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Trade accounts, Saturday staff and returns, from one link.

Supplier forms arrive late, new staff hand paperwork over in the stockroom and trade customers forget what you asked for. Docsroom sends each person one link, asks once and chases whoever has not answered.

8 templates80 requestsWritten for independent shops

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Eight templates for independent shops

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Trade account starter checklistfor new trade customers · before their first order10 requests10 requests
Trade account starter checklistBishop Interiors · trade account8 of 10 back
  • About the business
  • FormBusiness details7 questionsAssigned to PBPaula Bishop, directorFrom Chloein 2 daysComplete
  • QuestionCompany numberor say sole traderAssigned to PBPaula Bishop, directorFrom Chloein 2 daysComplete
  • QuestionVAT numberor say not registeredAssigned to PBPaula Bishop, directorFrom Chloein 3 daysReady to check
  • TableTrade referencessupplier, contact, phoneAssigned to PBPaula Bishop, directorFrom Chloein 3 daysReady to check
  • Ordering
  • FormDelivery details5 questionsAssigned to PBPaula Bishop, directorFrom Chloein 3 daysComplete
  • QuestionWho can place ordersnames and phone numbersAssigned to PBPaula Bishop, directorFrom Chloein 3 daysAwaiting reply
  • DecisionPayment termson order, 14 or 30 daysAssigned to PBPaula Bishop, directorFrom Chloein 4 daysReminder sent
  • Agreeing the account
  • ApprovalTrade termsread and approveAssigned to PBPaula Bishop, directorFrom Chloein 5 daysComplete
  • ApprovalReturns and credit policyread and approveAssigned to PBPaula Bishop, directorFrom Chloein 5 daysReady to check
  • QuestionAccounts contactname and emailAssigned to PBPaula Bishop, directorFrom Chloein 5 daysReady to check
Staff starter checklistfor new shop staff · before their first shift11 requests11 requests
Staff starter checklistBeth Lowe · shop assistant9 of 11 back
  • Right to work
  • QuestionRight to work share codenine charactersAssigned to BLBeth Lowe, shop assistantFrom Chloein 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to BLBeth Lowe, shop assistantFrom Chloein 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to BLBeth Lowe, shop assistantFrom Chloein 4 days1 file sent
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to BLBeth Lowe, shop assistantFrom Chloein 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to BLBeth Lowe, shop assistantFrom Chloein 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to BLBeth Lowe, shop assistantFrom Chloein 5 daysAwaiting reply
  • ApprovalStaff handbookread and approveAssigned to BLBeth Lowe, shop assistantFrom Chloein 6 daysReminder sent
  • On the shop floor
  • TableAvailabilitydays and hoursAssigned to BLBeth Lowe, shop assistantFrom Chloein 6 daysComplete
  • ApprovalTill and cash handlingread and approveAssigned to BLBeth Lowe, shop assistantFrom Chloein 6 daysReady to check
  • ApprovalOpening and closing stepsread and approveAssigned to BLBeth Lowe, shop assistantFrom Chloein 6 daysReady to check
  • ApprovalFire safety inductionread and approveAssigned to BLBeth Lowe, shop assistantFrom Chloein 6 daysComplete
Saturday staff packfor Young Saturday staff · before their first Saturday11 requests11 requests
Saturday staff packJake Turner · Saturday job9 of 11 back
  • About the young worker
  • FormYour details5 questionsAssigned to JTJake Turner, weekend staffFrom Chloein 2 daysComplete
  • QuestionAge and school yearone lineAssigned to JTJake Turner, weekend staffFrom Chloein 2 daysComplete
  • UploadPassport or birth certificateshows their ageAssigned to JTJake Turner, weekend staffFrom Chloein 3 days1 file sent
  • FormBank details for pay4 questionsAssigned to JTJake Turner, weekend staffFrom Chloein 5 daysReady to check
  • Parent or carer
  • QuestionEmergency contactname and numberAssigned to LTLouise Turner, parentFrom Chloein 3 daysComplete
