Training Programme for Commercial

Assistants.
OBJECTIVE
The objective of this training is to familiarize CA’s with
operational task that they need to perform as part of
their daily activities in order to enhance their efficiency
on the job.

It’s secondary objective is to streamline the ways of

working in such a way that daily routines are completed
in a timely manner and identified issues closed off.
 Programme Outline
Sales

Confirm inflow from customers before SK releases stock
Sightteller used for posting by SK
Use the AU2(daily transaction by MB) and A3(sales and payment) report for confirmation of

payments


Confirm security checks on stock issued out and ensure the
stock movement register is updated by the security men.
Check the stock movement register before stock leaves the depot.
Use the L4(Stock balance) report to verify that stock is posted to the correct customer account on

Navision.


Ensures that stock returns are posted to respective reps
account on Navision.
reviewthe AU2(daily transaction by MB) AND L4(Stock balance) reports to verify that returns are
posted on Navision
Outline continued

Maintain a register of P4P cheques by wholesalers in all
locations and retrieve same after it’s been utilized.

Ensures that promo documents are signed by both
GBNL and BAT Area Managers by liaising with the
AM’s.
The signed promo documents should be sent to H/O(accounts).


Confirm that DSS load out process is strictly observed
in all locations.
Review the AU2 and L4 reports to identify variances in load out and uncleared GIT.
Follow up with RLM on reasons for stock hanging in GIT.

Follow up with SK on reasons for variances and ensure that correct posting is done .


Confirm that mobile trader tool is being used by Reps
on a weekly basis.
Reviewthe S5(DSS Rep/van sales and expenses) report. By looking at the S5 report, you can
confirm whether the mobile trader tool is being used.
Outline continued
Logistics
Posting of stock receipts and issues
 Review the L4(stock balance by SKU by location) & L6(supply chain)reports to ensure that
all stock transfers, issues and returns are posted on Navision.

Confirm that damaged stock information is sent to

NSC/ASC/CFO
 Confirm damaged stock from SK.
 Make a listing per SKU, verify it physically and send the report to NSC/ASC/CFO

Monitor and ensure that rents are renewed and

tenancy agreement completed and inform RLM
within one week.
 Obtain a copy of tenancy agreement from RLM to ensure that rents are renewed
accordingly.
 Maintain an excel file to show Monthly rental amortization. This will guide you as to when
rent will be due for renewal.
Outline cont
Accounts/finance
 Ensure the reconciliation of sales payment on daily basis by
liaising with HO reconciliators.
 Use the A1(Bank reconciliation) report to verify the extent of reconcilaition
 Use the A3(Sales & payment) report in combination with the A1 report to identify unreconclied
entries in Bank accounts.
 Liaise with reconciliators to close out outstanding entries.

 Review fixed asset register report to ensure that

bikes/vans/cars are assigned to the appropriate users on
Navision.
 Use the A3(Sales and payment) report to confirm that all reps are assigned to a motor
bike/van and equally verify that the location linked to each vehicle is appropriate.
 Review the A8(Fixed Asset Dep) report to ensure that all motor bikes, vans and cars are
assigned to the relevant location.

ERP/IT
 Understand the load out process
 Stock receipt, issues, returns and payments
Stock receipt on Navision
Launch Navsion

Click on finance

Stock Reception

 Select by from vendor No

Go to the lines and fill all relevant areas.

Click on posting post