Recommend five short templates of sales back-office work plan and target model.

It is one of the backstage work of sales to set the annual sales target and complete the quarterly and monthly sales budget. We can make a plan for the sales office next year. We make an annual work plan for the sales office, so that we will be more motivated in the new year! How to write the annual work plan of the sales office? After careful arrangement, the simplified template of "Sales Backstage Work Plan and Target Model" is launched for your reference, hoping to help friends in need.

Sales Backstage Work Plan and Target Model Short Template (1) I. Sales Indicators

Lead the team to complete the sales plan and target of the month issued by the leader.

Second, supervise and manage the daily sales work of the sales exhibition hall and sales staff, and formulate the instrument environmental supervision card.

1, instrument dress: uniform work clothes and badge.

2. Exhibition Hall Cleaning: Check the cleanliness of vehicles and negotiation tables in the exhibition hall regularly every day. The vehicles that everyone is responsible for must be tested before 9 o'clock, and all the exhibition cars must be unlocked. Handle emergencies in the exhibition hall at any time and report to the sales manager when necessary.

3. Reception at the front desk of the exhibition hall: If the personnel on duty leave their posts for special reasons, they need to find a replacement, and the replacement will bear all the responsibilities of the front desk duty. Check the discipline of sales staff in the exhibition hall at any time.

Third, cooperate with the marketing department to do a good job in sales expansion and market promotion.

1. Coordinate marketing activities issued by the marketing department, such as taking photos.

2. When the sales staff is not on duty, they can communicate with the marketing department to explore the market, and the marketing department will designate and issue a single order.

Fourth, master the inventory and cooperate with the sales manager to plan the sales demand.

Check the delivery, data transmission, invoice and insurance of sales staff every day. Report to the sales manager for registration before going to work. For vehicles that have been used for a long time, inform the sales staff and focus on sales; Cooperate with the sales manager every Monday to make suggestions on the models and colors ordered by the manufacturers.

Five, assist the sales manager to do a good job of sales personnel training plan, and organize the implementation.

Due to the imperfect management system at this stage, sales personnel lack better training. Through communication with sales consultants, they need to better understand competitive products. I will try to find a good dictation (existing ideas), which will directly affect sales performance. According to the specific requirements of sales managers and sales consultants, formulate relevant training materials and plans! It is tentatively scheduled to train the idle group every morning.

A Short Template of Sales Back Office Work Plan and Target Model (Part Two) I. Work Plan for 20xx Years

1, responsible for the daily reception of the office, and ensuring that all guests are received politely and thoughtfully. Do a good job in answering the phone, sending and receiving faxes and recording them for enquiry. Assist the manager in outreach and administrative reception.

2, do a good job of low-value consumables and fixed assets sorting, warehousing and reimbursement of various accounts. Do a good job in managing office supplies. Do a good job in the registration of office supplies, distribute them as needed, do not waste them, and count them on time, so as to replenish office supplies in time and meet everyone's work needs.

3. Complete the statistics of employee attendance records according to the attendance card and business situation of the administrative system.

4. Assist the department manager to register, report and distribute all kinds of administrative documents, and put the documents that are not specifically sorted into labeled folders according to categories.

5. Cooperate with department leaders to recruit new employees in the department in 20xx.

6. Complete the preparation, organization and logistics of planned collective activities to ensure the smooth and safe activities of the guild.

7. Preparation for the meeting. Cooperate with the department manager to carry out logistics support and reception work to ensure the normal and orderly meeting.

8. Complete the daily management of the company canteen, make the use of canteen expenses transparent, and publicize the canteen operation every month. Pay close attention to the food hygiene and safety in the canteen, so that employees can eat safe and hygienic food.

9. Cooperate with the training plan of the department and study deeply.

10. Consult and choose a physical examination hospital, and complete the physical examination of all employees in 20xx years.

1 1. Complete other tasks assigned by the leaders seriously, on time and efficiently.

Second, 20xx career planning

1, improve personal cultivation and professional ability.

