Customer Evaluation Form Phone GENERAL INFORMATION Legal Trade Name * Store Name * Client Specification * Distributor Retailer Reseller Store Operation Schedule * Owners Name * Business Address: * No. of Years(Business Operation) APPLICATION QUESTIONNAIRES 1. Were you informed that the freezers are loaned (Hiram)? * 3. Were you informed that you need to hit a monthly order of Php 7,000? * 5. If not sure, are you willing to push/promote to achieve the monthly target? * 7. Are you related to any of our sales employees? * 2. How much do you think is your estimated monthly purchase? * 4. Do you think you can hit the 7,000 after 2-3 months from start up? * 6. Did the sales agent inform you that the minimum amount of re-order in Php 3,000? * 8. Do you know the next steps upon CI approval & order process? * BACKGROUND INVESTIGATION 1. Has no criminal records * YES NO 3. Maintains good records with regards to credits/loans * YES NO 5. Maintains good business records. * YES NO 2. Maintains good relationship within the neighborhood ( no complaints against the retailer) * YES NO 4. Can pay monthy rentals ( for rented space) * YES NO Character Reference: * SITE ASSESMENT PRIOR to DEPLOYMENT APPROVAL Estimated distance of location from the electric source (Meralco post/Transformer) < 20m * YES NO Wire Size from Main switch to outlet (AWG 12/ 4.0 mm2 * YES NO Power Fluctuation- no known frequent electricity fluctuation in the area * YES NO Overall Evaluation: * Mainline Wire Size (AWG #10 / 6.0mm2 or bigger) from Meralco to Main switch * YES NO Check outlet power supply (202v to 238v L1-L2) * YES NO Accessibility of Delivery Van ( Road accessibility) * YES NO Checklists: * Freezer Loan Agreement Distributor's Agreement Retailer/ Distributor Orientation AUDITOR NAME * Remarks * APPROVED HOLD DISAPPROVE Reason for DIsapproval
