Sales & Operations BizForms and Forms for Recruitment, Training, and other Functions

Download BizForms for Sales & Operations Activity, Receivables Handling, Recruitment Specs & Training, and for other Department Functions and overal Business Development and Productivity Enhancement pursuits! - Items #7-91 thru #7-100
Continuing here with our 10th of 12 BizForm "Download" section-pages of a variety of Business Forms, and Functional Activity Frameworks, ProceduralWorksheets, Monitoring Forms & Tracking Logs for all aspects of Operations, Sales, Recruitment & Training, and Administrative & Management Functions, plus progressive Productivity Enhancements in all Departments, including the following BizForms, titled as follows: RECEIVABLE POSTING & TRACKING FORM regarding merhcandise shipped & billed;.. RECEIVABLE COLLECTION PROCESS worksheet and communication data and collection record form;.. RECEPTION-APPOINTMENT MEETING LOG to keep track of all meetings at office:.. RECRUITMENT GUIDELINES & CHECK LIST for recruitment process related data form;.. RECRUITMENT SPECS-WORKSHEET for recruitment program key area specifications;.. RELEVANCE OF FORM-WORKSHEET SUPPLIED for employee training and definition of key area use & application purposes;.. REQUISITION-PURCHASE ORDER FORM for use when ordering supplies & merchandise;.. REVOLVING OBJECTIVE SYNDROME CORRECTION WORKSHEET for intertwining growth cycle conflict reference points and revolving syndrome correction;.. SALES-DEALS IN WORKS assessment worksheet of sales in progress ramifications:.. SALES-ORDER FORM to write up orders when placed by customers, plus CREDIT APPLICATION as supplement to sales order processsing, etc. All of which are made available & distributed by DPU and have been formulated & created by the renowned business architect & development specialist Mr. Lance G. Petri, and published by SIR’L Enterprise!.. Please refer to "Next" or "Back" image/icons for additional "Download" section-pages to over 150 more Downloadable BizForms!

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BizForm Download Files Section - Items #7-1 thru #7-117
SYSTEMATICALLY FORMULARIZED
AND READY MADE "BIZFORMS"
WITH THREE DIMENSIONAL
FRAMEWORK LOGIC GUIDELINES ATTACHED

CONTINUED IN THIS "DOWNLOAD" SECTION
with BizForm items #7-91 thru 7-100 presented on this section-page
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"TOOLS & MATERIALS"
BIZFORMS DOWNLOAD FILES SECTION