  • QuestionHealth or allergy notesor say noneAssigned to LTLouise Turner, parentFrom Chloein 3 daysAwaiting reply
  • ApprovalParent or carer consentread and approveAssigned to LTLouise Turner, parentFrom Chloein 4 daysReminder sent
  • FormCouncil permit detailsif they are under 16Assigned to LTLouise Turner, parentFrom Chloein 6 daysComplete
  • Hours and rules
  • TableWeekend and holiday hoursdays and timesAssigned to JTJake Turner, weekend staffFrom Chloein 6 daysReady to check
  • ApprovalYoung worker rulesread and approveAssigned to JTJake Turner, weekend staffFrom Chloein 6 daysReady to check
  • ApprovalStaff handbookread and approveAssigned to JTJake Turner, weekend staffFrom Chloein 7 daysComplete
Stock supplier account setupfor new suppliers · before the first order10 requests10 requests
Stock supplier account setupHarbour Gifts Wholesale · new supplier8 of 10 back
  • Their details
  • FormSupplier details6 questionsAssigned to SPSanjay Patel, sales repFrom Chloein 3 daysComplete
  • UploadCatalogue and price listtrade pricesAssigned to SPSanjay Patel, sales repFrom Chloein 4 daysComplete
  • QuestionMinimum ordervalue or quantityAssigned to SPSanjay Patel, sales repFrom Chloein 4 daysReady to check
  • QuestionDelivery chargesand free delivery levelAssigned to SPSanjay Patel, sales repFrom Chloein 4 daysReady to check
  • Terms and safety
  • QuestionPayment termsdays to payAssigned to SPSanjay Patel, sales repFrom Chloein 5 daysComplete
  • UploadReturns policyfaulty and unsold stockAssigned to SPSanjay Patel, sales repFrom Chloein 5 daysAwaiting reply
  • UploadProduct safety papersCE or UKCA, if neededAssigned to SPSanjay Patel, sales repFrom Chloein 7 daysReminder sent
  • ApprovalSupplier termsread and approveAssigned to SPSanjay Patel, sales repFrom Chloein 7 daysComplete
  • Setting up the account
  • FormInvoicing details5 questionsAssigned to SPSanjay Patel, sales repFrom Chloein 7 daysReady to check
  • QuestionWho to call about ordersname and numberAssigned to SPSanjay Patel, sales repFrom Chloein 7 daysReady to check
Maker and consignment packfor local makers and artists · before their stock arrives10 requests10 requests
Maker and consignment packCeri Jones · handmade candles8 of 10 back
  • About the maker
  • FormMaker details6 questionsAssigned to CJCeri Jones, makerFrom Chloein 3 daysComplete
  • UploadProduct photosone for each productAssigned to CJCeri Jones, makerFrom Chloein 4 daysComplete
  • TableProducts and shop pricesitem, cost, shop priceAssigned to CJCeri Jones, makerFrom Chloein 4 daysReady to check
  • Safety and labelling
  • UploadPublic liability insurancecurrent certificateAssigned to CJCeri Jones, makerFrom Chloein 5 days2 files sent
  • QuestionMaterials and ingredientsfor labels and allergiesAssigned to CJCeri Jones, makerFrom Chloein 5 daysComplete
  • UploadProduct safety paperstest report, if neededAssigned to CJCeri Jones, makerFrom Chloein 6 daysAwaiting reply
  • Terms
  • ApprovalConsignment termsread and approveAssigned to CJCeri Jones, makerFrom Chloein 6 daysReminder sent
  • DecisionHow stock reaches usdrop off or courierAssigned to CJCeri Jones, makerFrom Chloein 6 daysComplete
  • DecisionUnsold stocktake back or price downAssigned to CJCeri Jones, makerFrom Chloein 7 daysReady to check
  • FormPayment details4 questionsAssigned to CJCeri Jones, makerFrom Chloein 7 daysReady to check
Yearly insurance and fire safetyfor the shop, each year · each year, before the renewal date11 requests11 requests
Yearly insurance and fire safetyCorner House Gifts · yearly pack9 of 11 back
  • Insurance
  • UploadShop insurance schedulestock and contentsAssigned to RWRuth Whittaker, ownerFrom Chloein 7 daysComplete
  • UploadPublic liability insurancecurrent certificateAssigned to RWRuth Whittaker, ownerFrom Chloein 7 daysComplete
  • UploadEmployer’s liabilityif you have staffAssigned to RWRuth Whittaker, ownerFrom Chloein 7 days1 file sent
