Delegated Staff:

All Departments / Delegated Staff: Filing Clerk, Sales Co-Ord, Sales Support, Warehouse Manager, Drivers, Credit Controllers, Consumable Reps / staff.   

SALES

1.  Sales Support type all quotes and save to Laserfiche.

2.  If Sales Rep typed his own quote – they will email quote to Sales Support to save to Laserfiche.

WAREHOUSE

1.  Warehouse Manager checks to receive all signed POD’s back from Drivers after delivery. (including walk-in clients.

2.  Warehouse Manager scans & file POD’s to Laserfiche.

3.  Originals given to Filing Clerk for Filing & Storage.

ADMIN

1.  All Admin / Finance staff hands doc’s (Client correspondence) to Filing Clerk .

2.  Filing Clerk scans & stores documents to Laserfiche.

3.  Originals to be filed & stored in client file.

CONSUMABLES

1.  All documents / quotes to be scanned & stored to Laserfiche.

2.  Originals to be filed & stored by Consumable reps / staff.

CONTRACTS

1.  Filing Clerk receives original contracts from Sales Co-Ord.

2.  Filing Clerk scan & file documents to Laserfiche.

3.  Originals to be filed & stored in client files.