(1) Take an active part in the training of various systems arranged by the company, gain a deep understanding of various systems and improve professional skills.

(2) Strengthen communication between leaders and colleagues, actively learn work experience and methods from leaders and colleagues, exchange problems encountered in work, share every progress in work, and quickly improve their own quality.

(3) Improve the level of knowledge by learning professional knowledge independently. Read professional-related books and strive to be irreplaceable in a certain section of the company. We should constantly improve ourselves, seize every opportunity to learn and grow ourselves, and strive to improve our professional level. A person's ability is limited, but a person's development opportunities are unlimited. Now is the era of knowledge economy. If we can't improve our personal ability and professional level quickly, then we will be eliminated by this society. So in my spare time, I will spend more time to discover new things and knowledge related to my work; Give full play to your advantages as a host and share more work for the company. Of course, to improve yourself, we must first have a good platform. I think maiden voyage company is my best platform. I will certainly seize this opportunity to improve my professional level and self-cultivation at the same time and realize my highest value.

2. Work.

The administrative back office posts are trivial and complicated. I will make a reasonable division of labor and arrangement according to the actual situation, conscientiously implement the post responsibility system, and ensure that the work is carried out in an orderly manner; We should also work creatively and constantly explore new ideas, methods and experiences in our work; At the same time, enhance work creativity. At the same time, truly become the staff assistant of the leader and become a bridge for communication between superiors and subordinates.

A brief template of sales background work plan and target model (Part III) 1. Supplier management:

Time: August -65438+ 10.

1, main problems in supplier management:

(1) A first-hand supplier lacking strength-a direct manufacturer;

(2) There is no price comparison link, and an administrative order is issued;

(3) The procurement contract and binding agreement have not been signed;

(4) Purchasing is passive and subject to suppliers.

2. Solution:

(1 assessment work. See supplier data sheet, supplier evaluation form and supplier sample evaluation form.

Comprehensive evaluation of existing suppliers to meet the company's production needs at this stage. Through the screening of these suppliers, those who meet the evaluation criteria can continue the follow-up cooperation and improve the problems, otherwise the unqualified suppliers who do not meet the company's procurement needs will be eliminated. The purchasing department has more than three suppliers for each material, and strives for various products to gradually meet this requirement. Prepare for the company's later mass production to get the best purchase price and quality. In the initial cooperation of newly developed suppliers, according to the actual situation, it is necessary to organize general manager office, procurement, quality assurance and engineering departments to arrange factory inspection procedures for manufacturers who confirm that the samples are OK.

(2) After the festival, submit it to the general manager's office for approval and confirmation, and the materials with the same material will be returned to the order. In principle, the unit price approved by the preliminary price comparison table shall prevail to purchase from suppliers with pleasant cooperation, and the judgment result of the inspection record report of purchased materials shall be reported to the general manager's office, and each supplier's quotation price comparison table shall be filed.

(3) The original supplier must sign the purchase contract and relevant binding agreements, and all new suppliers sign the purchase contract at the time of initial cooperation. Focus on cultivating major suppliers and strive to reach long-term cooperation agreements with some important suppliers (the business negotiation of cooperation mode needs to be organized and implemented by the superior competent leaders).

(4) Properly handle abnormal situations: When the supplier's production capacity is insufficient or other reasons lead to abnormal procurement, the purchasing department will immediately notify relevant departments and actively respond. At the same time, analyze and record the causes of abnormal situations; If necessary, legal procedures will be taken to safeguard the interests of the company.

Second, the cooperation and procurement process of various departments:

1, the main problems existing in the procurement plan and procurement process of various departments:

( 1

(2) The material names in the purchase list are not standardized, and the same product is written in many ways, so it is impossible to provide accurate specifications and models at one time, and the concept is vague;

(3) The required materials are picked without plan, and the same thing cannot be explained clearly at one time, which delays or disrupts the operation plan of the purchasing department;

(4) The information frequently contacted by the superior is sent to the purchasing department for administrative compulsory procurement, and the purchasing department cannot know the situation of the other party;

(5) During the follow-up process, many people contacted the same material, which could not accurately convey the delivery progress of the supplier, resulting in abnormal follow-up;

(6) The procurement process is not standardized, which leads to confusion in accounting process and inconsistent documents;

(7) Personnel are passively tracked and cannot be started, which is the key process of leather goods enterprises and what our company has been missing.

