A client company's Name, we should see "Screens"
whcih will tell us
(1)
Addresses
(2) phone
Numbers
(3) Fax
No.
(4)
Senior Executives Names (With Whom we normally deal)
(5) Resi.
Phone nos of Sr. Executives.
Business - Related Data
. All bio
- datas sent till date (Function wise/ Date wise)
. All one
- line statements sent till date
. All
candidates interviewed so far (with remarks
re : short - listing etc) date wise/ offers made
. All executives
appointed (thru us) and their date of joining in client - company.
All
executives belonging to client - co. Who have registered, with us (to ensure we
do not send their Bios to the client)
. All
Purchase Orders (ESRs) Serially
. Each
Individual Pur - order - total history
. All
Advt. released on behalf of client
. All
letters written to client (Corresp. file)
. All
letters recd. from "(Scanned/ Stored"
. Whether
"3P CLUB" members & if so all membership - related information.
ACCOUNTS - RELATED SCREENS
.
Advances (Now "Commitments Charges") received/ adjusted/ balance (Pur
- order wise/ Total)
. All
Invoices raised (Appt./ out of pocket) & cheques received / yet to receive
with cheque No /Amt/ date details.
. All
credit Note/ details Notes details.
.
Invoices of our Advt. Agencies (serially) Advt. wise/ Amts / due / balance/
cheques
.
Cumulative client - wise billing (Rs).
.
Cumulative Client - wise Appts (Nos.)
Year wise
Client - wise Billing/ Appt
This info. will be very useful if we ever have a
system under which each one of our own mktc. Mgr is exclusively working for a
set of clients. This will help us judge the Manager's "Performance".
A "Purchaser
Order" Number,
We should find
. Status
/ Progress Report
. Bios
sent (date wise)
. One
line statement sent (date wise)
.
Interviews arranged / Persons interviewed.
.
Interviews feedback (Reject/ Short list)
.
Person/s appointed / joined
.
Advances (To receive / Recd/ adjusted/ To be adj.)
.
Invoices (incl. Out - of - Product)
.
Payments (recd/ balance)
.
Balances
.
Expenses incurred
. On our
own (non - reimbursable)
. On
clients behalf (reimbursable)
.
Correspondence.
PRODUCTION - CONTROL SYSTEM
Pur - Order Register / ESR Register
Serial No. wise (and therefore date wise -
chronologically) file of all Purchase orders giving base/ minimum details of
. P. O.
no. & date
. Client
Co.
. Position
(No. of Vac)
. Mode
(A/ D) - Search Mode
. Advance
.
Expected
. Note
expected
. Client
Request
. Formal
(thru Letter/ ESR)
. Informal (Over phone/ Talk)
BY 200ming out a specific purchase order no. we
should get full status/ details re : that P.O.
