INTRODUCTION TO PROCEDURES FOR SALES EXECUTIVES
 

Delegated Staff:  Sales Executives, Sales Manager & Hr Administrator

1.  This procedure is applicable and applies to a new or existing Sales Executive.

2.  The Induction Manual & applicable forms are printed by the HR Administrator & handed to the new Sales Executives to complete.

3. Once the Induction manual has been signed it is handed back to HR.

4. If it is not clear to the sales Executives then they are welcome to approach the Sales manager for Assistance.

5. The above manual contains a paper trail (Sales Documentation as listed below) and is therefore updated on a regular basis by the  Sales Executives and is presented to the Sales Manager on his request

SALES DOCUMENTATION

Once a Sale or Rental Transaction has been concluded with a prospect the following procedure for the paper trail by the sales executive, is as follows:

a) .A document control sleeve must be completed and the client’s company stamp struck thereon, if such stamp be available. 

b)  The Credit Application Form must be completed for both cash sales and contract transactions. (This allows for debtors department to open an account in respect of meter billing, consumables sales and technical servicing.)

c) The Landlord Details and Insurance Details are to be recorded for contract transactions.

d) The Pre Installation Form / Post Installation Form is to be completed and any special instructions to be recorded in the “Other” section. If any additional space for information is required, record such information on the back page of the installation form, and refer to it (P.T.O). Configurations and IT requirements are vital for the Technical Department to do a professional and a complete installation.

e) The Delivery Receipt attached to the installation form must be completed, signed and witnessed as required.

f) The Continuous Service Agreement (CSA) In the event of the client not requiring such contract, then it must be struck with the words “cancelled” as well as the client’s signature and company stamp if available.

g) Standard procedure will be the signing of a Nashua in House Rental Contract by the client including all signatures, resolutions, sureties and relevant company detail.

h) The document checklist in sleeve must be ticked, indicating that the relevant required documentation as indicated is in the sleeve is enclosed.

The Document Control Sleeve is then with its entire contents submitted to Sales Support for processing and forwarding.


Document Retention List