Plan your transport
For each leg, state the handover date, end of use and the place of the next collection. Agree who repacks the unit at the customer – your sales team, your service engineer or the customer. If a customer needs only part of the accessories, the rest still stays in the overview. After each use, briefly update inventory and condition; we use this to plan the next leg.
What matters
- Record customer appointments with their own receiving contacts
- Keep the accessory inventory across all legs
- Assign responsibility for repacking after each demo