- 10th-page of download section/category -




It is definitely important to know and to be aware of the fact that the "BIZ-FORMS" ARE NOT JUST "FORMS", but rather intricately formulated and systematically created functional, procedural, and specific activity "FRAMEWORKS" relative to the BizForm item title and subject matter... ALL "BizForms" & Framework file item numbers come with progressive step-by-step THREE DIMENSIONAL "FRAMEWORK LOGIC ANALYSIS & DIRECTIONAL GUIDELINES" included on a separate page in the file from the actual BizForm, reflecting "KEY SONSULTING FACTORS AND REFERENCE POINTTS in connection with functional requirements relative to BizForm framework subject and related activity, plus including simplified and directo to the point instructions for circumstantial alignment specs by user... Each uniquely formulated and progressively algined BizForm is self contained and ready made for easy insertion into daily operations of any business for productivity enhancements and more efficient handling of subject activity involved... The purpose of the Framework Logic Analysis & Directional Guidelines is not only broaden perspectives of the BizForm user, but also enable more comprehensibve training of any staff member the BizForm related function is assigned to... Conequently, the Framework Logic Analysis & Directional Guidelines are designed to CONVEY FORMULIZATION ASPECTS and KEY FACTOR DIRECTIONAL INPUTS relative to the BizForm framework and subject matter, with reference points from "THREE DIMENSIONAL ANALYSIS LEVELS" encompassing "THREE DIFFERENT KEY PERSPECTIVE & FEASIBILITY REALMS" AT EACH DIMENSIONAL LEVEL in short & concise phrasing conveying only the IMPORTANT POINTS, instead of long & unnecessary dribble, TO ENABLE THE FLOW OF MORE DEPTH OF THOUGHT & CONSIDERATION and also WIDEN THE SCOPE OF PERSPECTIVES OF BOTH THE TRAINER & USER, which in actuality is WHAT MAKES EACH "BIZFORM" and the entire "BizForm Econo-Pack Line" of business activity frameworks SO UNIQUE AND SO USEFUL not only to Business Owner-Operators & Managers and their end-user Staff & Sales Reps, but also to Teachers, Trainers, and to professional Business & Management Consultants... The realistic, honest, and simple yet amazingly insightful "Framework Logic Guidelines" included with each BizForm are designed for better understanding of formulization aspects of the particular BizForm framework and are intended to widen the scope of functional & procedural requirement perspectives regarding the BizForm subject activity... At the first dimensional analysis level, the Framework Logic Guidelines are focused on REFERENCE POINTS & DIRECTIONAL GUIDELINES and instructions relative to the "CONCEPTUAL" and "THEORETICAL" and "OPERATIONAL" ELEMENTS and GOVERNING FACTORS connected with the subject functional & activity requirements... At the second dimensional analysis level, which is an entirely different dimensional point of reference, the framework logic input is focused on the "CATEGORICAL" and "SYSTEMATICAL" and "DEPARTMENTAL" SUITABILITY POINTS OF REFERENCE and suggestive input & instructions relative to the BizForm Framework... At the third dimensional analysis level, it focuses on the KEY FACTORS involving the "PSYCHOLOGICAL" and "FUNCTIONAL" ASPECTS relative to the subject function & activity and DIRECTIONAL INPUT as to the "IN PRACTICE" use of the BizForm Framework!..

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For further descriptive information or for order processing time frames and other details, please see more in-depth synoptic outlines on our 1st BizForms Download Section-Page and the beginning of our Alphabetical List of our BizForm item numbers & Subject/Titles... Order Directly Online from our Alphabetical BizForm List on 12 consecutive BizForm "Download" section-pages - For inquiries or Customer Service please call: 310-720-1426 or toll free 800-200-7475 - fax: 213-383-0354 - Customer Service Email address--> dpuigp@earthlink.net<--



Our "Alphabetical List of BizForms" contain a total of 117 primary BizForms
plus 50 secondary BizForms included under certain primary BizForm items
presented on 12 progressive "Download Section-pages"...
Please use "Next" or "Back" icon/image button after BizForm items below
or at bottom of this section-page for more BizForms:





item # 7-91
"RECEIVABLE POSTING & TRACKING FORM"
(regarding merhcandise shipped & billed)
This Bizform is is specifically designed for easy posting & tracking of receivables,
beginning with receivable description and related data in respective columns
and spacing for notations of any payments and amounts outstanding!
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PRICE: $6.95 via Email or $4.95 via Fax - - (plus tax if applicable)

Immediately after an order is shipped and invoiced it becomes a receivable as would anty service after billing company. The posting of receivables after billing should help in being able to maintain an updated financial picture concerning the business and in tracking of payments received in connection with such receivables. (1 form/framework page plus framework logic page).

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and then simply follow payment instructions or choose another item and add to Shopping Cart.

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Fax number you want File sent to:

It is advisable to also look for BizForm
item #7-71
for Payables List & Tracking Form".

It is also advisable to look for BizForm item #7-82 for
"Receivable Collection Process" data recording
and worksheet for application of the process!








item # 7-92
"RECEIVABLE COLLECTION PROCESS"
(communication data and collection record form)
The receivable collection process involves past due accounts and invoices overdue...
This uniquely formularized and sustematically organized BizForm enables staff
to record everything that transpires and be able to refer to necessary data
and track progress throughout the collection process until paid in full!
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PRICE: $9.95 via Email or $7.95 via Fax - - (plus tax if applicable)

The receivable collection is only necessary in connection with past due accounts and invoices overdue. Billing statements may suffice to bring accounts that are in arrears to current standing, but some form of receivable collection process should be initiated when accounts are more than 60 or 90 days overdue. This formularized form/framework will serve as an all purpose record & notation file in connection with receivable collection process initiated and conducted in order to negotiate payment arrangements and supervise collection of sums outstanding. (1 form/framework page plus framework logic page).

