Cyclopedia of Commerce, Accountancy, Business Administration, v. 01 (of 10)American School of Correspondence
General
Cyclopedia of Commerce, Accountancy, Business Administration, v. 01 (of 10)
American School of Correspondence
Accounting; Business; Commerce
The numbers being printed in the same position on every card, all tabs
placed over the same number will be in a direct line in the file. The
cards to be removed for the follow-up on a certain date are those
bearing tabs over the number representing that date. On June 20, for
illustration, all cards with tabs over No. 20 are taken from the
file. When letters have been written, the tabs are moved to the next
follow-up date, and the cards returned to the file.
[Illustration: Fig. 27. Card for Combined Daily and Monthly Follow-up]
This method of cross-indexing with movable tabs permits of the filing
of the cards in any manner desired, with the knowledge that the
follow-up date will be surely indicated. The tab method is
also used for a combination of daily and monthly index. On the card
shown in Fig. 27, the names of the month are printed under the date.
For a follow-up in a later month a colored tab is used to represent the
monthly index, while a black tab represents the day of the month. To
illustrate, we will suppose that the card is placed in the file on Oct.
5 and the next follow-up date is Nov. 10; a black tab is placed over
No. 10, and a red tab over No. 2. The card will not be disturbed on
Oct. 10, as the red tab indicates that it is to be removed in a later
month, but on Nov. 1, the red tab is removed from the card, and the
black tab will bring it to notice on Nov. 10.
=Lists of Customers.= Every concern whether it secures business through
the mails, by means of personal salesmen, or both, should have a list
of its customers properly classified and arranged for easy reference.
This should be something more than a list of names and addresses;
certain essential facts about each customer--such as his business, the
name of the buyer, the credit rating, and amount of purchases--should
be recorded.
All of this information can be placed at the head of the ledger sheet,
but it never should be necessary for another department to consult the
records of the accounting department for information needed daily. The
information given by the customers' list is of most value to the sales
department and should be kept in that department.
[Illustration: Fig. 28. Monthly Record of Purchases of a Customer]
For customers' lists, cards are most largely used, and are most
satisfactory. Cards are readily classified, new names can be added at
will, and old names are removed without disturbing the balance of the
list or the general arrangement of the cards.
The follow-up card can be used as a customer's card, but should be
moved from the follow-up to a separate file; or a new card can be made
when a prospect becomes a customer.
Public-domain text, read in full here on John Shaqi.
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