Section: Accounting
Subject: Sales and Backlog Reports
Approved by: Marlene Kolesky
Effective Date: 11 March 1988
Last Reviewed Date: 11 March 1988
Policy Owner:
Policy #
INSTRUCTIONS FOR SALES AND BACKLOG REPORTS
To be used to enter ALL termite sales and completions for the month. These figures should balance to the DOR and to the revenue columns on the receivables.
Instructions on how to complete:
Date sold – Date contract and down payment given to salesperson
Salesman – Person who sold contract
C/F – Cash or finance
Service order number – Sub/Drywood and number
Treating amount – Total amount of job
Schedule date – Date job is scheduled to be completed
Comp. date – Date job was completed
Sub, Fum, P.R., C.L., other – Enter treating amount in proper category when completed
At the beginning of each month, all jobs that have not been completed should be brought forward as a beginning backlog for the month.
As jobs are completed, enter completion date and highlight. Backlog is then the jobs that are not highlighted.