. Refer
2. Inner and external ratio: [Medical sales] ______________ □ Direct sales □ Distribution □ Store □ Requirements [Export] _______________ □ Direct □ Indirect - Export File Production Unit ................... Trade accounts for the ratio of export taxes: ______________________ - The customer is in the ratio of L / C and other conditional payment methods: _____: _____ purpose: Understand the needs of export trade systems and complexity
3. Price strategy: - The company has a standard price for the products: □ Yes □ No - The reference basis for the sales unit price of each product of orders is: □ Last transaction price □ Company Standard price □ Other, please explain _ _____________________________________________ 目:: Understand whether the price parameter setting logic of the company complies with the company
4. Customer family: ___________________________________________ 目 的: Customer Management Complex Reference - Requirements of Credit Limits - From the perspective of sales analysis - complexity of receivables
5. Product Output: ___________________________________________ 目 的: Understand the Possible Possibility of Sales Analysis
6. Sales prediction: - Do you perform sales prediction homework □ Yes, [Continue to answer] □ No [Jumping Title 7] - Responsible for the execution of sales forecasts (plan) department or personnel: ______________________ - Demand Sales Prediction (Plan) The purpose is to develop the basis for the development of the finished supplies. □ Depending on the basis of long-term purchase materials. □ The final result of the sales forecast is: □ Based on the number of use of the original material, the number of products is predicted Propose to predict the number of sales to the product □ By predicted to the sales amount of the product category □ By predicted to the sales of the salesperson or department - sales forecasts Regular review: Yes, period ____________ □ purpose: Understand the status of the company's work and emphasis on the supply and marketing plan
7. Quotation operation: - Whether the quotation operation is required in most sales processes: □ Yes [Continue Answer] □ No [Jumping Title 8] - Please check the factors affecting each product unit price ..... ...: □ Supplier □ Quotation currency □ Customer location [Import tax] □ freight mode □ insurance premium □ Local value-added business tax □ Product Standard price □ Customer last purchase price □ Purchase quantity □ Customer level ( Wholesale and retail) - Average per operator must follow the number of bills of reminder ..: ______________________: Is there a quotation system
8. Condition: - Average monthly number of orders: ______________________________________________________________________________________________________________________________ □ Yes □ No - Whether it specifies the number of customers to order quantities: □ Yes □ No - Inline condition Whether it is frequent ........................................................................................................................................................................................................ set of lead time to ship each product □ of Health (manufacturing) or purchase (sale of business) case by case examination nuclear □ other, please specify ____________ ______________________________________________________________ - orders to ship an average lead time: ___________________________ - customer Order Whether it allows batch delivery ..........: □ Yes □ No - Whether to establish a branch abroad ..: □ Yes □ No - main sales country or region: ___________________________ 核 作..: □ Yes □ Not necessarily □ No - The supervisor responsible for the signing order is: □ Operation □ Production □ Other, please explain the ______ - The main check item for the order check core is: □ Unit price □ expected shipping time □ Quantity □ Credit balance □ Other - the basis for the delivery time when the business unit is online is: [can check, please explain the order of the job] □ finished stocks ................. ..... Order: () □ Production and sales plan ........................ Order: () □ Production department sets the standards of each product Front time .. Order: () □ Shipping time coordinated with the vase management ........ Order: () 9. Shipping: - Who is responsible for the shipping schedule: □ Business □ Tube □ Warehouse - Shipping Homework by Who is responsible: □ Opening □ Essence □ Warehouse - Shipping Tickets: □ Yes □ Not necessarily □ No - Who is responsible for invoice opening operation: □ Opening □ financial □ warehouse □ other ______ - whether tracking ship after receipt Union: □ Yes □ No - compliance rate of about shipping jobs: ______________________________________ please explain the delay in shipping: ______________________________________ - Returns the number of shipments ratio: _____________ ________________________ Please explain the main reason for returns: _____________________________________
10. Current business statistics analysis - there are those angles: ________________________________, how long: _______________________________________________________________________________________________________________________________________________________________________________________________________________
11. At present, businesspeople will sell: □ Fixed salary □ mercenary bonus □ merge, but fixed salary ratio is higher, but the mercenary prize is higher
