With the improvement of people's own quality, reports play an important role, and different reports are different. So do you really know how to write a good report? The following is the work report of the merchandiser I compiled, which is for reference only and I hope it will help you.
With the correct leadership of the company's senior leaders and the enthusiastic help of my colleagues, I seriously studied and implemented the company's rules and regulations, and gradually became familiar with the company's business operation process. Combined with the actual work situation, the recent work situation is summarized as follows:
I. Basic trade information:
Compared with market commodities, Zhengmao's own characteristics are mainly reflected in the following aspects:
1) Many departments need to cooperate with each other in the transaction.
2) OEM orders, with large quantity, long waiting time for shipment and high performance risk.
3) The operation process of export business involves multiple departments, and the process is flexible and complex.
4) There are many files.
Second, according to the operation process, it can be divided into the following stages:
(1) Pre-transaction preparation: Serious, sufficient and meticulous work before the transaction plays a vital role in promoting the formulation; To do this job well, personal opinions can start from the following aspects: a, on the basis of studying the styles, colors and styles that customers like in the target market, search domestic factories that are also making similar products, ask for samples and product catalogues, and obtain information such as fabrics, styles, prices, workmanship, sizes, color composition, auxiliary materials, packaging, delivery date, etc. Can be sold to company visitors. Or send an email to an existing customer. B, encourage designers to actively understand the needs of customers in the target market, enter the market through network information, and then design a series of products and sell them to customers. C, buy some fashion books from Korea, Japan and other developed countries, or some special brand products, such as Adidas, Nike and Puma. , comb and absorb, recommend to customers. D, encourage customers to come
(2) Work preparation before the guests visit: The export clerk should get in touch with the guests in advance to find out the visiting time, personnel composition and flight arrival time of the guests, and it is best to know the purchase and stay time of the guests, the types of products, fabrics, target price and quantity, etc. Know this information in advance, properly arrange the reception of guests, prepare materials and samples in advance, and even arrange to take guests out to see the factory. It is necessary to make a business trip plan. On the day when the guests arrive at the office, the export clerk must assist the department manager and general manager in the reception. During the reception, exporters need to be warm and polite. Prepare fruits, snacks, tea, coffee, etc. According to the different hobbies of the guests.
(3) During the transaction: according to the customer's ordering intention, under the leadership of the department manager or general manager, together with colleagues in the production department, the samples and complete production materials are neatly placed on the floor of the conference room. When placing an order, pay attention to putting the same varieties together and arrange them in the order of payment number. Together with colleagues in the design department, put computer CDs or magazine pictures and books on the conference table. In addition, connect the laptop online and wait for standby. Exporters must participate in business negotiations. Before negotiation, prepare blank negotiation contract, colored paper cutting card, white board of high-quality gown, calculator and improved paper from batch print. The negotiation process should follow the principle of fabric-specification-color group -LOGO- main wheat label-packaging-price (EXW/FOB/CIF)- payment method-port of shipment. Make renderings quickly and accurately, print them out and sign for confirmation. Exporters organize and collate data. After negotiation, make export contracts for customers to confirm and sign, and generate orders. All negotiation materials should be classified according to the situation of the guests, and each file should be filed in chronological order to ensure that the information is complete and clear.
(4) Post-transaction work: colleagues in the production department will make and generate: all the details of the "proofing notice" must have clear written and physical requirements for the factory, and exporters should review and check these materials to ensure that they will not be given any chance to make mistakes. After the audit, the information will be fed back to the colleagues in the production department, and the factory will be informed to make the production certificate-production confirmation sample. Pay attention to the communication between guests and producers during the period. If the guests have any questions or amendments to plate making, they should inform the production department as soon as possible to confirm the implementation. After the factory confirms the sample, it will be inspected once according to the previous production requirements, and a sample confirmation opinion will be issued. We should check the quality of samples and bulk goods. Complete set of information, such as specification sheet, main wheat list (if any), etc. , should be arranged in written form and in kind, and sent to the guests for confirmation, or contact the guests to make a decision in the company for confirmation. Our company should also keep a complete set of the same information, so as to communicate with the guests and help confirm the work. After receiving the confirmation sample, the guest should make a unique confirmation according to a set of opinions. Relevant confirmation opinions shall be immediately notified to the production department. After the customer pays the deposit (for example, the production department can arrange weaving, dyeing, auxiliary materials and carton making in the factory as soon as possible (directly print the ship wheat confirmed by the customer on the box), and finally carry out mass production.
Documentary clerk's work report II. Daily work:
1. Fully prepare and understand the order data (customer's order preparation, production process, final confirmed samples, confirmed opinions or modified data, and customer samples can be brought in special circumstances), and confirm whether the manufacturing process details in all the mastered data are unified. Unclear instructions are reported to the technical department and the business department for timely confirmation.
