Creating and updating All Products Ordered Excel Sheet

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The All Products Ordered excel sheet is a document the Salesperson will prepare for each Customer. This document will contain every product the Customer has ordered with the details of each product, the order numbers the products were ordered, comments and the registered factory for each product if it was registered. Salesperson must check this document while preparing the SO table for a quotation as there may be comments or quality issues that need to be rectified for the order.

Creating the All Products Ordered excel sheet

For new Customers, Salesperson will create the APO excel sheet when closing the order.

1. Locate the APO template in the ‘OTHERS’ folder in the ‘AdvaCare Distributors Cloud Server’ under the Customer folder. Replace the ‘XXX’ with the Customer Code.

2. Fill each column according to the header. The information should be according to the product and packaging description in the SO. The pictures will be taken from the QC photos.

• PICTURE: finished product picture taken from QC Packaging.
• PRODUCT CODE: according to the product code in Odoo
• BRAND NAME: the brand name of the product. If the product does not have a brand name, should be the product range brand name (Ex: AccuQuik, AdvaMate, StayDry, etc.).
• PRODUCT NAME: [product code] Product Name
• FORM: form of the product (tablet, capsule, injection, powder for injection, syrup, etc.)
• DOSAGE: dosage of the product. For medical devices, input the specifications.
• PACKAGING: packaging
• ORDER #: SO# (vendor name)
• CATEGORY: category of product
• COMMENTS: any important information related to the product (quality issues, complaints from Customer, changes, special requirements, etc.)
• REGISTERED VENDOR: vendor the product is registered with. If not registered, put N/A.

Updating the All Products Ordered excel sheet

The APO excel sheet is part of the Closing Order SOP. Follow the same procedure as step 2 of Creating the All Products Ordered excel sheet for each order.

Note 1: The APO EXCEL MUST BE SAVED AS A GOOGLE SHEET TO AVOID POSSIBLE FILE LOSS.
Note 2: The Comment column is to be updated anytime. For example, if the Customer informs Salesperson of any issue or comment of a product, Salesperson should immediately note this in the APO excel sheet to record for future orders.
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