Sales

Goal

Order Forms

Distribute and collect order forms from employees.

Purchases Sheet

Submit one Google sheet to the CEO with all purchase requests on it.

Steps

Order Forms

  1. Distribute order forms.
  2. Be a good sales rep and help people decide what purchases are best for them.
  3. Collect order forms.

Purchases Sheet

  1. Create a copy of the Purchases Sheet Template with each employee's name, how much they spent, and what products need to be delivered.
  2. Share it with the CEO.

Resources

Order Forms

  • Blank order forms

Purchases Sheet