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 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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QUARTERLY SALES REPORT TEMPLATE

Submit reports electronically either via email to robert.penfield@wisconsin.gov
Manufacturer NameContact NameE-mailTelephoneReporting 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/CampusContract NumberDealer NameOrder NumberPO Number (if applicable)Order DateP-Card Used? Y/NInvoice DateInvoice Number (where applicable)Delivery DateProduct Line Name/DescriptionProduct CategoryUnit of Measure (UOM)List Price per UOMPrice List Name/DateContract Discount % AppliedNet Price Per UOMQuantityExtended Total Price for Project
Department of Administration505ENT-M19-XXXXXXX-XXDealer ABC1239/1/19N10/15/191234-DOA10/15/19Awesome Ergo ChairCategory C: SeatingEA$200.00Seating/August 201950.00%$100.005$500.00
Name of Agency/CampusContract NumberDealer NameOrder NumberPO Number (if applicable)Order DateP-Card Used? Y/NInvoice DateInvoice Number (where applicable)Delivery DateProduct Line Name/DescriptionProduct CategoryUnit of Measure (UOM)List Price per UOMPrice List Name/DateContract Discount % AppliedNet Price Per UOMQuantityExtended 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 .