APPENDIX H REPORTING TEMPLATE FOR SALE USAGE REPORTING.xls
XLS spreadsheet 67 KB Posted
- Attached to
- ***Expired*** STATEWIDE OFFICE FURNITURE
- Contract number
- 505ENT-M20-OFFURNITUR-00
- Issued by
- Wisconsin
About this file
This document is a quarterly sales reporting template (Appendix H) for the Wisconsin State Furniture Contract administered by the Wisconsin Department of Administration. The template is managed by Robert Penfield at the Wisconsin DOA and is used by manufacturers, dealers, and agencies participating in the statewide furniture contract to report usage and sales data. Reports must be submitted electronically to the DOA Contract Manager, with participating entities including state agencies, University of Wisconsin campuses, and cooperative purchasing groups.
The contract covers furniture products organized into categories such as seating, with manufacturers required to submit detailed quarterly reports by the 15th day following each quarter's end. The reporting template captures comprehensive transaction data including agency names, contract numbers, dealer information, order details, product descriptions, unit pricing, list prices, contract discount percentages, net prices, quantities, and extended totals. The example shown demonstrates a 50% contract discount applied to an "Awesome Ergo Chair" with a $200 list price reduced to $100 net price. Failure to submit required reports by the deadline may result in contract termination, and entities must submit "NO SALES" reports even during quarters with no purchasing activity.
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Other files
| File | Type | Posted |
|---|---|---|
| RFB DOCUMENT 6.28.19.pdf | ||
| Business Case Exception Request 505ENT-M20-OFFURNITUR Rev 1.doc | DOC document | |
| User Guide RP 3 19 21.docx | DOCX document | |
| 02 Consolidated Dealer List Rev 64.xlsm | XLSM spreadsheet | |
| Tips for Ordering Furniture 12.7.20.pptx | PPTX presentation |
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Text version
QUARTERLY SALES REPORT TEMPLATE
| Submit reports electronically either via email to robert.penfield@wisconsin.gov | ||||||||||||||||||
| Manufacturer Name | Contact Name | Telephone | Reporting Period | |||||||||||||||
| Start Date: | End Date: | |||||||||||||||||
| Reports are due no later than the 15th day following the end of the previous quarter. Failure to submit reports by the deadline may result in termination of the contract. If no sales occurred during the quarterly, a report reflecting "NO SALES" must be sent to the DOA Contract Manager. | ||||||||||||||||||
| Example: | ||||||||||||||||||
| Name of Agency/Campus | Contract Number | Dealer Name | Order Number | PO Number (if applicable) | Order Date | P-Card Used? Y/N | Invoice Date | Invoice Number (where applicable) | Delivery Date | Product Line Name/Description | Product Category | Unit of Measure (UOM) | List Price per UOM | Price List Name/Date | Contract Discount % Applied | Net Price Per UOM | Quantity | Extended Total Price for Project |
| Department of Administration | 505ENT-M19-XXXXXXX-XX | Dealer ABC | 123 | 9/1/19 | N | 10/15/19 | 1234-DOA | 10/15/19 | Awesome Ergo Chair | Category C: Seating | EA | $200.00 | Seating/August 2019 | 50.00% | $100.00 | 5 | $500.00 | |
| Name of Agency/Campus | Contract Number | Dealer Name | Order Number | PO Number (if applicable) | Order Date | P-Card Used? Y/N | Invoice Date | Invoice Number (where applicable) | Delivery Date | Product Line Name/Description | Product Category | Unit of Measure (UOM) | List Price per UOM | Price List Name/Date | Contract Discount % Applied | Net Price Per UOM | Quantity | Extended Total Price for Project |
| TOTAL - |
&CAPPENDIX H: REPORTING TEMPLATE FOR SALES/USAGE REPORTING
Statewide Furniture Contract Quarterly Usage Report &CPage &P of &N Insert Agency/ UW Campus/ Cooperative Group Insert the contract number Neidner, Catherine:
Insert the product line name Neidner, Catherine:
Insert the Product Category
File details come from the government source that posted it. Updated .