Delivery Booking In Sheet
Have a carton count in your own hand next to every signature, so a short delivery is a claim and not an argument.
RS-06 1 page
Retail shop floor · RS-02
Concession and Supplier Visit Log
Supplier visit sheet for retail — reps, merchandisers, concession staff and engineers logged with their purpose, area and who saw them out.
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One page. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.
Print it and write on it
Fill it in type and save
The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.
What this sheet is for
Trace a fixture change, a stock movement or a missing line back to the trade visit that caused it, instead of finding it at stocktake with no explanation.
Who it is for
Shop managers and duty managers in independent shops, branches and stores with concessions or regular supplier visits.
How to use it
- Log each trade visitor on arrival with their company and what they came to do.
- Write the area of the shop they worked in and tick whether stock was moved.
- Have a member of staff initial the line when the visitor leaves.
- Keep the sheet with the month's delivery and returns records.
What is on the sheet
One page, top to bottom:
Printed under the title: Trade visitors on the shop floor — reps, merchandisers, concession staff, auditors and engineers — who they were, what they came to do, which area they worked in and who saw them out.
What they did, not just that they came. This is the trade record, not the fire register. If your building keeps a visitor sign-in book for evacuation, visitors still sign that; this sheet is for what a supplier or concession actually did while they were here, so a stock change or a fixture move can be traced back to a visit.
Write-on lines: Store / branch · Month · Duty manager
Visits — one line per visit
Table, 12 rows: Date · In · Company / brand · Visitor name · Purpose · Area worked · Moved? · Seen by · Out
Questions
Is this the same as the visitor sign-in book?
No. A sign-in book exists so you know who is in the building; this sheet exists so you know what a supplier or concession did on the floor. Keep both if your building has a sign-in book — this one is the trade record.
Why record whether stock moved?
Because a merchandiser moving lines between fixtures or taking returns away is the commonest reason a count is out later. One tick now saves an hour of wondering at stocktake.
Related sheets
Damaged and Returns to Supplier Log
Close the loop on every return so a credit note that never arrives is noticed, and the stock you wrote off is the stock you were actually credited for.
RS-05 1 page
Visitor Sign In Sheet
Know who is in the building on an ordinary day, and be able to say so on a bad one.
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Supplier and Vendor Record
Keep the ordering knowledge out of one person's head and on a page anybody could pick up.
IM-19 1 page
