VIKING SALES CYCLE
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      1. TEAM HELP
      2. VIKING SALES CYCLE

      8. Workshop

      • Equipment is delivered to Workshop
      • Google Docs Stock Receiving Form filled by Workshop Manager
      • Purchasing officer to receipt stock into WorkGuru and generate Assets
      • Operations Support Team to allocate Asset to project and change Asset owner
      • Workshop Manager to allocate a production slot and print out project brief (Production meeting)
      • Sales Rep to update customer
      • Technician to enter labour hours in WorkGuru for each Project task
      • Technician to flag job as ‘complete’ to Workshop Manager
      • QA checks to be completed on equipment and signed off by Workshop Manager
      • Workshop Manager to provide complete project to Operations Support Team
      • Operations Support Team to draft invoice the customer and send to Operations Manager
      • Operations Manager to confirm invoice on a monthly basis (at least)
      • If it is a set PO, then Operations Support Team will issue invoice to customer
        • Follow invoicing process set by Regional Manager
      • Check with Accounts that goods can be released
      • Freight Manager to despatch to customer
      • Delivery docket to be created by Freight Manager
      • Freight Manager to update Sales Rep
      • Sales Rep to update customer on ETA
      • Freight Manager to provide a Proof of Delivery to customer
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