Process

Purchase - Return/Purchase Entry in Excel with scheme & GST and Purchase Entry in Software - Add
party to Add new Customer in the APP/Select party for existing Customer - Sales Order via App - Invoice
generation - Order Confirmation - Delivery Plan & Delivery - Collection & respective Data Entry in the
App

Roles & Responsibilities

Evening Task

Map shops to Executive via DMS.

Cash management via App.

Tomorrow Delivery Confirmation & Delivery sheet.

Data Update & Management.

Delivery Confirmed & Unconfirmed MIS

Today Collections, Overdue & overall Pending Inflow MIS

Today Sales & Overall Sales MIS

Morning Task

Pricing Confirmation MIS & Update in Application

Cheque Details MIS

Unconfirmed Customer Confirmation with respective Sales Executive.

Dispatch

Collection & Overdue MIS

Stock Status Report

Live Stock & Stocks in App validation

Waycool Pending Credit MIS

Cashflow Balance sheet

SALES MANAGER R&R

 Target Meeting & Review Meeting

 Daily Sales & Overall sales Vs Target MIS
 Daily Collection & Overall Collection Vs DL
 3 Hours Sales performance MIS
 Overall Customer-wise sales data management (Customer Data, Total sales history & respective
value)
 Overall Customer-wise collections data management (Overall Payment date & TAT, Cash/Online,
Overall Collection score)
 Daily Field Audit on Field Sales, Sales Process & Collection.