Page 135 - Red Book Rev 7.2_Neat

Sales Individual End of Day Checklist Date: …………………..

Description Comments Check Initials
I have checked all customers have received an email
with the acknowledgement & invoice
I have printed all of my purchase orders for the day

I have confirmed direct deliveries on my orders

I have sent all of my purchase orders to the suppliers

I have checked all orders are fully invoiced where
possible
Orders which cannot be invoiced. Please work
through your end of day filter on Sage. Investigate
each order individually and invoice where possible.
Once completed please export all of your orders
which cannot be invoiced in to Excel - stating
individual reasons why and then print and attach to
your EOD checklist.

I have checked Sage payments have been taken for all
orders
I have security checked all of my orders that are over
£300
I have cross checked the in cost of all my orders /
purchase orders to ensure my orders have the correct
amount of profit
I have contacted any customer who's email has
bounced back and updated the account on Sage

I have chased all of my quotes from the previous day.

I have updated the lead status of my quotes on the
lead sheet for automated chases.

I have updated my tab on the enquiry avenue
spreadsheet.
I have checked all customers in my diary have been
contacted
I have added all data from my diary to Sage
I have filled out all memos on sage / click
I have responded to all emails
I have shredded all customers card details
I have checked / processed all of my BACS emails
from accounts - if not please state why.

I have ensured all voicemails are listened to, dealt
with & then deleted from 3CX phone
I have requested a void for all of my 1P transactions
taken today. (Security check)
My total delivery charges for the day are:
*Don't forget to email these* £……………….
I can confirm that all the above end of day checks have been fully completed
Received by …………………………...………

Signed ……………………..………………
Print……………………………...……

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Red Book Revision 7 12 November 2019
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