GUIDE FOR SYDNEY JJ SALES DEALING WITH ADMIN/ACCOUNTS -UPDATED JULY 14/7/15

GUIDE FOR SYDNEY JJ SALES DEALING WITH ADMIN/ACCOUNTS -UPDATED JULY 14/7/15

Its import  we all work together we all have a job to do

 

If you get query from accounts

Do something about these requests ,

they are trying to collect the money so we can get paid ,this pay is used for wages

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KPI- Unless noted otherwise is that you will ACTION the request within 24 hours

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Be clear with your communication response and your requests

WHO

WHAT

WHEN

WHERE 

WHY

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Accounts generally needs to know whats going to happen , i.e “ ill sort it “ is not an acceptable response

------------------------------------------------------------------------------------------------------Accounts admin cant make “the business call “

i.e its lost in transit so do we still get them to pay or do we do a credit – that’s the salespersons call

if your not sure ask someone to help ,get it done /send sales manager an email ,happy to assist here

not happy to sort out your mess later cause you just didn’t do it /ignored it /wouldn’t finish it

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don’t just credit items because that’s the easy thing to do ,these are $$$

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To avoid issues ,action them when they occur ,don’t sweep them under the carpet or have the paperwork floating around on your desk

if someone’s says they have part to return to a RMA and do it properly ,add the notes so it will be credited/actioned properly

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The definition of a SALE is that we get paid ,its not a sale till we get the money

If its your sale you are responsible to get it sorted