2. Solution:

(1) Purchase after receiving the countersigned bill of materials instruction, and track the progress of materials (make the purchasing schedule according to the order, and count the abnormal materials on the whiteboard);

(2) If quotation is needed, the quotation of new products must be provided within three working days, and it does not need to be directly included in the procurement material follow-up schedule;

(3) The purchasing department is led by Mr. Chen, and Mr. Tang is responsible for purchasing and development, and cooperates with the purchasing department; Samples of raw materials for all business orders shall be provided for confirmation by the Engineering Department, the Business Department and the Quality Assurance Department (please inform the Purchasing Department in writing in time to avoid unnecessary mistakes and waste);

(4) The manufacturer selects three or more suppliers for comparison at a time, and under the condition of the same product name, model and quality, gives priority to the new suppliers who have enjoyed the early cooperation;

(5) Make purchase contracts, and purchase contracts must be signed for raw materials except cash in the spot market (purchase contracts and purchase orders must be accompanied by samples or pictures confirmed by raw materials);

(6) The materials provided by the supplier shall be inspected according to the confirmed samples after purchase;

(7) When the supplier delivers the goods into the warehouse, it must carry the relevant delivery list according to the company's requirements, send the inspection goods according to the list, and return to the purchasing department after countersigning them as qualified;

(8) Get the signed list to make accounts and standardize the statements: except for the sample materials purchased by the engineering department and the board house and the products purchased by various departments, all materials purchased in cash must be submitted to the warehouse in time for accounting reimbursement, and the related monthly statement should be gradually standardized;

(9) The remaining materials are returned to the company warehouse for temporary storage;

(10) According to the order demand, complete the purchasing work in time to ensure that the production demand of the order is met.

Third, the department management:

1, the main problems of management system and process:

(1) The management system is not perfect, the process is not unified, and no cooperative team has been formed;

(2) Unclear departmental boundaries and uncoordinated division of responsibilities;

(3) Lack of archiving and classification of procurement data files, and imperfect organizational structure of departments.

2. Solution:

(1) Strengthen the communication and learning of this department, and improve the management process and system of this department: the focus is on cash procurement and monthly settlement procurement process.

(2) As a long-term cooperative manufacturer, collect supplier information (manufacturer qualification, business license, tax registration certificate and other related qualifications);

(3) collecting product data and making product color cards;

(4) Meeting in the conference room or office (summing up the work).

Four, procurement cost control and procurement efficiency:

1, the main problems of procurement cost control and procurement efficiency:

(1) Directly place an order without considering the price comparison link, and fail to inform the supplier in advance to place an order according to the normal quality standard of signing the board OK, which leads to the phenomenon of wrangling and even increases the normal cost procurement;

(2) Suppliers with a high proportion of inspection records and reports from the Quality Assurance Department are still released in batches: the conditions are accepted, but the cooperative suppliers fail to renew their orders, and the previous inspection records and reports are well documented;

(3) The delivery date and quality of procurement are wrong, which leads to low procurement efficiency and affects the online production progress.

2. Solution:

According to the original supplier's purchase unit price data, the cost-performance analysis is carried out to find out the price difference, and according to the previous quality assurance abnormal inspection record report, the qualified suppliers after screening are negotiated to implement price concessions. The purchase turnover rate reflects the efficiency of the use of funds. Therefore, reasonable purchasing quantity and appropriate purchasing opportunity can not only avoid the shutdown of the workshop, but also reduce the material inventory, thus reducing the backlog of funds.

Procurement related personnel must often go to the workshop to understand the usage of related materials, and track them, so as to shorten the procurement cycle as much as possible, improve the procurement efficiency and timeliness, and make statistics on the procurement cycle of various materials in the order, and provide them to the requisitioning unit as a reference for formulating the requisition plan.

