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Commercial portfolio

Evelyn Arely Sosa ACCOUNTANT


INDEX Pictionary ............................................................................................................ 3 Business Letters................................................................................................... 5 Request Letters ............................................................................................... 5 Inquiries......................................................................................................... 7 Orders ........................................................................................................... 9 Replies ............................................................................................................ 11 Order Acknowledgments ....................................................................... 12 Proofread Letters ............................................................................................. 17


Pictionary Word

Definition Relevant

State of being concluded

Reduction from the regular price

Financial

Move to action

Possible

One who receives

Example An applicable rule in class must be, not to interrupt the other. The closure of the textile factory was in 2007, while economy was descending. In Macy’s for every $200 you have a discount of the 30%. A new fiscal law stipulates that all the citizens must pay their taxes. The boss motivates his employees with many incentives and bonus. Mary’s potential job offers a high rate of commissions and other incentives. The recipient of the letter Jane wrote was for Colgate, Inc.

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Picture


A device for showing wind direction

A message

To reveal or disclose

To save from destruction

The weather vane here in the farm goes in the north direction.

The Apple Store have sent me a dispatch informing me that my items have shipped yesterday. John divulged that Sam is in serious troubles with the principal because of bad behavior. The boats salvage the ship in the ocean before sinking.

All what the Insight, teacher taught me understanding in commercial was savvy

Extra, more than necessary

Unrequested

The further information she added in her presentation was superfluous, but she made her point. The company just sent us an unsolicited letter to inform us about their next informative business chat. 4


Business Letters

They are written because of the need for information or special favors, services or products. Reasons for writing:

To obtain information To receive printed matter To receive sample products To order merchandise To engage services To make reservations To seek special favors Request letters should be:

Be specific and brief

Be reasonable

Provide complete, accurate information

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Am-Lux Company, Inc. 529 Eaton Avenue Bethlehem, Pennsylvania 18115

January 29, 2014 Ms. Louisa Sanchez High Commission 705 Tenth Avenue New York, New York 1077 Dear Ms. Sanchez I recently read an article written by you entitled “From Lead to Deal: Ten OverLooked Steps to Closure� in High Commission magazine. I believe it would be useful for the salespeople in my department. I would like to request your permission to make 25 copies of your article for circulation only within our company. I am certain that my staff will be highly motivated to apply all your knowledge presented in the article. I have been reading all your financial articles and we are planning to purchase your magazine on a regular basis because we consider it very useful.

Sincerely yours,

Evelyn Sosa Sales supervisor

Arriaga J.

Example

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Inquiries

Specific questions = specific facts as answers

Easy to answer

Specific information and action

Decide exactly what you want before you write

It will build goodwill

Must include a way to reciproca te

When a request does not involve a future sale, it should be more convenient for the reader: 1. List the specific facts you want 2. Enclose a self-addressed, stamped envelope 3. Suggest a way in which you can reciprocate

P1: Reasons for writing P2: Details (Specific information) P3: Way to reciprocate

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399 North Canon Drive San Francisco, California January 22, 2014

Pets R’ Us 629 Seventh Avenue Sacramento, California

94120

91400

ATTENTION: MR. WILL WILSON Dear Sir or Madam I have decided to purchase a dog for my little niece’s birthday. I would appreciate it if you could send me information about different kinds of breeds which consider more appropriate for a three-year old child with West Syndrome. I lived in a town property, with lots of green areas adaptable for a dog. I would like him with his initial vaccines and ready to live far apart of his mother. Since he will be useful for a better development of her brain and body I would like him to be playful but careful with her and other kids. I would be grateful if you send me information, either a link or a brochure before January 30, because I would like to purchase him before February 14. The suggested dog must have a price range of $700-1,000. Please let me know if you need further information. Sincerely yours

Evelyn Arely Sosa

Example

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Orders Many companies use special forms for ordering merchandise or service. They may use purchase order or order form, which is the one provided by the seller. But when it comes to letters it must include COMPLETE, ACCURATE INFORMATION, because incomplete orders would result in delayed deliveries and incorrect information results in shipping.

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HAPPY ICE MACHINE, INC. 12207 Sunset Strip Los Angeles, California 91417

February 11, 2014 GRS-ELECTRONICS, INC. 1672 Hollywood Boulevard Los Angeles, California 91401 ATTENTION: JOSE CHAIN Dear Sir or Madam: I have received your GRS’s catalogue of products. And I would like to order the following: Quantity

Model

1

GS-320

1

GS-500XY

1 1 2

GLS-550D GFL-250 AC/INVG18E02-04

Item Description

Unit Price

Total Price

Horizontal freezers with doors of close top Horizontal freezers with doors of curved glass Vertical showcase Vertical freezer

$2,500.00

$2,500.00

$3,100.00

$3,100.00

$3,800.00 $2,900.00 $2,450.00

$3,800.00 $2,900.00 $4,900.00

Airs condition Inverters TOTAL ORDER

$17,200.00

I am enclosing an advanced payment check for $10,000, and the rest of the payment I would pay it before I received the order. I would like the order to be sent to the address given above. Truly yours, Evelyn Sosa Sales Director Reyes P.

Example 10


It should be specific and complete It's not necessary to be brief It must be prompt Show interest

There are many types of replies, including:

1. 2. 3. 4. 5. 6. 7. 8. 9.

Acknowledgments Follow-ups Confirmations Remittances Order acknowledgments Stopgap letters Inquiry replies Referrals Refusals

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Order Acknowledgments They help to established goodwill

The initial order from a new customer SHOULD be acknowledged

It should contain specific information

What should it include: •Mentioning the date of the order •Including the order or invoice number •Explaining the date and method of shipment •Acknowledging the method of payment

Delayed Delivery Partial Shipment

This order acknowledgment letter has subdivision, which are:

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KINBOTE PRODUCTS, INC. 200 Southeast Street Miami, Florida 33131

February 26, 2014

Ms. Ellen Minsky Gold’s Specialty Shops 3636 West Grace Street Tampa, Florida 33607 Dear Ms. Minsky: We have received your order of February 24, and we would like to welcome you as a new customer for Kinbote Products.

