How to create a parts needed template

[tcugrilla]

I call on accounts as a sales trainer and needed to keep point of purchase material up to date that are attached to the products my company sells. I want to create a form listing each product and the POP that goes with it to use as a checklist on each call. I would like to mark it one of three ways: 1. the POP is already attached 2. I attached it on the sales call or 3. I need to get it ordered and attach it on the next visit.

I would create the form with all the products and then list the POP that applies to each product. I would like to save the form along with the clients name at the end of the sales call so that I can have an exact record for my review.

Right now this is all done by looking at a printout of what POP goes with which product. Tons of handwritten notes are inefficient and lead to follow up calls that don't get it right.

OK that is a ton of information does anyone have any idea how I could do this?

Thanks!

TCUgrilla

[BlindAlley]

You could start by looking on line for a Free Excel Inventory Template, download a few. Once you have found one that you think might suit, enter your data in rows and plod along inputting the data into the columns. Delete the columns or change the headers that you don't need. Keep each item separate i.e. Dates, 1st name, last name, Street Address, City, stock # each POP. Later on you will be glad you did, it will help for sorting, inputting formulas, or extracting data.