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Get the free COD CUSTOMER INFORMATION SHEET - Midwest Terminal

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JSC Terminal, LLC, DBA Midwest Terminal PO Box 959 / 725 N. 5th Street Caducei, KY 420020959 Phone: (270) 4420362 / Fax: (270) 4446224 C.O.D. CUSTOMER INFORMATION SHEET NOT A CREDIT APPLICATION Legal
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How to fill out a COD customer information sheet:

01
Start by collecting all the necessary information from the customer. This includes their full name, contact information (phone number, email address, and mailing address), and any additional details that may be relevant for the transaction.
02
Ensure that the customer's name is spelled correctly and their contact information is accurate. This will help avoid any communication or delivery issues in the future.
03
Include any specific instructions or preferences provided by the customer. If they have any special requests or requirements for the delivery or payment method, make sure to take note of them on the COD customer information sheet.
04
Double-check the customer's mailing address to ensure that it is complete and accurate. This is crucial for the successful delivery of the COD order.
05
Record the transaction details on the COD customer information sheet. This includes the invoice number, order date, item description, quantity, price, and any applicable taxes or additional charges.
06
Include a section for the payment method. Since this is a COD (Cash on Delivery) transaction, indicate that the customer will be paying with cash upon delivery.
07
Ensure that all the required fields on the COD customer information sheet are filled out properly. It is important to have all the necessary information documented to facilitate a smooth and efficient transaction.
08
Once the sheet is filled out completely, make a copy for your records and provide the customer with a copy as well. This will serve as a record of the transaction for both parties.

Who needs a COD customer information sheet?

01
Businesses and retailers offering COD as a payment option to their customers.
02
Delivery personnel or couriers who need to collect payment upon delivery.
03
Customers who prefer to pay for their orders in cash upon receipt rather than using other payment methods like credit cards or online payment platforms.
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