MindMap Gallery Overview of sales assistance work (4)
Assist sales work planning, formulate clear sales goals and positioning, provide direction for the sales team, and ensure that the team's work focus is consistent with the company's strategic goals.
Edited at 2024-01-29 19:31:38This Valentine's Day brand marketing handbook provides businesses with five practical models, covering everything from creating offline experiences to driving online engagement. Whether you're a shopping mall, restaurant, or online brand, you'll find a suitable strategy: each model includes clear objectives and industry-specific guidelines, helping brands transform traffic into real sales and lasting emotional connections during this romantic season.
This Valentine's Day map illustrates love through 30 romantic possibilities, from the vintage charm of "handwritten love letters" to the urban landscape of "rooftop sunsets," from the tactile experience of a "pottery workshop" to the leisurely moments of "wine tasting at a vineyard"—offering a unique sense of occasion for every couple. Whether it's cozy, experiential, or luxurious, love always finds the most fitting expression. May you all find the perfect atmosphere for your love story.
The ice hockey schedule for the Milano Cortina 2026 Winter Olympics, featuring preliminary rounds, quarterfinals, and medal matches for both men's and women's tournaments from February 5–22. All game times are listed in Eastern Standard Time (EST).
This Valentine's Day brand marketing handbook provides businesses with five practical models, covering everything from creating offline experiences to driving online engagement. Whether you're a shopping mall, restaurant, or online brand, you'll find a suitable strategy: each model includes clear objectives and industry-specific guidelines, helping brands transform traffic into real sales and lasting emotional connections during this romantic season.
This Valentine's Day map illustrates love through 30 romantic possibilities, from the vintage charm of "handwritten love letters" to the urban landscape of "rooftop sunsets," from the tactile experience of a "pottery workshop" to the leisurely moments of "wine tasting at a vineyard"—offering a unique sense of occasion for every couple. Whether it's cozy, experiential, or luxurious, love always finds the most fitting expression. May you all find the perfect atmosphere for your love story.
The ice hockey schedule for the Milano Cortina 2026 Winter Olympics, featuring preliminary rounds, quarterfinals, and medal matches for both men's and women's tournaments from February 5–22. All game times are listed in Eastern Standard Time (EST).
Overview of sales assistance work
Current job
daily work
Check the loading plan made the day before when you go to work every day. If the goods are not picked up, promptly notify the salesperson.
billing
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
Communicate with the business in the billing discount section "Other Transfer Orders"
Direct bill application
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
Loading plan
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.
care plan
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.
Cross-brand application
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.
Package exchange application
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.
Nanzhuang warehouse adjustment
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.
Request form
When a customer wants a refund, make a requisition form and print a receipt.
Return application form
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.
Sampling inspection application
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.
Product price adjustment application
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.
Packaging application
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.
Provide relevant sales data for regions on a daily, per node, and monthly basis
Prepare relevant data forms at the end of the month
Develop goal management
Effective customer management
Other customer management
Sales comparison data for the same period
Regional meeting minutes
Provide quality inspection reports, qualification certificates, and honorary certificates according to business needs
Organize the sample inventory list for business trip recycling and assist the salesperson to check the status of customers on the board
Yucheng: Sales assistant takes on rotating shopping guide positions every day; Xin Runcheng: When the shopping guide/receptionist is on break or busy, the sales assistant fills the position
remind
The inventory will be sorted out every 7 days and communicate with the business whether to renew the inventory.
Each node prepares customer sales status and billing unmentioned data tables, and provides them to the salesperson or regional manager.
There are new samples to remind the business whether they need to be distributed and to speed up the loading of new products.
Remind the business whether it needs to be billed according to the customer's order plan
supervise
Application for bill opening and direct unit price opening
Does the price comply with the company’s preferential policy?
Does the number of selected colors cause a small color number?
Sample billing: check whether the customer has a deposit, sign a contract, and whether to reissue
Supervise the withdrawal of business funds on the 25th of every month
Monthly settlement and whether credit customers will send back statements
When a salesperson issues an order and delivers goods across regions, the sales assistant needs to verify whether the billing business communicates and reports with the business in the area to be shipped.
assist
When on a business trip or unavailable, prepare "Payment Notice", "Application Form for Advertising Material Receipt", and assist in inputting "Invoice Application", "Project Filing Form", and "Customer Ordering Plan"
Improve the efficiency of customer sample distribution and display
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?
Assist sales to visit customers according to the logistics cycle and make records and feedback to the salesperson
Guangdong District sales assistant assists regional managers in inventory management of Nanzhuang warehouse
When on a business trip or unavailable, provide customers with product prototype drawings, prototypes, and send small samples
Assist the business to send/send customer invoices
Assist sales staff in distributing customer care gifts
Achievable scope in the future
Track payment and enter "remittance advice"
Track customer advertising materials and prepare "Advertising Materials Requisition Application Form"
Assist the business to prepare "invoice application form" and track the invoicing status
Assist the business in "application for bricks for simulation room" and "application for bricks for exhibition hall paving"
Use 15 days as a node to remind business customers that the bill has not been submitted to speed up logistics.
The business classifies the customers who follow the line, and those customers who have cooperated with our company for a long time and are familiar with the company's processes will be directly tracked and serviced by sales assistants.
Track customer samples, reconciliation, goods inspection, billing, collection, loading and other related daily work
Establish exclusive customer WeChat communication group
Sales assistant communicates directly with customers in WeChat group and fills positions for salespersons