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It is also advisable to look for BizForm
item #7-91 for
"Receivable Posting & Tracking" sheet, especially since ant
overdue items will come under the heading for which the
primary BizForm described above will be of particular use as well!








item # 7-93
"RECEPTION/APPOINTMENT MEETING LOG"
(all purpose - front desk/office priority records)
This BizForm log sheet is a great tool at front reception desk to keep track of all meetings at office
or and be able to check up on scheduling & other data regarding meetings, particularly specifc types of meetings
like sales or recruiting or key department related meetings, enabling key execs to take quick look at what,
when, and with whom, like meeting confiremed or not, cancelled or rescheduled, conducted, how long, etc.
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PRICE: $6.95 via Email or $4.95 via Fax - - (plus tax if applicable)

This form/framework is designed to help organize front reception in connection with meetings scheduled for the day. A set of this form/framework can be placed on clipboard or 3 ring binder in front reception area for easy reference as to entries made and status of meetings conducted. (1 form/framework page plus framework logic page).

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It is also advisable to look for BizForm
item #7-10 for
"Appointment Log" which is an all purpose form usable by all execs & staff
for daily appointment scheduling and is reusable each month and each year!








item # 7-94
"RECRUITMENT GUIDELINES & CHECK LIST"
(recruitment process related requirement data form & check list)
This systematically formularized BizForm is highly useful for
focusing on the progressive key areas and the
various tools and specification requirements regarding
the entire Recruitment process, for optimum results,
whether the pursuit of a single recruit, or a team, or the staffing
of an entire department has been decided upon!
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PRICE: $9.95 via Email or $7.95 via Fax - - (plus tax if applicable)

Recruitment is like an art form that needs preparation & formulization to be implemented successfully. This formularized framework covers the pre-recruitment, the actual recruitment, and the post recruitment requirements and systematically leads the recruiter from one key area to the next. (1 form/framework page plus framework logic page).

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Decide on delivery method preferred and fill in blank below,
then click on Download-File via Email or Fax Delivery image/button for Shopping Cart
and then simply follow payment instructions or choose another item and add to Shopping Cart.

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It is also advisable to look for BizForm
item #7-95
for "Recruitment Specs/Worksheet" which deals with the
key factor considerations and specification requirements
connected with any recruitment program related to the pursuit of
multiple recruits for any department, particularly when recruiting for
the sales department or a more elaborate sales force build up is anticipated!

It is further advisable to look for BizForm items #7-44, item #7-09, and item #7-04 thru #7-07,
which are primary recruitment systematization and cost saving tools,
plus variety of other BizForms
depending on which department the recruitment is being focused upon,
all of which applicable combined will result in the creation of an
effective recruitment system, encompassing the necessary tools and materials
for a productive step by step recruitment process!








item # 7-95
"RECRUITMENT SPECS/WORKSHEET"
(recruitment program - key area specifications worksheet)
This uniquely formularized and systematically organized BizForm spec/worksheet covers the
primary areas of consideration for the planning and for establishing specification requirements
connected with the development of a successful recruitment program,
especially when multiple recruits for the sales or any department,
or an elaborate sales force build up is anticipated!
and will be enable constructive specifications to be made in connection with
each of the key elements involving the basic recruitment objectives
and the key points and budgeting estimates in relations to recruitment pursuits!
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PRICE: $9.95 via Email or $7.95 via Fax - - (plus tax if applicable)

There are definite decisions that have to be made before any recruitment process can be put into effect productively, but unfortunately, such decisions are too often delayed, particularly when executives jump the gun and just start placing ads for sales or other personnel. Certain aspects of recruitment must be pre-established whether one particular position needs to be filled or a regular recruitment program is involved, as is often the case with sales or telemarketing staff. This formularized worksheet will first help to focus on establishing basic recruitment objectives and then helps to shift concentration to the primary points of interest for most recruits in the recruitment meetings, and finally to the recruitment budgeting requirements and miscellaneous reference points. (1 form/framework page plus framework logic page).

