Documentary work content

I. Definition of merchandiser: (What is a merchandiser? )

Documentary Handler merchandiser refers to a full-time person who tracks products and services according to customer orders during the operation of an enterprise. Everyone who works around the order and is responsible for the delivery date is a merchandiser.

Second; Definition of documentary work:

Documentary documents widely exist in order-making enterprises and import and export foreign trade enterprises. The nature and characteristics of merchandiser's work vary with the scale and nature of the enterprise, but generally speaking, merchandiser exists as a business merchandiser and a production merchandiser.

1. Business Documentary: Follow up with customers. In particular, people who have been interested in our products will follow up. A series of activities aimed at concluding transactions and signing contracts. Call a salesperson or business assistant.

2. Production documents: orders received according to production arrangements. Follow up the production progress and deliver the goods to customers on time. Internal telephone: business manager or production supervisor or assistant to the general manager. Whether it is a merchandiser in a foreign trade company or a merchandiser in a factory or enterprise, their basic duties are all determined by? Business documentary? And then what? Making a documentary? It consists of two parts.

Third; Work direction of merchandiser: (nature of work)

The merchandiser is a salesman. His job is not only to passively accept orders, but also to actively carry out business development, target customers to implement sales follow-up, with orders as the goal, not just to carry out business documentary. Therefore, the merchandiser should:

(1) Finding customers: Find new customers through various channels and follow old customers.

(2) Set targets: major customers and customers to be developed. Our work focuses on key points and allocated working hours.

(3) Information dissemination: the dissemination of enterprise product information.

(4) Selling products: for the purpose of obtaining orders, actively contacting customers and displaying products.

(5) Providing services: after-sales service for customers' products and services.

(6) Collecting information: collecting market information and conducting market research.

(7) Product distribution: When the product is in short supply, it should be distributed to major customers first.

The merchandiser is a business assistant; The merchandiser often plays the role of assistant to the business manager, who assists the business manager in receiving, managing and following up customers. Therefore, the merchandiser should:

Reply (1) letter:

(2) Calculate the quotation

(3) Check and sign the form

(4) Fill in the reconciliation form

(5) Classification, sending and registration of samples

(6) Customer file management

(7) Customer reception

(8) Handling matters assigned by supervisors.

(9) Business contact with relevant departments

The merchandiser is the coordinator: the merchandiser tracks the delivery of products ordered by customers, that is, tracks production. The focus of tracking is production progress, goods declaration and shipment.

Therefore, in a small enterprise, the merchandiser holds several positions, not only in the back office, but also as a production planner, material controller and possibly a buyer. In large enterprises, on behalf of the business department of the enterprise, urge the manufacturing department to ask for goods and follow up the delivery.

Fourth; Job characteristics of merchandiser

The work of merchandiser involves almost every link of the enterprise, from sales, production, materials, finance, personnel to general affairs. Features: complex and comprehensive.

1. Great responsibility. The work of merchandisers is based on orders and customers, because orders are the life of enterprises and customers are the gods of enterprises. Losing orders and customers will endanger the survival of enterprises. It is a great responsibility to make orders and do the work of customers.

2. Communication and coordination: The work of the merchandiser involves various departments. The work of merchandisers and customers, planning departments, production departments and many other departments is a kind of communication and coordination. They all communicate with people on the premise of completing the order. Communication and coordination skills are particularly important.

3. Do a good job of customer suggestions: the merchandiser has a lot of customer information and is familiar with their needs. At the same time, I also know the production situation of the factory, and I can make comments on customers' orders to facilitate customers to place orders.

4. The pace of work is changeable and fast: the customers we face come from all corners of the country, and their working methods, schedules and work rhythms are different. Therefore, the working rhythm of follow-up should be variable. In addition, the needs of customers are diverse. Sometimes the customer's order is not large, but it needs to be delivered in time. This requires the efficiency of external documentary to be fast.

5. Work comprehensiveness: The work of the merchandiser involves all departments of the enterprise, which determines the comprehensiveness of its work. External implementation is the responsibility of the sales staff. Internally, it is the coordination of production management. Therefore, the merchandiser must be familiar with the practice of import and export trade and the production and operation process of the factory.

