TCSAcctCallSalesWSheet
Customer Call Worksheet
ACME TRUCK SERVICING LTD
Postal Address:
Location Address:
Credit Limit: 15,000.00 Days: 30
Call Due: 26 Aug 2009
11480 - Highways Freight Services Ltd
Date: ___/___/___ Time: ______
Client Manager:
Call Category:
Garry Smith
Manawatu/Wanganui
Fax Number:
(06) 358-1009
(06) 358-1001
Phone Number:
Work Day
Price Code
FX
Price Value
From Date
To Date
Start and End Time
Status
WeekDay
12:00AM
07:00AM
Open
JD
55.00
01 Apr 2009
31 Mar 2010
Sunday
Open
JD
60.00
01 Apr 2009
31 Mar 2010
WeekDay
07:00AM
05:00PM
Modified
JO
45.00
01 Apr 2009
31 Mar 2010
WeekDay
05:00PM
12:00AM
Open
JT
50.00
01 Apr 2009
31 Mar 2010
Saturday
Open
JT
55.00
01 Apr 2009
31 Mar 2010
1.25
Purchases On-Cost Multiplier:
5.00%
Consumables Charge Percentage:
By: Garry Smith
Contact: Gerald Jones
Date: 25 Feb 2009
Call Topics:
CALLS - Call Areas/Call Frequencies
| Introductory call to advise we now hope to visit out out of town customers on a regular basis, probably 2 or 3 |
| monthly. Gerald welcomed the opportunity to discuss out product offerings, but would like to see service department |
| personnel visit as well. |
Phone and ascertain call preference, ie. 2 or 3 monthly.
03 Mar 2009
Action:
By: Garry Smith
Contact: Gerald Jones
Date: 27 May 2009
Call Topics:
PRICES - Product Pricing/Discounting
TRAILER - Trailer Parts/Components
| Discussed the availability of better discounts for bulk purchases of parts and components. Gerald has a particular |
| interest in trailer spares. |
Confirm discount arrangements in writing.
10 Jun 2009
Action:
Reason for Visit:
________________________________
By:
________________________________
Contact:
Date: ___/___/___
__________________________________________________________________________________
Matter Discussed:
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
Call Topic Codes:
___________
___________
___________
___________
___________
___________
Action Required
Action Date
Action By
_________________________________________________________________
___/___/___
_______________
Page 1 of 2
Printed on 24 Aug 2009 at 12:17 PM
TCSAcctCallSalesWSheet
Customer Call Worksheet
ACME TRUCK SERVICING LTD
Postal Address:
Location Address:
Credit Limit: 15,000.00 Days: 30
Call Due: 25 Sep 2007
11480 - Highways Freight Services Ltd
Date: ___/___/___ Time: ______
Client Manager:
Call Category:
Garry Smith
Manawatu/Wanganui
Fax Number:
(06) 358-1009
(06) 358-1001
Phone Number:
_________________________________________________________________
___/___/___
_______________
_________________________________________________________________
___/___/___
_______________
Page 2 of 2
Printed on 24 Aug 2009 at 12:17 PM