12. Finished stock: - Is there a finished product inventory .........: □ Yes [continue to answer] □ No [Jumping this question] - Current product number is the purchase of one ... ............................................................................................................................................................................. Whether the fixed unit is unique ....................................... ........................... □ Yes □ No - Finished inventory Replenishment from [Please check] □ Safety stock & reserve point management □ Each business supervisor is proposed to replenishment □ customer orders
13. Number: - Do you complete customer coding job: □ Yes, a few yards ____________ □ No - Whether to complete product coding job: □ Yes, a few yards ____________ □ No 14. Job documents and reports - current business operations need to fill in the documents ..: Quote □ □ □ order □ other shippers, please specify ______________________________________________ - currently required to report on business operations ..: ___________________________________ ____________________________________________________________ - routine reports provided by other sectors: ___________________________________ ____________________________________________________________1 OEM procurement work :( and generation of material that of) - the number of purchases made by: _________________________________ - procurement Inquiry unit responsible: _________________________________ - procurement schedule control unit: _________________________________ - purchase quantity source basis: □ sales forecasts, the ratio: ___________% □ customer orders, ratio: ___________% □ Safety stock, ratio: ___________% □ Order point, ratio: ___________% □ Production Planning, Ratio: ___________% - Foreign Purchasing Products and Domestic Purchase Products Comparison: ________________________ Number of goods: ______________ - The supplier requires the lowest supply: □ Yes □ No - supplier required to supply multiple ..: □ Yes □ No - shared material mergers ....: □ Yes □ No - Purchasing Piece Time: The longest _______ 天, the shortest _______ 天 - Whether or not batch settlement of the import costs of each material: □ Yes □ No - How many procurement orders issued per month: ____ How many Push procurement items : _____ - Test the basis of the procurement homework tumber: ______________________ - The current job needs to fill in the form: __________ ______________________ - What reports are currently responsible: ______________________________
2. Warehouse operation: - Current warehouse number _____________ inventory account accurate percentage ________% - Current warehouse control document: [purchase inspection] □ Requirement list □ Fetail list [入 库 作] □ Acceptance list □ Experiment and return [Participation homework] □ Received list □ Leading order [completed in the library] □ 入 库 单 □ Radix list [shipping homework] □ shipping list □ return list [other] □ scrapped list □ Dial list □ Counting □ Adjusting the other: ___________________________________________________ □ Yes, During _______ □ No, Description___________________________________________________________________________
1. Finance department organization: - Financial units are divided into those groups: ________________ - Member: ______________________________
2. Attention should be received: - whether the bill of receivables is varied due to customers: □ Yes □ No, unified - receivable data finishing [responsible unit]: _______________________ ...: ___________ - Responsible for the receiving unit ................: ____________________ 负 负 冲销 应帐 单 单 ........: ____________________________________________________________________________________________________________________ - Whether to regularly send the previous month's transaction statement to the customer: □ Yes □ No - Whether to regularly send the request to the customer: □ Yes □ No - Customer payment directly with foreign currency payment receivables: _____________% - currently work required to complete the form: ________________________________ ___________________________________________________ - which currently is responsible for providing reports: ______________________________ ___________________________________________________3 cope with the job: - whether the accounts payable written off due to vendor-specific manner: □ Yes □ No, unified - to collate and payable make money units. .....: ____________ - Responsible for payment units .............................................___________________________________________________________________________________________________________________________________________________________________________________________________________________ - Whether to regularly send a monthly transaction statement to the manufacturer: □ Yes □ No - Whether to regularly send a monthly payment amount to the manufacturer: □ Yes □ No - The ratio of payment directly with foreign currency ..: ______% - work required to complete the form: ________________________________ ___________________________________________________ - which currently is responsible for providing reports: ______________________________ ___________________________________________________
4. Bill cash operation: - Does the bank have foreign currency accounts.: □ Yes □ No - Bank account number ...............: _______________________ 家 - Company did not honor the check sheet [ Received]: _______________________ 张 [Payable]: _______________________ 张
5. General account accounting: - Foreign accounts under construction unit ... .: □ Yes □ No - the number of monthly summonses .............: _______________________ Zhang - currently work required to complete the form: ________________________________ ___________________________________________________ - which currently is responsible for providing reports: ______________________________ ___________________________________________________