Verb (abbreviation for verb) delivery date and quality:

Confirm the purchasing cycle objectively and reasonably according to the order production cycle; Distinguish between different customer needs and product requirements, so as to objectively understand and judge the quality.

1, delivery date

(1) Main problems in delivery and follow-up by the purchasing department:

1) Using MSN to forward information, the delivery date was determined subjectively before the material purchase order was signed, and the accurate delivery date was not confirmed after the purchase order was signed, which led to the delivery error;

2) The delivery date is not confirmed according to the actual production situation of products and materials, and the abnormal transportation process of suppliers is not reasonably controlled by the procurement, and the deviation between delivery and reality is confirmed; The production management department fails to scientifically arrange and determine the reasonable delivery date according to the technological characteristics (material difficulty) and production cycle of products and materials, and the business department lacks production common sense, professional persuasion and professional business ability;

3) Business departments, production management departments, quality assurance departments and engineering departments did not effectively distinguish the quality level and price level of products, which led to unclear quality standards of material procurement, delayed the processing time of material warehousing or return, and directly affected the completion of subsequent procurement delivery;

4) There is no effective distinction between the LST/LPST orders and business orders purchased by the production management department and the material control department, that is, the safety stock purchase of ordinary materials and the spot or MOQ purchase. The procurement cycle between them is obviously different, so the procurement cycle can't follow up the progress, and the relevant departments are notified with unrealistic delivery time. For example, an order needs 0.6mm litchi pattern PU 1000 yards, and the normal production cycle of leather goods suppliers is 7 days, but the transportation cycle of 1-5 days is not included, so the actual production cycle of leather goods is 7- 12 days, but there is also the fact that the production cycle can be completed in 5 days. However, in this case, most of them are common modes of mass production and stocking, which can be arranged in advance. If it is unrealistic to determine the delivery date according to five days, and the concept is subjective and unrealistic, then it is not surprising that the delivery error is abnormal. In particular, the actual production cycle of hardware accessories is 10- 15 days, but the design mold opening and proofing cycle of 7- 10 days is not included, so the hardware procurement cycle of new products is 20-25 days; Other hardware also has a production cycle of 3-7 days, but it does not include the design mold opening and proofing cycle.

(2) Solution:

1) Re-establish the statistical table of purchasing cycle;

2) Production plan schedule: The production management department must provide the purchasing department with an updated production plan schedule at the first time, and the relevant personnel of the purchasing department will track the material progress according to the schedule and notify the production management, material control and warehouse of the abnormal situation at the first time;

3) The contact sheet is sent to the personnel of relevant departments, and the purchasing department does not accept any oral notification on the processing method of purchase orders, so as to clarify and constrain the responsibilities of each link, so as to carry out their respective duties, and the responsibilities are to the people, which is justified and well-founded, so as to avoid passing the buck and not taking responsibility.

2. Quality

(1) Main problems of abnormal quality:

1) Some administrative orders require the designation of suppliers, which leads to passive quality control and follow-up communication: rich supplier resources are not developed, but developed new suppliers are transferred to uncooperative suppliers for procurement;

2) Some businesses fail to reach a * * understanding (emphasis) on quality with production management, quality assurance and other departments, and often have subjective imagination without concept;

3) Some products do not meet the quality standards of the industry production process, and it is impossible to objectively coordinate with customers on quality issues, which leads to the "bottleneck" that the quality standards are higher than the industry level that the market can actually reach, thus delaying delivery.

(2) Solution:

Find a number of suppliers to sample and confirm the quality. All purchased leather samples or the first large goods of product orders are sent to the business merchandiser of the corresponding customer in the business department at the first time, and then transferred to the quality assurance department for routine inspection and color difference judgment; Confirmation results of the first delivery of other accessories. All' primary color cards or product samples provided by suppliers designated by business guests, if accepted by the guests, will be purchased according to the original same materials of the suppliers, and the main responsibilities will be borne by the guests and the business. Moreover, the business, deputy factory manager and material control manager must sign the contact sheet in writing and then arrive at the purchasing department according to the notice. Otherwise, the purchasing department has the right to refuse to execute.

