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Delegated Staff:
Sales
Managers,
Finance Manager,
Sales Reps,
Sales Coordinator
and
Sales Support.
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When the Sales
Representative asks for upgrade information of client, the
Sales Coordinator will get authorisation from the Sales Manager, print the Contract Information from the AS400 and
give it to the Sales Manager or Sales Rep to include
outstanding settlement in quote and to add all the details on the
installation form for the machine to be collected.
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The
Sales
Support prepares
a new quote for the client.
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If
client accepts the quote Sales Rep handles this as a normal sale.
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If
client requests a formal settlement and does not want to upgrade,
the Sales
Coordinator
completes a
Settlement Advice Form.(Clients
official settlement request on letterhead or e-mail to be
attached/filed)
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The Sales
Coordinator
hands the completed form to the Sales
Manager
or Finance Manager
for signature.
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Sales
Coordinator
gives the signed form to the relevant Sales Rep to personally give
the form to the client to try to convince them to stay with Nashua.
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If
client refuses to stay
and to pay the money into Nashua Limpopo's bank account, the Sales
coordinator will invoice the
client
and give the neccessary information through to the Financial Manager
via e-mail to pay the settlement at the finance house..
Document Retention
List
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