Document data

During the production of orders, merchandisers need to organize a lot of information. There will be a large amount of documents from the time the customer is contacted until the customer orders.

First, the basic data of customers

The organization of basic customer data is mainly for the establishment of an information file for each customer. The basic content is described in the "Customer Maintenance" section.

Second, the sample data

1, color pattern finishing

Samples of finished fabrics should be affixed to the prescribed form (such as the company's color sample card manual), and the color code, color name, serial number, and sample date should be marked according to the sample proof. All color cards should be numbered and discharged chronologically so that they can be reviewed at any time in the future. The color model cards are properly kept and the textiles appear faded, wet or moldy. It is also necessary to periodically clean out obsolete fabric samples and seal unused templates for disposal or disposal to free up folders and space for new fabric samples.

2, the customer as it is

The customer's original sample (including hand-feel samples and quality samples) should be properly kept. The general company should arrange the products in a certain order and be kept by the sample administrator and returned to the customer as required. In general, however, the merchandisers should be electronically archived as they need to be returned so that they can be searched in the future.

3, sample finishing

Samples made according to customer requirements, especially samples confirmed by customers, are generally required in duplicate, one for the customer and the other for the sample. Both samples are dated for easy search. The general company has a sample library, and the remaining samples for development are given to the sample library administrator for unified management. However, it is necessary for the merchandiser to number the samples and record the time. In particular, the samples confirmed by the most total customers must be properly kept so that the required suitability can be found successfully.

Third, the order data

1, price data consolidation

The merchandiser should record in detail the quote data generated during the customer quote process. Including time, quotation basis, customer feedback, change price date and final confirmation price. The specific quotation content should be based on the specific circumstances of each company.

Any price change in the process of consultation with the customer needs to be reflected in the above price list, which is convenient for the merchandiser to organize the data and facilitate the merchandiser to control the profit.

2, ordering

For orders placed by customers, merchandisers should be properly sorted out, and they are categorized according to different customers in a special order folder and arranged in the order in which they are received. For customers with many orders, they can also be classified according to the type of fabric, such as ordinary fabrics, jacquard fabrics and special treatment fabrics.

Fourth, important mail finishing

During the order generation period, the foreign trade merchandiser will have a lot of emails with the customer. For important mails, the merchandiser will need to print out the paper for archiving. The more important emails are as follows.

(1) E-mails on prices, in particular emails where the parties confirm prices and payment terms.

(2) Confirmation opinions on sample quality, color, etc.

(3) Mail for confirmation of delivery.

(4) Mail about company address, company bank and related contacts.

Common problems and handling

The order generation period involves a lot of work, such as sample development, quotation, and implementation of contracts. In practical work, it is necessary to calmly solve the problems that they face, and it is necessary for the mercenaries to continuously accumulate work experience, and also to learn from the experience of others.

I. Problems and Treatments in the Process of Sample Development and Delivery

1. The color sample has not been confirmed by the customer

After the merchandiser submitted the color sample to the customer, he got a veto result. This is a common situation. Each customer attaches great importance to the color sample, because the color sample to win or not, a direct reflection of the production company's technical capabilities. Therefore, merchandisers need to check the color of the color sample before sending it. When checking, it is necessary to pay attention to whether the selected color light source meets the requirements of the customer, and at the same time, pay attention to whether the light source is stable when color is used.