Customer Visit Report

Log a sales representative's observations during a customer visit, from product quality to delivery timeliness.

Use this template

Location Name

COD/CHG?

Person/Email address for AP

Over CHG limit?

Yes No

Sales Rep

Location #

Contact person

Contact Name

Nombre

Apellido

Quality of Products

Excellent Good Fair Poor

Quality notes for production to see

Route Rep

Excellent Good Fair Poor

Notes about rep

Timliness of Delivery

Excellent Good Fair Poor

Notes about Delivery

Invoicing & Billing

Excellent Good Fair Poor

Notes about Billing

Order Accuracy

Excellent Good Fair Poor

Notes about Orders

Value

Excellent Good Fair Poor

Overall Experience

Excellent Good Fair Poor

How often do you wish to be visited?

Weekly Biweekly Monthly Quarterly

Signature

Sign here

Any comments, questions or suggestions?

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