Your order (No.1343) for two dozen exercise suits (Style L-29) in the size and colors you previously solicited will be send by air express as you requested. Expected to arrive in Florida in March 7. You may contact the freight forwarder, AGEXPORT (234-456-9087), for further details.

We will charge $840 with any applicable sales tax and handling costs to your account (no. 882-GSS). We enclose a catalogue with our new products. We hope to hear from you soon.

Sincerely yours,

Maria Palomo Sales Manager

Estevez L. Enclosure

Example

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Delayed Delivery

It is caused by the seller, not the buyer

It requires a carefully written letter

When an order cannot be filled promptly, the customer deserves an explanation

Must be especially "youoriented"

It should express that it is understandable the customer's dissapointment and regret the inconvenience

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LAWSEN LINEN COMPANY P.O. Box 762 Bloomfield, New Jersey 07003

March 5, 2014 Mrs. Marianne Rollins 444 Ross Avenue Cardwell, New Jersey

07006

Dear Mrs. Rollins: We appreciate your order of February 27 for one set of Floral Mist queen-size sheets and pillowcases. We are eager to deliver your order as soon as possible. However we are sorry to inform you that due to a factory strike all orders have been held up. Nevertheless we are dealing with these problems and we are negotiating with our employees. As you may know our products have high quality and durability. We have available our Colorful Garden queen-size sheets and pillow cases for immediate shipment upon your request. Sincerely yours,

Rosa Lopez Sales Manager

Gomez J.

Example

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Partial shipment Certain items have been back ordered. Make an attempt to “resell” the merchandise. Kinbote Products, Inc. 200 Southeast Fourth Street Miami, Florida 33131

March 7, 2014 Mrs. Ellen Minsky Gold’s Specialty Shops 3636 West Grace Street Tampa, Florida 33607 Dear Mrs. Minsky: Thank you for being interested in our products. Your recent order no. 431 of two dozen exercise body suits in vanilla and chocolate colors (style: L-29) has been registered. Your assortment of body suits in petite, small and medium size will be immediately sent to the address above. However we are sorry to inform you that due to a factory strike the vanilla and chocolate suits in large size will be sent within the week. You may expect delivery on Friday, March 14. We appreciate your preference for our products and your loyalty. We want to give you a 10 percent discount in your next purchase. Let me know if you need further information. Sincerely yours,

Jane Smith Shipping Manager Swift R.

Example 16


Proofread Letters KEP Manufacturing Company, Inc. 4022 Ninth Avenue New York, New York 10055

January 29, 2014 Ms. Wilda Stewart Stewart and Stewart CPA’S 466 Main Street Eugene, Oregon 84403 Dear Ms. Stewart: We recently met at a seminar on the new federal tax laws. I admire the efficiency you have at your work and the knowledge you have about tax laws. As an assistant finance manager it is my responsibility to report about year–end tax saving measures. I would appreciate it if you could provide me with information about ways on deferring income, accelerating deductions year-end expenditures. I would be grateful if you check my report. And it would be pleasure to assist you in anything. Sincerely yours, Evelyn Arely Sosa Assistant Finance Manager Reyes E.

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HARRISBURG CIVIC ASSOCIATION 250 Commonwealth Avenue Harrisburg, Pennsylvania 89078

February 4, 2014

Ms. Margaret Belmont HARRISBURG CITY HALL 78 Golden Avenue Harrisburg, Pennsylvania 84968 Dear Ms. Belmont: As an increasing company we motivated our employees with different activities such as motivational and qualification talks. We would like you to attend to our future meeting of the association and if you can address the members on a topic of general interest. Our meeting are held the second Wednesday of every month at 7:30 P.M. in the basement meeting room of the community center. Previous speakers have spoken on the topic “Increasing Tourism in Harrisburg” by Raymond Delacorte, president of Grand Northern Motels, Inc. and; “Local Property Tax: Boost and Burden?” by Gregory Lardas, CPA . Meetings are attended by approximately 75 community-minded people and usually the lecture segment of the meeting lasts about one hour. We would be grateful if you confirm your attendance the nearest day. It would be a pleasure to assist you in anything. Truly yours, Evelyn Sosa Program Chairperson Lopez M.

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THE HOUTON PRODUCTION COMPANY 8th Wallaby Street Miami, Florida 89876

January 21, 2014

Maximum Appliances, Inc. 78 Golden Avenue Miami, Florida 89988 ATTENTION: MRS. MANUELA VASQUEZ Dear Sir or Madam:

.

. . Sincerely yours,

Evelyn Sosa Manager

Lopez M.

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Houston Production Company 8th Wallaby Street Miami, Florida 89876

January 21, 2014

Maximum Appliances, Inc. 78 Golden Avenue Miami, Florida 89988

ATTENTION: MRS. MANUELA VASQUEZ Dear Mrs. Vasquez: I have decided to purchase three microwave ovens for our employee cafeteria. Therefore, I would appreciate it if you could send me information about two options which you consider more appropriate for our need. Our cafeteria is visited daily from Monday to Saturday by approximately 530 employees. The cafeteria staff members are responsible of serving and heating three meals per day. Since they will be used often I would like to purchase an energy-saving model. Please send me the information before February 10. The suggested models must include a five-year warranty be ready for immediate purchase and have a price range of $150-225. Please let me know if you need further information. Sincerely yours,

Evelyn Sosa Manager

Tobar M.

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