s) to get exactly what she wants. 5. Include all significant elements. These include payment methods you accept major benefits bonus items guarantee your customer s contact information any shipping/handling charges and applicable taxes. Make the total amount payable obvious. 6. The entire order form should be easy to read and process in very little time. Any directions provided must be crystal clear to the prospect/customer. It should lead buyers through a simple process where all that s been promised awaits.
One thing that is so important when doing business with customers is to make sure and get a contract signed between both parties before doing a job. This is rule number one but the next most important part about completing a job and making sure the communication is there between you and your customer is the change order form. What exactly is a change order form? It s a very simple agreement form you have your workers keep with them at all times while on job sites in case the customer wants to add or change something to the contract you first agreed upon. It can be as simple as name date description of change reason of change extra materials to be ordered and the customer s signature. It may sound simple but this can save you so many headaches down the road.
Regardless of whether your order form is event specific or not it should always be a triplicate form. NCR type carbon forms where you have a white copy yellow copy and pink copy all together are best. That way you have a copy for the promoter a copy for the buyer and a copy you can take with you right from the event. This enables you to get any buyers taken care of more quickly and not have to rely upon the promoter to provide you that information after the event has ended. Should an order form be passed out to everyone in the room. Again from my experience you are better off not passing out order forms to everyone. It is a distraction to them when they should be concentrating on what you have to say.