ITEMS TO BE DONE TO ENSURE READY FOR DISASTER

ITEM

FREQUENCY

PERSON RESPONSIBLE

Copy rep list to F:/SALES/DISASTER

Sales manual
Price list for MD and XR
Ship Reports
Syteline Reusable notes
Sales Employee contact info
Example of quote, PO, BOL, and order ack

1X PER MONTH
1X PER MONTH
1X PER MONTH
2X PER WEEK
2X PER YEAR
4X PER YEAR
2X PER YEAR

GERI FOLEY
GERI FOLEY
GERI FOLEY
CHRISTINA HOLLISTER
GERI FOLEY
GERI FOLEY
GERI FOLEY

Letterhead template
Freight contact info

2X PER YEAR
4X PER YEAR

GERI FOLEY
GERI FOLEY

ACTION ITEMS NEEDED TO BE DONE NOW

ACTION

DATE NEEDED ASSIGNED COMPLETED

get email box create called "to be doc tracked

quotes" - sales engineers would send word
documents here for later retrieval - also storage
for quotes created
Set of instructions/flow charts on the process
Add customer phone, street address, and $
amount to each line item on the ship report that
is sent to the reps 2X per week
Laps tops for Roy Wiley and Jessica Gonzalez
Create word template which has our logo
Scan blank BOL to "c" drive
create a cheat sheet that shows order things
should go for example get cust list, email reps for
copies of any quotes, orders they have placed in
past few weeks- communicate any email
addresses' etc

MANUAL PLACEMENT OF PO'S TO UK

1.
2.
3.
4.
5.

create a word document

PO's would have new numbering to keep track for later input
when creating PO email to UK with copy to accounting so they can pay UK and copy to receiving so they can receive unit
save these new PO's in "c" for later referral if no servers available.
if change to PO then pull up original PO and insert new date with Rev A, B, C, etc.