Six, purchasing authority:

(1) After receiving the purchase order, it must be signed and confirmed by the general manager's office, and the next purchase action can only be carried out after the approval of the superior takes effect;

(2) Procurement does not interfere with the procurement work of other departments, but does not undertake any problems and mistakes in procurement of other departments. If it needs to be handled by the purchasing department, please sign it by the superior and issue it in writing. After receiving the instruction, the purchasing department will start the formal operation. The purchasing department refuses to take any non-customer designated supplier whose average price is higher than that of similar products in the market as a potential supplier of material purchase orders, except for cooperative suppliers known or recognized by the general manager's office;

(3) The purchasing department determines the supplier through the supplier quotation price comparison table, which needs to be submitted to the general manager's office for signature and confirmation. After the supplier's delivery acceptance, the purchasing department submits the IQC inspection record report to the general manager's office for filing, so as to be open and transparent.

With the correct leadership and support of the company, the short template of the sales backstage work plan and target (Chapter 4) closely revolves around the working policy of "maintaining growth, adjusting structure, preventing risks and promoting stability" implemented by the general manager's office of the municipal company. All the back office staff keep forging ahead, and * * * has made some achievements through one year's efforts. Focusing on the goal, implementing the plan, paying close attention to business work, implementing it early, decomposing it into monthly plans, taking stock every month and implementing it every month, effectively ensuring the timely monitoring and adjustment of the implementation of the plan.

First, change ideas, actively adapt to the new management mode and exhibition mode after the shareholding system reform, continue to strengthen the education of competition awareness and crisis awareness, strengthen and use data management, and introduce incentive mechanisms.

Second, correctly handle the relationship between scale and benefit, current and long-term, bigger and stronger, strengthen overall public relations, pay attention to the quality of business underwriting, and choose and occupy the market with the fastest speed and best quality.

Third, continue to strengthen communication with public security, traffic police, education, health and other departments, strive for their assistance, and strive to improve the underwriting rate of five small vehicles, Xue Ping insurance, campus liability insurance and medical liability insurance.

The fourth is to strengthen claims service. Efforts should be made to improve the on-site survey rate, adopt humanized service and treat it differently, speed up claims settlement, improve service quality and improve the external exhibition environment.

Five, in view of the competition, pay close attention to the development measures of the same industry, strengthen public relations, take active and effective methods to participate in the competition, consolidate the market share of the original insurance, actively expand new business and ensure new customers.

A brief template of sales back-office work plan and target model (Chapter 5) 1. Contact with foreign marketers

1, weekly work log (week, month) is collected and sorted.

2. Application, loan and write-off of marketing personnel expenses.

3. Information exchange between marketers and companies

4. Arrangement of information required by marketing personnel (double or multi-person review)

Second, manage mailing, delivery, invoices and business partners.

1, documents, materials, samples, color pages, etc. (Double or multi-person review)

2. Registration and filing of commercial company information (license, billing information) 2. 1 Verify the websites of commercial companies and officials. 2。 Receive, send, process and save all business calls, letters and documents. Timely delivery and handling of customer feedback.

3. Filing and registration of purchase and sale contracts (tracking and supervising the implementation of contracts)

4. Delivery (double or multi-person review)

5. Pay attention to regularly check the delivered goods, samples and materials.

Third, the internal management of the sales department

1. Copy and seal of daily data, etc.

2, the company's foreign business exchanges (including the choice of business partners)

3. Daily management and maintenance of company mailbox, company QQ and investment promotion website.

4. Assist in the preparation of various materials.

5. Prepare annual and monthly work plans and fund use plans; Summarize the annual and monthly fund withdrawal and fund use in each district.

Fourth, foreign investment.

1, responsible for the agency, feedback and contact of investment information.

2. E-commerce (looking for agency information on the Internet, taking the initiative to invite investment by SMS.