PRONOVA

PRICING AND STOCK CONTROL

  • Check monthly stock with Pumptec and AEI
  • Stock take - monthly/ twice a month?
  • Check supplier pricing
  • Zoho plugin for woocommerce

SALES

Calls, Walking, E-mails

  • Grammar
  • Response time
  • Technical
  • Consolidate e-mail

Existing / recurring customers

  • Zoho customer portal
  • New order
    Monthly statements automated
    Check payments and mark as paid

Flow 'n Go

  • incoming sale e-mail needs to be consolidated with other sales e-mails
  • Follow up e-mail to be sent by packing with tracking link
  • Review e-mail (woocommerce plugin or manual process?)

TAKEALOT

  • Irene
  • Product culling and refinement

ORDER PROCESSING

  • Payment received
  • Print invoice
  • Pick and pack
  • Book courier - Measure and weigh
  • Send e-mail notice to customer

PROCUREMENT

Local Stock

  • Irene to notify so stock can be ordered
  • Create PO First

Consumables - Claudia

  • Irene to notify so stock can be ordered

Imports - Bryce

ADMIN

Recording expenses

  • Recurring expenses (Fixed)
    • Salaries
    • Telkom LTE
    • Telkom Bryce Cell
    • Spotify
    • Rain
    • Switchtel fixed fee
  • Recurring expenses (Variable)
    • JHI
    • Afrihost
    • Cloud Fusion
    • Domains
    • Bank charges
    • Fuel
    • Takealot

Recording purchases
ADHOC Purchases

  • Raw material inventory
    • DIY bottles,
    • caps,
    • clamps,
    • valve
    • core removers,
    • hosing
  • Stationary
    • paper,
    • printer ink,
    • tape,
    • packing roll,
    • takealot labels,
    • glue sticks,
    • header cards,
    • DIY stickers,
    • sealant labels,
    • brochures
  • Staff refreshments
    • water,
    • tea,
    • coffee,
    • sugar
  • Toilet paper
  • Cleaning chemicals
  • Chaimberlains
  • Builders

Recording incomes

  • Record daily as the payment comes in
  • Record payments for credit customers on a monthly basis before statements gets sent. (Assign task)

Digital & Physical Record Keeping - Claudia

  • HR
  • Sales & marketing
  • Product collateral
  • Suppliers
  • Financials
  • Company documents
  • Physical (Paper work filing)

Profit tracking

  • Record transactions
    • Invoice number
    • Total cost of sale
    • Total revenue from sale
    • Profit
  • Takealot & other platforms
  • Done on a monthly basic done in excel

STB SARB import submissions - Bryce

  • Create offline PO to supplier
  • Process payment
  • Submit APN to SARS in efiling
  • Submit extension letters if stock later than 3 months
  • Receive import docs from Spherical with SAD500, BoL, Invoice
  • Submit above import docs to Std Bank
  • Calculate landed costs using invoices
  • Record incoming stock into ZOHO (Create PO with landed costs - POsting into Spherical creditors and supplier ledger)

Statement sending - Claudia

  • make sure payments are recorded
  • Send statements through system at end of month

Creditor and account payments - Bryce

  • Matus
  • JHI
  • Ezi-action
  • Spherical
  • Dawn Wing
  • Ozow

click to edit

Takealot Invoices

  • Claudia