The Sales and Marketing Managers should determine and list the supplies each salesperson should have to adequately prepare for, execute, and follow up on all contacts with the target market, using the Sales Supply Checklist-Order Template as a guide. The Sales Manager should ensure that each new salesperson has an adequate supply of each item in the AD1020-1 SALES SUPPLY CHECKLIST/ORDER FORM on hand.
After sales training, individual salespersons should reorder their own supplies on an as-needed basis. The salesperson may fill out a Sales Supply Checklist-Order Template for the items needed and submit the reorder to the Sales Manager. The Sales/Marketing Manager should update the AD1020-1 SALES SUPPLY CHECKLIST/ORDER FORM in conjunction with the release of new products and product updates. The Sales/Marketing Manager should update the Sales Supply Checklist/Order Form as various supply items are determined to be unnecessary or ineffective. Likewise, as new supply items (e.g., collateral) are developed and released, the Sales/Marketing Manager should update the document accordingly.