Sales Order

sample sheet

Communicate with the business to confirm important information such as product model, color number, quantity, unit price, whether it is necessary to quote project filings, etc.

Bricks for paving exhibition halls, bricks for specialty stores, and bricks for simulation rooms

Make an application based on the model, quantity, price and sales category reported by the business, and provide supervision and reminders at the same time

During the loading process, if you encounter problems such as uneven flat plates, cabinet deformation, wet boxes, termite boxes, damage, etc., you must communicate with the business or customers in a timely manner to see if you need to change the vehicle, color number, model, or Complement the quantity. If the truck has not arrived by the end of shift time, you need to communicate with the business and warehouse to see if someone will be left to load the goods.

Communicate with finance to verify the care fees and report the fees to the business. Make a pallet record and send it to the finance department for review. After the accountant enters the customer information, make a pallet plan and track the approval process. After the approval is completed, communicate with the warehouse about the loading time.

Communicate with the relevant personnel of the cross-brand departments to identify the color numbers that can be billed, make cross-brand applications, and track the approval process.

First communicate with the carton warehouse to check whether the cartons to be replaced are in stock, then apply for a package replacement, track the approval process, and communicate with the quality inspection on the package replacement cycle.

The sales assistant in Guangdong District should track the warehouse adjustment: communicate well with the business according to the inventory situation of Nanzhuang warehouse, and do a reasonable job in warehouse adjustment.

When a customer wants a refund, make a requisition form and print a receipt.

When a customer wants to return a product, make a "return application form", follow up on the approval process, and assist the warehouse and finance to complete the return warehousing.

When the business needs to randomly inspect product quality or layout, confirm the model, color number, and quantity of the inspected products with the business and make a random inspection application form.

When the customer needs to lower the unit price of some products, he or she will confirm the billing order number, product model, quantity, and lowered unit price with the business to make an application form.

According to the customer's needs, communicate with the finance department about the price of the packaging materials, then confirm the situation with the salesperson and make an application.

Develop goal management

Effective customer management

Other customer management

Sales comparison data for the same period

Regional meeting minutes

Does the price comply with the company’s preferential policy?

Does the number of selected colors cause a small color number?

When the sales assistant is issuing orders or making loading plans, communicate with the business or customers whether the new template has been issued? Do you want to send the goods with you?