A sales note acts as a reminder of the terms and conditions of a sale done by a company. It also serves as a proof given to the buyer/seller that they have bought/sold any goods from a company. There are many sample note templates available to draft a perfect sales note.
Create a Sales Note in 5 Easy Steps
If you want to make a perfect sales note for your company, then here are a few steps you can follow to make one effortlessly:
Step 1: Simplify the Note
Add simple and understandable details in the note. The more you complicate it, the tougher it gets for the client to understand the note. Not everyone knows what a sales note might contain, so keep it short and simple, but detailed too. As notes can also be similar to an invoice, make sure you add all the necessary details, so the client can understand how much he/she has paid for the goods.
Step 2: Arrangement and Organization
Make sure that you arrange everything in proper order, from the name of the products to their price and the taxes levied for each product clearly. This way, the client will also understand better as to what were the taxes s/he had to pay for a product and what is the price of each product as well. Carefully examine each of the product carefully, because you wouldn’t want them to be sent back to you due to any damage. That takes a lot of effort from the client’s side.
Step 3: Short and Simple
Keep the note short and simple. Lengthy and detailed descriptions can be boring and a pain to read. So, if your final sales note is short, it is easier for your client to have a look at the note, without much effort. It should contain all the major sales information on the products you have sold/bought. Follow the rules for each note and make them how they are supposed to be made in terms of your company’s policies.
Step 4: Calculations
All the calculations you make should be accurate and see that you haven’t left even the tiniest detail out. Since you should be good at accounting, calculations, and finance to make a perfect sales note, make sure that if you are not, get it written by someone who is, so that you don’t make mistakes in the final copy of the note. This would have an adverse effect on the reputation of your company otherwise.
Step 5: Pricing
Give a proper total of all products bought. Insert all the details like the name of the client/company, the items sold, their price, date of payment, date of shipment of the products with its cost+shipment costs, the payment method(cash, credit/debit card, cheque, etc) used to pay the company for the products bought, etc. Also, mention that shipment damages are not your fault and you won’t accept the products if they were damaged during it.
4+ Sales Note Templates
1. Free Sales Delivery Note
Make a sales note using the free sales delivery note template above. In this delivery note, there are certain details given like- the recipient’s name, his/her delivery address, the project office/company the goods came from, the contents(name of goods) sold, etc. This has to be approved by the mediator and has to be signed by the seller, mediator and the buyer to be termed “official”.
2. Sample Sales Note Example
The above template is an example of an electronic sales note system of a fish sale that is being sold/marketed for the first time. It mentions that buyers and sellers are supposed to fill a form with details like their company’s name, their registration numbers, their address, their contact details, etc.
3. Sales Application Note Template
Irrigation plays a major role in making our planet a better place to live in as it provides water to crops for their growth on times where there is an absence of rainfall. The above template is an example of an application sales note, where a company wants to show the equipment it uses for irrigation purposes and also mentions that these equipment are available for sale. Application notes are a great way to sell your products.
4. Sales Promotion Note Sample
Sales promotion notes are notes that a company uses to increase the purchase of its products and services by publicizing them in different ways. Such notes show why a particular product needs to be bought by the client and how does it help the client in any way possible. A sales promotion note has all the possible facts and points as to why the product is important. This way, the company selling them increases its sales.
5. Sales Note Example
A share sales note, like the one above, shows a particular individual/company’s shares he/she holds in the market and wants to sell them for profits. This can also act as a credit note as there are credits that come into the bank account of the person selling the shares. The seller has to provide details like his/her name, bank details, what was the initial price of the share when bought, what is he/she selling it for, contact details, etc. This note has to be dated and signed to be treated as valid.