Trial Order Plan

Give a trial purchase a clear purpose, quantity and review date. The record is intended to preserve the assumptions behind the trial, not predict its result.

Complete your working record

Identify the exact proposed item.

For example, whether the stated size suits customer requests.

Record saleable units and the reasoning for the number.

Identify the space reserved for the goods.

Enter the beginning and end dates.

List customer questions and stock information to review.

Using This Record

At the review date, compare the observed result with the original question. Note changes in price, placement or availability before treating one trial as comparable with another.

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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