Report

Print all orders

Start

Add to Cart (Bayong) from Store Sta. Cruz

A. Read & Compare the Brand, Size, Description, Ref code & Price base on the print out and the actual product.

B. Proper handling of product to avoid any damage.

Order to supplier

Segregate Bayong

Incomplete

Complete

*Local supplier (Ordering Local Stock GC)
*Cainta (Ordering Local Stock GC)
*Kulay (Kulay Repack GC)
*Production (Production Canvas)
*Request Stock from branches (Ordering Local Stock GC) –Schedule for transfer

Proceed to Stage 2

 

Update Status

Stage 1


Costumer Initial Status

Order Being Processed

(In-store Pick up)

 

Check & Analyze

A. Address – Contact the customer if the address   is far from Store Branches location.
If pick-up is Confirmed by customer;
*Send/Viber (instore pick-up & transfer GC) details of pick-up to store branches.

B. Check all messages from Presta, Text, Viber, FB, and IG & Gmail for customer instruction or additional order.

C. Customer Note/Message - Customize canvas or other instructions.

*for customized canvas ask 50% down payment

D. On “PRIVATE NOTE” Be warned on customer who always cancelled their orders.
E. Some product may not be possible for In-store pick up due to over size & bulk items.

F. Review & calculate price computation before & after order edit & dispatch

Order Being Processed

(Wire transfer)

 

Check & Analyze

A. Delivery/shipping cost base on their address & availability of the courier.
B. Check all messages from Presta, Text, Viber, FB, IG & Gmail for customer instruction or additional order.

C. Customer Note/Message - Customize canvas or other instructions.

D. On “PRIVATE NOTE” Be warned on customer who always cancelled their orders.

E. Payment Mode- Be aware of system error.
F. Some product may not be possible for In-store pick up due to over size & bulk items.

G. Review & calculate price computation before & after order edit & dispatch

Order Being Processed (Paypal Authorization)


Check & Analyze

A. Delivery/shipping cost base on their address & availability of the courier.
B. Check all messages from Presta, Text, Viber, FB, IG & Gmail for customer instruction or additional order.

C. Customer Note/Message - Customize canvas or other instructions.

D. On “PRIVATE NOTE” Be warned on customer who always cancelled their orders.

E. Payment Mode- Be aware of system error.
F. Some product may not be possible for In-store pick up due to over size & bulk items.

G. Review & calculate price computation before & after order edit & dispatch

Order Being Processed

(Cash on Delivery)

 

Chck & Analyze.

A. Delivery/shipping cost base on their address (STATE) & availability of the courier.

B. Check all messages from Presta, Text, Viber, FB, IG & Gmail for customer instruction or additional order.

C. Customer Note/Message - Customize canvas or other instructions.

D. On “PRIVATE NOTE” Be warned on customer who always cancelled their orders.
E. Review & calculate price computation before & after order edit & dispatch

Processing Delay- Emergency status for orders that may cause delay.

Out Of Stock- For all item(s) in the cart that is not available in all stores & local supplier.

Stage 2

 

Order Complete/ Incomplete

Pick up Ready in Manila

(Order Incomplete)

Pick up Ready in Makati (Order Incomplete)

Pick up Ready in Cubao (Order Incomplete)

Bank Wire Final Invoice (Complete)

 

If all items/ products

are COMPLETE

 

A. Double check price, discount & items before updating status.

B. Compute the total shipping cost for provincial shipment.

Bank Wire Final Invoice (Incomplete)

 

If items/ products

are INCOMPLETE

 

A. Message/ Update the customer for the unavailable items.

B. Suggest replacement/ alternative product.

C. Compute the total shipping cost for provincial shipment.

PayPal Confirm to Capture (Order Complete)
If all items/ products

are COMPLETE

 

A. Double check price, discount & items before updating status.

B. Compute the total shipping cost for provincial shipment.

PayPal Confirm to Capture (Order Incomplete)

If items/ products

are INCOMPLETE

 

A. Message/ Update the customer for the unavailable items.

B. Suggest replacement/ alternative product.
C. Compute the total shipping cost for provincial shipment.

Cash on Delivery (Complete)