  • QuestionStock value on the policycheck it still fitsAssigned to RWRuth Whittaker, ownerFrom Chloein 9 daysReady to check
  • Fire and safety
  • UploadFire risk assessmentsigned and datedAssigned to RWRuth Whittaker, ownerFrom Chloein 10 daysComplete
  • TableFire alarm test logdate, tested by, resultAssigned to RWRuth Whittaker, ownerFrom Chloein 10 daysAwaiting reply
  • UploadFire extinguisher servicelatest visitAssigned to RWRuth Whittaker, ownerFrom Chloein 12 daysReminder sent
  • UploadElectrical safety testfixed wiring or PATAssigned to RWRuth Whittaker, ownerFrom Chloein 14 daysComplete
  • Premises and licences
  • UploadIntruder alarm servicelatest visitAssigned to RWRuth Whittaker, ownerFrom Chloein 14 days1 file sent
  • UploadMusic licenceif you play musicAssigned to RWRuth Whittaker, ownerFrom Chloein 14 days2 files sent
  • ApprovalHealth and safety policyread and approveAssigned to RWRuth Whittaker, ownerFrom Chloein 14 daysComplete
Returns request packfor customers returning an item · when they ask to return it8 requests8 requests
Returns request packWendy Ford · blue table lamp6 of 8 back
  • Your purchase
  • FormOrder details5 questionsAssigned to WFWendy Ford, customerFrom Chloein 2 daysComplete
  • UploadReceipt or order emaila photo is fineAssigned to WFWendy Ford, customerFrom Chloein 2 daysComplete
  • QuestionWhat went wrongin a few linesAssigned to WFWendy Ford, customerFrom Chloein 2 daysReady to check
  • The item
  • UploadPhotos of the itemfront, back and the faultAssigned to WFWendy Ford, customerFrom Chloein 3 days2 files sent
  • QuestionUsed or unusedhow often, if usedAssigned to WFWendy Ford, customerFrom Chloein 3 daysComplete
  • What happens next
  • DecisionWhat you would likerefund, exchange or repairAssigned to WFWendy Ford, customerFrom Chloein 4 daysAwaiting reply
  • ApprovalReturns termsread and approveAssigned to WFWendy Ford, customerFrom Chloein 4 daysReminder sent
  • DecisionDrop off or postpick oneAssigned to WFWendy Ford, customerFrom Chloein 5 daysComplete
Special order packfor special order customers · right after they reserve it9 requests9 requests
Special order packHelen Marsh · special order rug7 of 9 back
  • The order
  • FormOrder details6 questionsAssigned to HMHelen Marsh, customerFrom Chloein 2 daysComplete
  • UploadPhoto or link of the itema screenshot is fineAssigned to HMHelen Marsh, customerFrom Chloein 2 daysComplete
  • QuestionSize, colour or finishas far as you knowAssigned to HMHelen Marsh, customerFrom Chloein 3 daysReady to check
  • Agreeing it
  • ApprovalOrder quoteread and approveAssigned to HMHelen Marsh, customerFrom Chloein 3 daysReady to check
  • ApprovalSpecial order termsread and approveAssigned to HMHelen Marsh, customerFrom Chloein 4 daysComplete
  • UploadDeposit payment receipta screenshot is fineAssigned to HMHelen Marsh, customerFrom Chloein 5 daysAwaiting reply
  • When it arrives
  • DecisionBest way to reach youcall, text or emailAssigned to HMHelen Marsh, customerFrom Chloein 5 daysReminder sent
  • DecisionCollect or deliverpick oneAssigned to HMHelen Marsh, customerFrom Chloein 7 daysComplete
  • QuestionDelivery addressif we are deliveringAssigned to HMHelen Marsh, customerFrom Chloein 7 daysReady to check

Written for independent shops. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Trade accounts opened in one go

New trade customers and suppliers send their details, references and terms from one link, so the account is ready before the first order.

Weekend staff and their parents

A young part-timer and a parent each get their own link, so consent and availability arrive without a pile of paper at the till.

Insurance and fire papers chased yearly

Send the shop insurance, alarm test logs and extinguisher certificates out early, and Docsroom chases whoever has not replied until each one is in.

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