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Decide on delivery method preferred and fill in blank below,
then click on Download-File via Email or Fax Delivery image/button for Shopping Cart
and then simply follow payment instructions or choose another item and add to Shopping Cart.

Email address you want File sent to:
Fax number you want File sent to:

It is also advisable to look for BizForm
item #7-94
for the "Recruitment Guidelines & Check List" which will be highly useful
for focusing on the progressive key areas and the
various tools and specification requirements regarding
the entire Recruitment process, for optimum results,
whether the pursuit of a single recruit, or a team, or the staffing
of an entire department has been decided upon!

It is further advisable to look for BizForm items #7-44, #7-09, and #7-04 thru #7-07,
which are primary recruitment systematization and cost saving tools,
plus variety of other BizForms
depending on which department the recruitment is being focused upon,
all of which applicable combined will result in the creation of an
effective recruitment system, encompassing the necessary tools and materials
for a productive step by step recruitment process!








item # 7-96
"RELEVANCE OF FORM/WORKSHEET SUPPLIED"
(review form for definition of key area use & application purposes
pertaining to forms/worksheets received or assigned)
This BizForm framework will be helpful in connection with prioritizing and conveying
critical directional guidelines concerning the relevance of forms/frameworks in general
and of specific forms/frameworks received or assigned...
whether the point of reference relates to any one specific function or activity BizForm,
or to an entire "system" or "step-by-step process" that has been created
by combining multiple forms/frameworks into a "set of materials"
relative to any department, program or project,
or to the overall operations of the business!

The one receiving form/framework can use it to clarify perspectives
and the one assigning form/framework
can use it to emphasize it's functional use and structural format,
covering 5 different critical aspects of concern
which have inherently been taken into consideration by the
creator of all form/frameworks contained in the BizForm Econo-Pack Line,
but also need to be circumstantially aligned and individualized by the user!
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PRICE: $6.95 via Email or $4.95 via Fax - - (plus tax if applicable)

The specifications regarding the relevance of any form/framework can be just as important as the specs on the actual form or worksheet involved, especially when dealing with narrow minded staff or if working with people who are particularly thrilled about efficiency requirements and do not relate to productivity enhancement or have difficulty accepting new ways of doing things. Most any form or worksheet supplied to staff will have a variety of functional, processing, administrative, and other areas of relevance that will probably be far beyond the perceptions of staff initially. Primary point will inherently be recognizable on such forms, but it's best to write up separate points of relevance as an introduction of how such forms are to be used and applied, which this framework is designed to help accomplish. (1 form/framework page plus framework logic page).

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It is also advisable to look for BizForm
item #7-67 for
"Organizing the Use & Practical Application of BizForms Furnished"
which will also be very helpful as an organizing worksheet
relative to form/materials received or assigned!

It is further advisable to look for BizForm item #7-48 for
"Introductory Highlights Pertaining to Materials Furnished"
will be help to specify and pass on key area directional guidelines
relative to any forms/worksheets, or brochure or packages packages,
or any reference materials furnished to any staff members
in order to asure that the person who is receiving same will
comprehend matters of perspective as intended!








item # 7-97
"REQUISITION/PURCHASE ORDER FORM"
(purchasing related form)
This BizForm follows standard requisition & purchase order formats
and should always be used by the purchasing agent or key executive
in the course of ordering supplies & merchandise,
particularly when a purchase order number is required by the supplier,
but more importantly to make sure that suppliers' invoice billings reflect
the price quotes that were given when order was placed!

It is also advisable to look for BizForm item #7-86 for
"Purchase Order List & Tracking Form" to help stay on top of
supplies & merchandise ordered and the related financial ramifications!
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PRICE: $6.95 via Email or $4.95 via Fax - - (plus tax if applicable)

Purchase Order and Requisition forms are an essential part of doing business and can serve as a protection against unwanted merchandise shipped by suppliers. Recquisition/Purchase Order Form should be used whenever any merchandise is purchased from suppliers and a P.O number should be assigned to each Requisition/Purchase-Order Form. (1 form/framework page plus framework logic page).