 

If all items/ products

are COMPLETE

 

A. Double check price, discount & items before updating status.

 

Cash on Delivery (Incomplete)

 

 

If items/ products

are INCOMPLETE

 

A. Message/ Update the customer for the unavailable items.

B. Suggest replacement/ alternative product.

 

Pick up Ready in Manila (Order Complete)

Pick up Ready in Makati (Order Complete)

Pick up Ready in Cubao (Order Complete)

PayPal Money Request; for additional order or PayPal

 

 Payment Error
*ask the customer  if they want to Changed the payment medthod  pay Bankwire or COD

Stage 3

 

**No update from customer

Pick up REMINDER at Manila Branch

*After 3 days na change status to Bankwire reminder.

*And text Kuya Lindsey message template*

Pick up REMINDER at Makati MCS Branch

*After 3 days na change status to Bankwire reminder.

*And text Kuya Lindsey message template*

Pick up REMINDER at Alimall Cubao Branch

*After 3 days na change status to Bankwire reminder.

*And text Kuya Lindsey message template*

 

Bank Wire Payment REMINDER

*After 3 days na change status to Bankwire reminder.

*And text Kuya Lindsey message template*

Capture

>Proceed to stage 4

Payment Confirm to Capture REMINDER (Order Incomplete)

Cash on Delivery Confirmation REMINDER

*Call customer for schedule of COD

Stage 4

 

Orders Ready for dispatching

 

Payment Accepted- Ready for Pick up in Manila Branch

Payment Accepted- Ready for Pick up at Makati MCS Branch

Payment Accepted- Ready for Pick up Alimall Cubao Branch

Payment Accepted- Ready for Booking Grab, Lalamove, Transportify


A.  Check Prepare the items and pack properly.
B. Label the package (Name & Address).

C. Review & calculate price computation before & after order edit & dispatch
D. Message the customer if he/she is available to receive the items & Inform booking charge.

Payment Accepted- Ready for Shipping /Provincial Freight Collect

 

  1.   Check, Prepare the items and pack properly.

B. Review & calculate price computation before & after order edit & dispatch
C. Label the package (Name & Address).
D. Send to courier. (LBC, AP Cargo, Abest)

Attempt to Deliver- In Transit

Payment Accepted- Ready for Shipping

(Motor delivery) & COD Delivery

 

  1.   Check, Prepare the items and pack properly.

B. Review & calculate price computation before & after order edit & dispatch

C.. Inform the customer if he/she is available to receive the item & total cost of order.

Stage 5

Pick-up

Shipped (send tracking/waybill number)

Cancelled/ Cancelled Warning/Canceller due to Shipping
(return the items/ products to store)

Refunded

POSBO encode all

transactions

Sales Invoice

A.All Shipped order except with O.R.
(refer on Presta receipt & print out)

 

B. make sure po input correctly.

Qty, Product, size, amount

C. make sure the Total of sales invoice and prestashop are the same before posting

Stock Transfer In

A. All products requested from branches.

*make sure to input correctly
Qty, Product, size

Stock Transfer Out

A. All products requested by branches.
*make sure to input correctly
Qty, Product, size

Supplier Deliveries

 

  1.       All product coming in to 2119 (from shipments & Cainta)

Update products 

 

  1.       Update New Price
  2.       Add New Products
  3.       Add New supplier

 

Excel Report
And POSBO Report

Record & Input all transactions

A .input exact Amount, Name of customer, mode of payment, Prestashop #, delivery/shipping charge, discount

courier charge

 

Send the excel report  and sales invoice to lindslee2000@gmail.com,mitchypau@yahoo.com

dyan@theoilpaintstore.com

B. Extract Master Report to POSBO weekly – Send it every Monday
* Stock in Ali mall, Makati, Sta. Cruz  & POSBO
*Stock out   Ali mall, Makati, Sta. Cruz  & POSBO

*Stock Adjust  Ali mall, Makati, Sta. Cruz  & POSBO
*Stock Receipt  Ali mall, Makati, Sta. Cruz 
*Supplier Deliveries POSBO

Send to dyan@theoilpaintstore.com
to lindslee2000@gmail.com