Five; The leading consciousness of salesman;

What is the dominant consciousness? It is the concept of the whole. You should have a deep understanding of the environment, the tasks you undertake and the results you produce, so that you will have a strong sense of dominance when doing your work. For example, in a football team, every player has his own position, but if he only cares about his own position, it must be a very poor team. This requires an overall concept: either lose the ball or attack, beat the opponent and score. As a salesman, so is sales. It doesn't mean that I will be fine if I place an order. How did you produce it? When will it be finished? What about the product? It's none of my business, then you can't be a merchandiser. You have no sense of dominance. Responsibility: overall awareness, sense of responsibility, and responsibility for everything. Well done: have the means and ideas, and have the ability to solve problems when encountering problems. Effective: efficient and effective. The goal to be achieved: all work takes the final result and the final goal as our guiding ideology. If it fails in the end, there is nothing to say. In short, you should have a big goal in mind and a global concept. Everyone's work is just a link in the whole work chain. Instead of judging by someone or a department. Therefore, at work, you should treat others (people involved in the work) as your subordinates. Not that you are a leader, but that you give them tasks, clear goals and provide conditions. Your goal is clear: to be responsible for the final result.

Six; Quality requirements of merchandisers

(Training of merchandisers) The nature and characteristics of merchandisers' work determine the quality requirements of their employment:

(1) analytical ability. Analyze the characteristics of customers and the price composition of products to facilitate quotation.

(2) predictive ability. It can predict the demand of customers, the production capacity and material supply of enterprises, and facilitate the arrangement of receiving orders, production and delivery.

(3) expressive ability. Good at communicating with customers in words and language.

(4) professional knowledge. Be familiar with the products you ordered. Understand the characteristics, sources and components of raw materials. Understand the characteristics, style and quality of products. Easy to communicate with customers and production personnel.

(5) the ability to cooperate with others. Work with people from all departments to make them fulfill customer orders consciously.

(6) the ability to deal with interpersonal relationships. Handle the relationship with customers, superiors, colleagues and other units. Finish what you want to do through them.

(7) Legal knowledge. Understand contract law, negotiable instrument law, economic law and other legal knowledge related to document work. Know the law, abide by the law, understand the law and use it.

(8) negotiation ability. Eloquence and skill.

(9) management and marketing capabilities. A master of external sales. Internal management experts.

(10) Logistics knowledge. Knowledge of transportation, loading and unloading, warehousing, distribution and customs declaration.

7. Work content, knowledge and skill requirements of merchandisers

The work of the merchandiser mainly includes: foreign trade business documents, material procurement documents, production process documents, cargo transportation documents and customer contact tracking (customer reception).

1. Documentary export goods; (foreign trade business follow-up) Understand the basic knowledge of foreign trade: (negotiation, quotation, taking orders, signing contracts, etc. ). Basic foreign languages and communications.

2. Procurement of documents and materials. (Business follow-up) Understand marketing and products. (Material, performance, use and maintenance)

3. Documentary production process (follow-up of production progress) Understand production, management and communication.

4. Cargo transport documents (shipment tracking) cargo transport knowledge, (means of transport, methods, cabinets) and customs declaration knowledge.

5. Customer contact tracking (customer reception): Understand customer management and international etiquette knowledge.

Eight. The importance of documentary work:

The survival and development of enterprises are based on orders. Archives work is the main lifeline and management commanding height of enterprises. As a follower of orders, the work of the merchandiser spans every link of enterprise operation. It is the central area and bridge between various departments, enterprises and customers, and it is the window and portal of an enterprise. Merchandiser: external: business departments (domestic and foreign trade departments), customers (domestic and foreign customers, foreign trade companies and middlemen), transportation (sea transportation, air transportation, automobile transportation, railway transportation, containers and express delivery companies), government/finance (customs, silver alley, taxation, commodity inspection and insurance), and internal: plans/materials (production plans, materials). Valuation, product standards) Finance/Treasury (delivery control, finished product warehouse, accurate quotation, packaging protection, exchange rate settlement) Administration Department (delivery, release, customs declaration, delivery) Customer order processing center Production Department Production Planning Purchasing Department (inventory inquiry) (delivery voucher) Supplier warehousing production conversion warehouse delivery.

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