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then click on Download-File via Email or Fax Delivery image/button for Shopping Cart
and then simply follow payment instructions or choose another item and add to Shopping Cart.

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Fax number you want File sent to:

It is also advisable to look for BizForm
item #7-50 for
"Inventory Tracking Form" which will be very helpful to purchasing agent
or to key execs concerned with inventory purchasing ramifications or reorder status,
particularly when there's a large number of items in stock
that have to be connected to spefic orders & invoices!
It is further advisable to look for item #7-49 for
"Inventory Control" worksheets which will be very helpfull in the course of a variety of safeguards,
especially in the course of physical examination of stock & merchandise!








item # 7-98
"REVOLVING OBJECTIVE SYNDROME CORRECTION WORKSHEET"
(intertwining growth cycle conflict reference points and
revolving syndrome correction reminder/worksheet)
This is probably one of the 8 to 10 most crucial and useful
BizForm worksheets in the whole BizForm Econo-Pack Line and is intended for
helping any busines owner-operator or key exec to reach an all-inclusive growth mentality
and learn to deal with matters concurrently instead of constantly shifting focus
from one area of the business to another!

Whether or not they realize, all business owner-operators and key execs suffer from
the revolving objective syndrome in the initial stages of their business involvements
and the majority are never really able to get past
the different cycle conflicts inherent in any business,
which is the primary casuse in the shift in business objectives!
however, some definitely do rise to a higher level of functionability!

This uniquely formularized and systematically aligned BizForm worksheet
will help the user to focus on the key elements and governing factors connected with
eliminating or minimizing the intertwining growth cycle conflicts that result from
the constantly shifting or revolving financial, business, operations,
and organization related objectives resulting from the
circumstantial factors involved in the business
and will also be very helpful in expanding perspectives
to reach an all-inclusive growth mentality
which is required to correct the revolving syndrome
that limits possible improvements in areas other than
just the area that's being concentrated upon at the moment!

Just about every business owner-operator or key exec worth his salt
eventually has come to the conclusion that for any real improvements or
for growth to take place in connection with any area of concern,
they have to roll up their sleeves and concentrate on that area of concern directly
whether it has to do with financial, overall business, operational,
or general organizational matters...
However, any such business-owner or exec will also agree that
any success or accomplishments achieved
in the area of the business that needs to be focused upon,
also most often relates only to that area of the business
and has little or no effect in other areas, or in some cases
other areas in the meantime may even drop in productivity or effectiveness,
which then becomes the next area of concern...
In simple terms, they'll generally agree that
what they tend to concentrate on is what tends to work,
or in more simpler terms, since business has to do with dollars on cents,
where they tend focus is where they tend to make their money!

This, however, creates a bigger and bigger problem,
which is lesser and lesser recognized,
particularly since under the surface it usually looks like no problem exists,
but with more analysis and a deeper look, the problem begins to surface,
which in fact is that the circumstantial factors in a business create revolving cycles
and attention has to be shifted according to the areas of concern, but the results achieved
are naturally limited to the areas being dealt with, which in regards to the big picture
equates to the simple phrase of having made a buck, but didn't have time to collect ten!
The irrefutable proof in the pudding and is more easily recognizable
on the reverse side of the coin, meaning that certain factors
can equally effect every area of the business negatively in a way that
first financial stability is lost, then finances are drained, and eventually
there's no recourse other than banktrupcy as the the obvious choice!
Consequently then in reverse, it only makes sense to assume
that certain factors can equally effect every area of the business in a positive manner as well,
in a way that consistent growth progressively takes place,
instead of up today and down tomoorrow,

Any revolving cycles in any business may not be that easy to change,
but withouth a doubt, the revolving objectives in a business and the
approach to dealing with matters of concern can certainly be changed!
The BizForm worksheet subject matter under this item/file number,
which is the revolving objective correction as it relates to the revolving cycles
is designed to enable business owner-operators and key execs
to effectuate an approach to dealing with areas of concern
in a way the growth cycle conflicts are eliminated
and their approach to objectives is in a was that productive results
equally effect all growth areas of the business,
the thrust of which over certain time frames can undoubtedly
propel the business to a level of consistent growth!
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PRICE: $12.95 via Email or $7.95 via Fax - - (plus tax if applicable)

