Sales Bulk Order Quote Checklist

This checklist provides a structured approach for managing bulk sales orders. It ensures all necessary steps are completed efficiently and effectively in the sales process.

MARK (✔)	DESCRIPTION
Customer Information	Collect customer name, contact details, and shipping address
Order Details	Document the product names, quantities, and specifications
Pricing and Discounts	Calculate prices, apply discounts, and note the final total
Payment Terms	Specify payment method, due date, and any terms/conditions
Delivery Options	Discuss shipping methods, estimated delivery times, and fees

NOTES

Customer Notes:

Customer prefers delivery to their new drone delivery port, which is equipped with an automated cargo acceptance system. The customer has requested a customized holographic logo to be embedded on the product's surface. Ensure this is included in the quote.

Production Notes:

Due to advances in 3D printing technology, the production lead time has been reduced to only 48 hours for most items.

Prepared By: [Your Name]

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