1. business order processing: according to the sales demand, draft business orders, establish contract accounts, enter them into the system, track and approve them, update accounts daily, and send emails to warehouse, production and planning leaders.
2. Establish the statement details, check with the warehouse's invoice and invoice according to the manual account and business order information at the end of each month, send the reconciliation results to financial check, and provide monthly data according to financial requirements.
3. Sales forecast: Print out the sales forecast data of last month before 25th of each month, count the delivery data of related products this month, and confirm the forecast data of next month with sales.
4, logistics audit and reconciliation management, according to the receipt submitted by the warehouse, update the relevant information in the contract account, including daily distribution of logistics information and costs.
5. Management of equipment prototype application process. When a salesperson applies for equipment, it shall be signed by the technical director, financial director and general manager, and the signed equipment application form shall be scanned and sent to the warehouse or the supplier of the corresponding product for delivery (the subsequent application process will be submitted in the system).
6. For the products that customers require to return, after confirming with the relevant sales, fill in the return application form, and return it to the head of production department after being signed by the technical director and the leader of marketing department. After inspection by the production department, it will be delivered to the warehouse for receiving and warehousing.
7. According to the sales demand, draft business contracts, order contracts, tax refund contracts, framework contracts, etc.
8. Count the customers who need to pay at the middle and end of each month and send them to the corresponding sales staff for dunning.
9. Manage business information, update and upload all kinds of company business qualification certificates required for bidding in time.
10, according to the sales and online bidding announcement, prepare the sales registration materials for registration.
1 1. Assist department leaders to hold weekly meetings, upload meeting minutes to EIS system, and track the contents and implementation of meeting minutes.
12, CRM module management of EIS system, business list management: approval of orders and delivery, confirmation and maintenance of normal operation of the system.
13. The cooperative agent or channel partner signs an agreement with the OEM contractor, and the signed agreement or contract is filed and coded in a unified document.
14, customer information integrity check and statistics in each sales market.