Customer payments will always be paid to our Hong Kong bank accounts (HSBC/ Citibank), never to China.
1. When the Distributor sends the bank transaction slip of a payment, Salesperson must save the slip in the PAYMENT BY CLIENTS folder of the order. Create a folder named “Client bank slips” and save there.
2. Send a task in SO chatter to Accounting Manager and Sales Manager to check the bank details of the bank transaction slip. Attach link of where the payment slip is saved in the server.
3. When the payment has been received, the Accounting Manager will send the task to the Salesperson. Accounting will inform if there is a remaining balance amount.
4. The Accounting Manager will send the PAYMENT RECEIPT email to the Customer.
5. Salesperson will send the following tasks:
• Purchasing Dept.: Informs we have received the Customer’s payment and to move forward with the PO, upload renegotiated prices and provide CBM.
Note: Salesperson must prepare the OPD prior to the signing of PO with vendors and inform Purchasing Dept. by sending a task.
• Designer: prepare the mockup designs for the order.