2. The words and deeds and attitudes of merchandisers represent the company, so when dealing with the corresponding business with various business units, we should grasp the basic principles, pay attention to proper words and deeds, and be modest and cautious. It is strictly forbidden to be aggressive to customers (or salesmen of customer companies) for any subjective or objective reasons. In the process of handling business, don't arbitrarily exceed your authority. If you have any questions, ask the company for instructions and make a decision in time.
3. Fully estimate the possible problems in the work in advance, strengthen the work accordingly, improve and refine the preliminary work, and reduce or even eliminate the possibility of their occurrence. The fundamental way is not to find problems, take full precautions in advance, grope repeatedly in the work, deal with problems in time, sum up experience, and further improve the working methods and detailed rules in the future.
Second, reflect the importance of merchandiser work
1. Documentary needs to deal with customers and orders.
2. The merchandiser is the link between the enterprise and the market, the salesperson and the customer.
3. Documentary work is very comprehensive. Other marginalized jobs: we should have the quality of salesman externally and the ability of production management internally.
4. The so-called "merchandiser" refers to the full-time personnel who follow the operation process of products (or services) according to customer orders in the process of enterprise operation, and is the central hub for mutual contact between various departments within the enterprise and between the enterprise and customers.
5. Production documents: Before the finished products are delivered to customers, follow up the production progress and goods declaration to ensure timely delivery.
6. A successful merchandiser should be competent and have the following roles or abilities: 1) Negotiator 2) Ability to cooperate with engineers; 3) Excellent interpersonal skills;
7. There are three ways for customers to place orders: telephone (oral), fax and email. Confirm the product name, specification, quantity, unit price, amount, delivery date, delivery method, unit price terms, payment method and packaging requirements.
8. When reviewing documents, the following points should be made: product name and specification, unit price and amount, quantity, delivery date, payment method, packaging method and transportation method.
9. Characteristics of birth control work: 1) Planning in advance: the efficient habit of "driving ducks to the shelves"; Gradually determine not to be perfect, and dare to adjust your plan; Some plans do the same amount of work early and late, so it is very cost-effective for us to do it early. 2) accuracy and timeliness 3) overall integrity
10. Principles to be followed and factors to be considered in making production plans: delivery date principle; Principle of customer classification; Principle of capacity balance; Principle of process flow; Work department factors; Time factor.
1 1. There are two daily dynamic data processing projects in the procurement work: one is to calculate the material requirements according to the order (this is usually called MRP- material requirements planning); The second is to convert the received information into material progress tracking.
3. Work summary: divide the work into several processes, what each process does, how to operate it, what are the successful experiences and failed lessons in the operation, and how to improve the follow-up work. What external factors affect your work in each process and how to eliminate them? 、、
Simply put, documentary works are subdivided into the following processes:
1. Accept orders and review the production capacity of our factory (together with production department, purchasing department, warehouse, technology department and other relevant departments).
2. Convert customer orders into factory production orders and arrange production.
3. Tracking materials have been put in place.
4. Understand the production progress (require the production department to provide the progress) and report to other departments.
5. Handling of abnormal situations in each working procedure
6. Difficulties encountered in handling abnormal situations and solutions (communication)
7, the influence of external factors in the work and their own problems.
8. Future work plan
4. Make your own report, and make yourself an independent person, not a person who is at a loss when encountering problems or difficulties.
The most basic requirement of documentary work is to skillfully use QQ, MSN, email and office equipment. Using these information tools, you can finish your work conveniently and quickly. My job is to make a series of export documents after the boss signs the contract with the customer. Contact the freight forwarder to book the shipping space, urge the factory to deliver the goods on time, and understand the trade terms of the goods; And fill in the contract, invoice, packing list, certificate of origin, insurance policy, etc. These documents are transmitted by Internet and fax, and factory negotiation requires telephone contact. Electronically transmit the inspection data to the inspection and quarantine institution that accepts the inspection and quarantine business, and complete the inspection and quarantine procedures for outbound goods. Electronic inspection can minimize inspection links, simplify inspection procedures and reduce the number of trips to inspection and quarantine departments.
The boss assigns tasks by e-mail. The content of the email is the purchase contract, packaging contract, foreign purchase and sale contract and contract details with the factory. The contract details specify the detailed requirements and invoice number of the goods under the contract. After receiving the contract, we will first determine the delivery time of the goods, so as to determine the shipping date, and then determine the destination port and the cif price of our export, and we will designate the shipping company; Consulting shipping. FOB importers designate freight forwarders, and usually the information of freight forwarders will be reflected in the correspondence between bosses and foreign businessmen. Contact FOB forwarder by phone, and the forwarder will return the shipping schedule at the designated port. Ordinary invoices will be sent to the forwarder in the afternoon. Then make the customs declaration contract, customs invoice, packing list and export agency agreement, and send them together with the verification form, customs declaration form and customs declaration power of attorney. A few days later, the freight forwarder sent the delivery address, and I sent the address to the factory to urge the factory to deliver the goods in time so as to change the packaging at the freight yard. Follow-up is to make insurance policy (under CIF) and certificate of origin. After receiving the scanned bill of lading, you need to send the shipping advice. According to the contract requirements, make corresponding documents, and then make commercial invoices, quality inspection certificates and packing lists; Draw a draft according to the mode of payment. About two days later, I received the original bill of lading, filled out the offshore power of attorney, and the last step was to hand over the documents to the bank. After the presentation, wait for receiving and canceling.
