ORCA BUILD GROUP
Product selection record
Print one sheet per item and fill it in by hand. Keep product documents with this record. Mark unresolved details “To confirm.”
For large items, confirm the handoff point and included services with the supplier. Check doorways, turns, stairs and building or elevator access with the delivery team.
- Room and item
- Blank writing space
- Manufacturer, exact model and finish
- Blank writing space
- Product / installation document and revision
- Blank writing space
- Quantity and unit — to confirm
- Blank writing space
- Related items and measurements to confirm
- Blank writing space
- Check recorded by / date / document
- Blank writing space
- Who orders / receives
- Blank writing space
- Delivery endpoint / included services
- Blank writing space
- Access route / restrictions / who confirms
- Blank writing space
- Order status and supplier reference
- Blank writing space
- Supplier delivery estimate / checked date
- Blank writing space
- Receipt check / issue / next action
- Blank writing space
Keep chosen, ordered, received and checked states separate. Supplier delivery estimates are not agreed work dates. This planning sheet does not place an order or approve a product for installation.
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