Payment Slip Received from Customer

| 1 minute

Customers will provide the bank payment slip after payment has been made, often there is some time between the receipt of the slip and actual payment receipt. Once this slip has been received, BD Salesperson needs to do a few things as follows:

CREATING THE ORDER FOLDER

1. Open the link in the server:

Z:\Shared drives\AdvaCare Cloud Server\Orders\”Open Orders XXXX”

2. Copy and paste the Template folder “(000) SO# - Client Code - Country – Sales”.
3. Rename the folder following the same format.

4. Save the Payment Slip received from the Customer under the subfolder with the file name:

PAYMENT CONDITION - PAYMENTS MADE BY CLIENTS

Name: XX% Down Payment Slip

5. Copy and paste all PIs and SCs from the RFQ folder into the SALES CONTRACT folder.

CREATING DISTRIBUTOR FOLDER

The following is applicable for New Customers, for newly ordering Registration Customers, skip steps 1-3

1. Open the link in the server:

Z:\Shared drives\AdvaCare Distributors Control

2. Copy and paste the Template folder “1) Distributors Template”.

3. Rename the folder following this format:

[CUSTOMER CODE] - [CUSTOMER COMPANY NAME] - [Country] (P; C; [BD Person Name])

eg. PHD - Phal Heng (Cambodia) Co., Ltd. - Cambodia (P; - C; Vina)

4. Copy and paste any files related to the Customer from the RFQ folder to the Distributor folder. Depending on the type of documents, they are to be saved under:
• Company Profile/Presentation: DOCUMENTS FROM CLIENT folder
• Registration related documents: REGISTRATION DOCUMENTS - Registration Information from Client folder
• Others: DOCUMENTS FROM CLIENT folder

INFORMING ACCOUNTING DEPT.

1. Open the SO page.
2. Send a task to Accounting Dept. to inform that payment slip has been received together with the location of the saved payment slip.

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