Refer to the following Asana section: https://app.asana.com/0/NewCustomerRegistration
1. Customer Contract Preparation
- Wholesale dept must make sure the contract signed off by both parties and pass to Account dept to filing purpose. Files path Y:\Wholesale 2\07 File Templates\Contract Template
- Operation will provide the check list of handling our consignment product.
- Do not label price sticker on our product
- Exchange of barcode data with customer
- Monthly stock movement report
- Fill up the NEW WHOLESALE MARKET INFORMATION form and please save at the below files path according to respective customer path Path Y:\Wholesale 2\02 Sales Order\01 Consignment
- Form template save at path W:\Wholesale 2\05 File Templates\New Wholesale Account Form Template
- Account Dept need to check on company search if any.
- Operation/IT Dept will setup the customer detail in XES and share detail of customer in Asana to inform buying, warehouse and account department after creation of customer
- Buyer and IT Dept to use to share and notify each other in Asana as per following format
2. Set up of customer code in XES System
Hi Erlan,
Usually i will fill up the Whole Sale form (Share From Tai), after fill up all i will email to Tai & Yvonne. The hard copy will pass it to Yvonne too.
I think the information should email out from either Tai or Yvonne to respective dept.Cause some of the information should not share to other dept example like Trade Margin, Payment Terms.
KT, this comment one would need further discussion