Buyer Book — internal record

Maintain the buyer’s internal record and the evidenced stage of the relationship. A completed record does not qualify a contact or confirm demand.

Editable human template. Banking and transport documents and official certificates must be obtained from their competent issuers.

Entries stay on this page. Buttons generate files on your device. No data is sent to a server. Closing without saving loses edits.

Identity and contacts

Transaction reference

Record version

Owner

Review date

CRM ID / transaction link

Legal name, registration, country and source

Role in the chain and actual contracting entity

Name, position, authority and confirmed channel

Origin of the relationship and introducer, if any

Source and date of contact verification

Product, end use, specification and evidence of demand

Volume, unit, frequency and period

Destination, port and required window

Proposed payment terms

Decision-maker, procurement and supplier approval

Actual stage

Stage evidence and date

Credit / due diligence: status, evidence and issues

Last contact

Next action, owner and deadline

Next review date

Date	Channel and participants	Confirmed fact / reference	Action and owner	Deadline

Preserve a unique ID and the CRM link. Update the authoritative record rather than creating conflicting copies.
Record evidence of demand before changing the stage to Demand.
Personal and due-diligence data require proportionate access and retention.