Operations Forms & Documents
Form/Document Number – Form Name: Description
O301 Address and Telephone Directory: Use this sheet to keep important addresses and telephone numbers and other contact information right at hand.
O302 Award Certificate: Use this form to create attractive Award Certificates to acknowledge employees, volunteers, clients, contest winners, etc.
O303 Bill of Lading: The Bill of Lading (BOL) is a document that establishes the terms of a contract between a shipper and a transportation company under which freight is to be moved between specified points for a specified charge. It serves as a receipt for the goods, a contract of carriage and a temporary title document.
O304 Bill of Sale: A written agreement, by which one person sells, assigns or transfers his right to, or interest in, personal property to another.
O305 Business Insurance Planning Worksheet: Insurance is the barrier between an unfortunate incident and disaster for your business. This worksheet is designed to help you decide which types of insurance policies you really need and to budget their costs.
O306 Claim for Damage: This form is used to notify a shipper that upon receipt of goods, some or all of the shipment was damaged and your business is filing a claim for the damaged goods.
O307 Company Letterhead – Electronic: We will format your company letterhead so that you can type letters and send them electronically to your prospects, clients, etc.
O308 Conference / Event Registration Form: Your conference/event attendees will appreciate this easy-to-complete form and your staff will appreciate the easy-to-interpret data – whether submitted electronically or manually.
O309 Conference / Meeting Agenda: This static form, which we will create according to your needs, is used to provide attendees of a meeting (or conference) the topics that will be discussed. The attendees can then better prepare for the meeting, resulting in a more productive meeting.
O310 Credit Memo: Use this form to document each item under an extension of credit to a customer.
O311 Delivery Confirmation Form: This form is used after counting and inspecting a shipment to confirm and accept delivery in good order.
O312 Delivery Rejection Notice: This form is used to notify a vendor, supplier or shipper that you are rejecting a shipment of goods and that you request a refund.
O313 Event Schedule: This static form, which we will create according to your needs, is used to provide attendees of a meeting, conference or special event the details of the event including schedule of activities, location, attendee list, entertainment, guest speaker, agenda, etc.
O314 Facsimile (Fax) Cover Sheet: We will format a facsimile cover sheet for your company that you can type into and send electronically (e-fax) and/or print and fax manually. A typed fax cover sheet looks more professional than a hand-written one does.
O315 Gift Certificate: Use this form to create attractive Gift Certificates entitling the bearer to a free product or service (usually intended to be purchased as a gift).
O316 Memorandum (Memo): Use this form for general inter-office communications.
O317 Mutual Non-Disclosure Agreement: The Mutual Nondisclosure Agreement is an agreement whereby two parties agree to maintain the confidentiality of information that they share in the context of business discussions or negotiations.
O318 Office Supplies Needed-Requested: This form enables employees to formally request supplies or other needed material. Fields are provided for cost per unit, item(s) description and date needed.
O319 Order Acceptance Notice: This form is used to notify a vendor, supplier or shipper that you have inspected and accepted a shipment of goods.
O320 Out-of-Stock Notice: Use this short form to inform a customer that you are out of stock of a product they have ordered.
O321 Packing List: This form is used to indicate the quantity, weight and type of goods being shipped as well as other pertinent information including sender and recipient. It is prepared by the seller for shipments of more than one packaging unit, indicating which items are packed in each container and other details, such as markings on the boxes for identification and distribution purposes at the destination.
O322 Packing Slip: This form is attached to a customer shipment, describing the contents of the items shipped, as well as their part number and quantity. It does not include financial or account information.
O323 Patient/Client Registration/Intake Form: Use this form to gather pertinent information from your patients (spa clients, etc.) regarding insurance information, responsible party, emergency contact, allergies, medical history, purpose of visit, etc.
O324 Product or Shipment Tracking Sheet: Use this form to keep an accurate and accountable tracking of items that may need to change hands and may or may not be delivered through conventional shipping methods, i.e., independent courier, client courier, your employee, etc. Each person signs off on the exchange at each point and in the presence of another.
O325 Property Loss Report: This form is used whenever your business suffers loss to its inventory or property to provide a detailed description of cause of loss and lost or damaged property (age, components, attributes and capabilities). Fill the form out completely and as soon as possible after the loss. A promptly completed report will carry more evidentiary weight with insurers.
O326 Receiving Order: This form is used by shipping department employees to document the condition of an incoming shipment.
O327 Transmittal Form: A written document used to identify information being sent to a receiving party. The transmittal is the cover sheet for the information being sent by mail, courier or fax and includes the name, telephone/fax number and address of the sending and receiving parties. The sender may include a message or instructions in the transmittal. It is also important to include the names of other parties the information is being sent to on the transmittal form.
O328 Visitor Log: This form is used by a company to record the date and time of all individuals who enter or leave the company’s facilities. It generally includes details about the visitor including the person’s name, his/her company, the date and time in and out and the name of the person they are visiting.
O329 Work for Hire-Proprietary Agreement: This agreement is used when a company or individual performing work for another company or individual (includes writing computer code, authoring work, etc.) is the legal owner of the work. A Work for Hire Agreement defines the terms and conditions under which a company or individual performs work for another company or individual. Work made for hire (sometimes abbreviated as work for hire and WFH) is an exception to the general rule that the person who actually creates a work is the legally-recognized author of that work. By contrast, according to copyright law in the United States and certain other copyright jurisdictions, if a work is "made for hire", the employer—not the employee—is considered the legal author. In some countries, this is known as corporate authorship.
O330 Work Order Form: A document to be signed by a customer specifying the work to be completed, including price, terms, delivery details, etc.
O331 Written Estimate: A written statement of the approximate cost of work to be done, such as a building project or car repairs.
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