Order Preparation
Prepare an order record that makes product, assortment and delivery requirements clear.
Keep the relevant records together and mark information that still needs confirmation. The following guides explain different parts of this stage, with examples and worksheets you can use for an individual purchase.
- Writing a Purchase Brief
A purchase brief brings the main requirements into one document so the inquiry does not depend on details scattered across messages.
- Recording Variants and Colors
Each size, color or design that must be supplied in a particular quantity should have its own entry in the order record.
- Giving Clear Substitution Instructions
A substitution can change dimensions, packaging, materials or the retail assortment even when the replacement seems broadly similar.
- Preparing Delivery Address Details
A delivery record should identify the actual receiving location and any arrangements the parties have agreed for the shipment.
- Reviewing an Order Confirmation
An order confirmation should be compared with the accepted quotation and any later agreed changes before the buyer relies on it.
- Keeping an Order Change Log
An order change log records what changed, when it changed and who confirmed it.