Sales Bulk Order Quote Checklist
This checklist provides a structured approach for managing bulk sales orders. It ensures all necessary steps are completed efficiently and effectively in the sales process.
MARK (✔) | DESCRIPTION |
| Collect customer name, contact details, and shipping address |
| Document the product names, quantities, and specifications |
| Calculate prices, apply discounts, and note the final total |
| Specify payment method, due date, and any terms/conditions |
| Discuss shipping methods, estimated delivery times, and fees |
NOTES
Customer Notes: Customer prefers delivery to their new drone delivery port, which is equipped with an automated cargo acceptance system. The customer has requested a customized holographic logo to be embedded on the product's surface. Ensure this is included in the quote. Production Notes: Due to advances in 3D printing technology, the production lead time has been reduced to only 48 hours for most items. |
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