Page 44 - Red Book Rev 7.2_Neat

Mini 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 state
number and reason below:
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 ensured all voicemails are listened to,
dealt with & then deleted from 3CX phone

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……………………………...…… Print …………………………………...…

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Red Book Revision 7 12 November 2019
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