This formulaized worksheet is designed to help focus on intertwining growth cycle conflicts resulting from revolving objectives in connection with different areas of the business and to help recognize the revolving syndrome correction requirements. Growth objectives may tend to revolve periodically, shifting attention to different aspects and key areas of the business in accordance with conditions involved. Learning to deal with matters concurrently can become the beginning of more encompassing growth pursuits and may ultimately result in the concentration on overall growth development. A more inclusive growth mentality will be needed for maintaining financial stability while at the same time pursuing overall growth development. This worksheet can be used regularly to eliminate or minimize intertwining growth cycle conflicts usually caused by constantly shifting attention from financial, to business, to operations, and to organization related objectives, instead of expanding management perspectives to an all-inclusive growth development mentality. (1 form/framework page plus framework logic page).

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It is also advisable to look for BizForm
item #7-81 for
Progressive Flow of Growth Pursuit Functions Categorically
and General Process Reminder Worksheet".








item # 7-99
"SALES-DEALS IN WORKS"
(assessment worksheet of sales in progress - sales not yet completed)
Unlike deals in progress, which are processed immediately after order is made by customer,
deals in works are not yet ordered, but any owner-operator or key exec worth his salt
is constantly looking for status update concerning any sales-deals in works,
which is a part of daily assessments of company's current standing!
This BizForm worksheet is designed to enable management to stay abreast of potential sales volumes
as well as any potential liabilities and other possible ramifications before they occur
and will also serve as an update for sales manager and salesman of key areas of concentration
in connection with potential sales volumes!
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PRICE: $9.95 via Email or $7.95 via Fax - - (plus tax if applicable)

The Sales-Deals in works form is designed to enable management to stay abreast of potential liabilities and other possible ramifications before they occur. Proper use of form will eliminate having to review stacks of notes or going through lengthy figuring process to arrive at same information. (1 form/framework page plus framework logic page).

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It is advisable to also look for BizForm
item #7-115 for "Trouble Shooting Frameworks" worksheet
which is not a part of the daily general or sales management areas of responsibility,
but trouble shooting is definitely a periodic management function
to be conducted as the need arises!








item # 7-100
"SALES/ORDER FORM" (sales order write-ups)
This BizForm follows the standard sales/order format used to write up orders when placed by customers!
In a business that conducts office or home presentations, it is also perfect tool for closing the sales!

*plus - included for Free ................. CREDIT APPLICATION
(supplement to sales order processsing)
Most companies have a policy requiring Credit Applications
to be submitted by customers placing orders,
particularly when large orders for merchandise are being taken!
The Salesman is generally required to handle and collect Credit Application information from customer,
or complete the form together with customer,
but in some cases it's sent by the financial administration department
before order is processed
for customer to complete and return immediately!

This BizForm follows standard the credit application format
and by providing copies to Sales Rep with instruction to complete at the time sales order is taken,
it will eliminate having to later scramble to acquire credit information necessary
before shipping any merchandise to customer!
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PRICE: $6.95 via Email or $4.95 via Fax - - (plus tax if applicable)

Writing up order forms can be used in the sales process for the selection or closing phase after sales presentation is made, depending on products/services involved. This Sales/Order form is standardized in a manner that makes it usable for practically any type of orders. (1 form/framework page plus framework logic page).

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and then simply follow payment instructions or choose another item and add to Shopping Cart.

Email address you want File sent to:
Fax number you want File sent to:

It is also advisable to look for BizForm
item #7-51 for
"Invoice" for use to bill customers
after orders are shipped or services are to be billed.

It is advisable to also look for BizForm item #7-13 for
"Billing Statement"
for use when multiple monthly invoices are outstanding!
Also look for BizForm item #7-101 for "Sales Order Tracking Form"
for update status recording of where orders stand in the sales process at all times!
for monthly statements to customers of invoices outstanding and totals due!


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