When I first entered the company, a sister took me into the business. She has worked in this company for more than three years. I learn from her modestly. Although I am in this line of work, I am not familiar with the business because I don't have many specific operations. Society and school are two fields. Senior sister can make me practice a lot for nothing and run a lot of roads. So society is a melting pot, and I will continue to temper my newly graduated classmates.
Because when doing a lot of things, you can't rely too much on memory, which is far from enough and easy to forget. This requires various chapters, taking the simplest chapter as an example. Long seal in Chinese and English, special seal for customs declaration, English articles, official seal, etc. For example, the inspection materials should be stamped with the red official seal, while the customs declaration materials sent to the forwarder and the presentation materials given to the customer should be stamped with the blue documents. These look short, but I must remember that for inexperienced people.
The first thing to do is to be right, to be careful and not to be distracted. Pay attention to the document format and ensure that the data is filled in correctly. Maintain alignment, standardize space, and pay attention to the beauty and neatness of documents. I always thought that as long as the data was correct, I could do anything! But in practice, paying attention to the format has given me great inspiration. In foreign trade, we not only represent enterprises, but also represent the motherland. A beautiful set of documents will leave a good impression on foreigners. So, from now on, I will do the documentation more seriously.
A merchandiser, as the name implies, is to follow the list. Stamp the certificate of origin at the commodity inspection bureau: the district state taxation bureau handles the tax bill and pays the fee: the tax refund certificate of the municipal state taxation bureau; Banks need to deal with different people in many departments when they get water charges and go to SAFE to write off foreign exchange. In addition, we should contact freight forwarders in Qingdao and Tianjin and factories in Henan. Communication and coordination are very important, and patience is also necessary. To rush the goods into the factory, because the factory is unwilling to deliver the goods in advance, it has to call repeatedly, but the factory does not answer the phone when it sees the number. It's no use playing! It will be difficult to get through and there is no reason to deliver. The freight forwarder over there asked when the goods must arrive. Alas, it seems that everything has a certain doorway! I just graduated, which is exactly what I lack in social experience. I still have a lot to learn in the future, and I will continue to work hard!
In fact, in the whole process of document production, the process of document production is only familiar. Step by step, the process will be printed in your mind, which will be much easier. This university not only does not charge tuition fees, but also pays salaries. Let's go
Experience and gains:
(1) Test the truth in practice. First of all, it must be clear that no matter what you do, you can't rely on theory alone, and you can't do it without theory. Theory is of great guiding significance to practice. If we ignore objective laws and do things unscrupulously, then practice will become passive water and a tree without roots. If you don't put the theory into practice, it will always be a sleeping theory and can't play its value. Only by integrating theory with practice and creatively applying what we have learned can we develop faster. This is especially true for international trade majors. Only in the specific operation can we deeply understand the business process under international trade.
(2) Rigorous and earnest. Documenting requires a very rigorous attitude. We must not be careless. When making specific documents, please always keep in mind the requirements of "horizontal": correct, timely, complete, concise and neat. Maybe some files are wrong and can be corrected, but some files can't tolerate any mistakes. In particular, mistakes in the amount and price will bring huge losses to enterprises, which is unbearable for individuals. Therefore, the information should not be too sloppy, and it should be carefully checked several times. Only when there are no mistakes can the document be issued, and then the document can be issued.
(3) Diligence and perseverance. I remember the teacher told us that we should learn to be a man first, do great things first, and do small things well first. So no matter where you study, you should be proactive. "Everything is difficult at the beginning." Everything is difficult at the beginning, but since you have done this business, you must stick to your own choices and be deeply involved in your own choices. You can't give up easily when you encounter difficulties. Give up casually and you will never succeed.
It is never too old to learn. When you work, you should know something, such as the dimensions and specifications of some products, the labels of packaging, weighing, cartons and inner bags, and keep abreast of international shipping prices. Trade is a foreign-related industry with high requirements in all aspects. It not only represents the personal image, but also represents the national image, so we should strengthen the cultivation of all aspects of our own quality, such as etiquette. Master professional knowledge. Professional knowledge is the basis of our trade work, and the high risk of trade work requires us to master professional knowledge skillfully. In addition, English is very useful at work, and all the materials that need to contact customers are closely related to English. When books are used, our hatred will decrease. We regard the company as the second school and continue our studies.
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