What is the first step in completing a special order form?

The first step in completing a special order form involves writing the store information and date. This step is crucial as it establishes the context for the entire transaction. Including the store information helps to identify where the order will be fulfilled, which is vital for processing and ensuring that the correct location handles the customer’s request. Additionally, recording the date is important for tracking and managing the order effectively, as it enables you to monitor the timeline for processing and delivery.

Taking customer information, making suggestions, and collecting product information are also necessary parts of the process, but they typically follow this initial step. Establishing the store and date first creates a clear framework for the order and helps prevent any potential mix-ups during the fulfillment process.