Frequently asked questions in sales links
1. Customer files, credit status, settlement terms and payment methods have not been filed.
2. The management of reconciliation, invoicing and payment tracking after sales delivery depends on the data provided by the Finance Department.
Customer loan tracking ledger has not been established by itself. (The ledger can be managed by the system)
3. Sales price management: the sales price of products in the system is rather chaotic, and the sales price must be checked with the statement every time, which takes up time but is inefficient and the sales data is not accurate.
4. Sales delivery limit: In view of the problem of overdue customer delivery, the approval authority and process are not clear, sales urge delivery, and financial audit affects sales business from the perspective of accounts receivable recovery risk.
5. Overseas customers make small payments for many times, and the company bears the handling fee cost as high as 13%.
Improvement scheme of sales link problems
1. When confirming the product price and customer information, the salesperson is required to confirm and maintain the product sales price and customer settlement information of the ERP system.
2. Sales collection can not only rely on finance to establish and track the data of accounts receivable. Sales staff should manage the integration of customer sales on one line, and open the authority of sales staff to manage accounts receivable in the system.
3. The sales department tracks the sales order-sales delivery-reconciliation-payment, and cooperates with the finance to supervise and manage by two lines to ensure the complete recovery of accounts receivable.
4. Approve overdue customer delivery, establish financial delivery approval authority, and take special sales approval process when abnormal delivery occurs. For example, if the payment is overdue 15 days, 65,438+million yuan will be approved by the manager, and more than 65,438+million yuan will be approved by the general manager.
5. The sales department communicates with the customer the cost of paying the commission, and for the contract with high commission, the quotation is raised or the payer is required to bear the cost.