Product Shortlist Record

Compare a small number of candidate products while keeping the original listing information identifiable. Record observations separately from assumptions about future sales.

Complete your working record

Save the exact URL and date viewed.

Record size, color, material and pack option.

Describe the customer task or observed interest.

Copy the relevant dimensions and contents accurately.

Identify missing supplier details.

Record who will investigate and by when.

Using This Record

Revisit the saved listing details when a quotation arrives. Do not assume that a current listing contains the same options or information as the version first reviewed.

Include a date and product or order reference when saving the record. Keep any related quotation, specification and confirmation with it so another member of staff can follow the purchasing discussion.

Related Information

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