📄 Oparations

Oparations





  • How to book the stock - Emma
    • as long as create a sales order (add a tag)  

  • How to send Stock Notifications to Sales team if they need to know when will the stock available - Add a Follower Emma/porty
  • How to do an analysis on Expiring items - Items expired in one month report - EMMA
  • How to Mange Supplier Request - Emma
    • How to do a Price Change -Emma
    • Supplier price change 
      • Filter the items 
      • Update the price 
      • Give a date when the price is going to updated
    • Customer Price update 
      • Create Email notification 
      • Setup price update time 
      • If there any issue use price list creates a ticket

  • Add Tag
    • Allocate a PO type (Tag) porty 
    • Allocate a SO type (Tag) porty
SO / PO Order Issue - Porty
  • We need to log Order Errors 
    • Driver Issue
    • Issue with the Iteam 
    • Wrong Invoice 
    • Damage Item
    • Missing Item
    • Short Shelf Life
  • How to get Customer Feedback
    • suppliers 
    • customers
  • Items Discontinue 
  • Price Update 
  • New Product 


Delivery Box to Palate Managment 
  • Supplier and Customer Weight + Size and Order Requirement 
  • Supplier Order Rules
Need to have 8 week forecast  ​
  • How can a person find our order turnaround time (Supplier + Items)
  • Velocity
  • Seasonal Order create 


How to do Sample Order - Porty
  • How to Manage Sample Order Process
  • Barcode Managment - Dispatching and Receiving Item 
  • Allocate box for Sample ->
  • Do a SOP for Warehouse Team


Rebate Process 
  • Register the Promo
    • what is the promo
    • who is giving 
      • Brand or Happy Green
    • Plan the Marketing 
    • After the Sales -> export the sales
      • Allocate Credit to Customers (invoice or Cashback)
      • Ask Credit from Suppliers