6. Financial analysis: What reports are currently responsible: _____________________________________________________________________________________________________________________________________________________________________________________________________
7. Cost accounting: - cost accounting system mining ..........: □ Batch Cost □ Division cost □ Other, ________ - cost accounting system mining ........: □ Standard cost □ Actual cost - What is the basis for manufacturing costs: □ Completion amount □ Completion * Production equivalents □ Work hours - Cost settlement Consider the completion ratio of the site and the proceedings: □ Yord □ No - all items Direct protocomes, direct manual, processed processing and manufacturing costs have standard costs ............................ ............................................................................ Whether the load is heavy .......................................................................................................................................................... Information on the factory .......... □ Yes □ No - Job documents and reports .. Currently, it is necessary to fill in the documents ..: __________________________________ .. Currently, it is necessary to make a report ..: . ___________________________________ .. provided by other departments routinely report: ___________________________________ 1 sales characterization ... - Will the customer orders a single point of contact for the following that point in time: □ A □ B □ C □ D ├── → production lead Time ← ┤ ├─Proven ─ ┼─ 制 制 ┼─┼─Press time → Ship ▲ ▲ ▲ ▲ A B C D - If the above problem is different or customer different, please explain it separately. .. _________________________________________________________ _________________________________________________________ _________________________________________________________ - lead time analysis: - orders to ship lead time [up] ________________ days [minimum] ________________ day - parts procurement lead time .... [up] ________________ days [Minimum] ________________ 天 - - Pre-production Time .... [MIR] _______________ 天 [shortest] ________________ 天 - Scheduling: [1] Distribution is divided into two items, or just check: □ big schedule ... (ie MPS Production and sales schedule or production big schedule) □ Material supply and demand scheduling (ie MRP, ie material supply plan) [2] Considering factors when speaking: □ Production multiple □ Safety stock □ Shared material combined production □ □ □ Adjustment of production □ Change line, change time □ Minimum production [3] capacity - Current production capacity overload: □ Yes □ No □ Other, please explain ________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ □ No □ Other, please explain ______________________________
2. Whether the company has regular production and sales coordination conferences: □ Yes, during ____ □ No
3. Inventory analysis - average stock amount: ______________________________________________________________________________________________________________________________________________________________________________________________________%, a total
4. Leading analysis - Product consumption deduction: □ Fill in the special list [Continue to answer] □ Automatic retrofitting [Jumping question 5] - Leading the responsible department ..: □ On-site The system is decentralized to the warehouse proactive back to the site - material characteristics ........: □ The material can be issued or cut according to the packaging relationship according to the demand for on-site requirements, and cannot be issued or cut according to the on-site demand. - Is the material for batch number management ....: □ Yes □ No 5. On-site management: - The original material of the scene is noted: □ Yes □ No - Responsible for the department of the site is ....: _____________________________________________________________________________________________________________________________________________________________________________________________________________________________ Whether the production site is conducted in batches ....: □ Yes □ No - Whether the site regularly held inventory ....: □ Yes, during ____ □ No - Whether the live plump fills in the return order.: □ Yes □ No - Whether the absence condition often occurs ... □ Yes □ No - Whether the abduction status can be predicted ...: □ Yes □ No - Whether the situation of downtime is often: □ Yes □ No - Whether the factory is currently issued ..: □ Yes □ No - How many articles issued per month: ____________________ 张
6. Commission and self-made ratio: _______: ______
7. Procedure Management: - Projects of the Committee: □ Yes □ No - Responsible Party of the Committee is ....: ______________________ - Whether to regularly hold the obliterator inventory ..: □ Yes, during _ ___ □ No - The processing method of the trade bin multi-material is ..: ______________________ 停否: □ Yes □ No - The factory currently issues the foreign list.: □ Yes □ No - each How many documents have been issued in average month: ____________________
8. Restaurant sharing ratio: _______: ______
9. Please list the process process: (this part is provided)
10. Production Management: Production - Current Capacity Overloaded: □ Yes □ No □ Other, please explain ___________________________________________________: Unit _______ □ No - Is there a process analysis table ........................................................... No - Whether the company has standard production according to the work center or process ....: □ Yes □ No - Whether the company has standard efficiency according to the work center or process ....: □ Yes □ No on-site progress control: - New site new Whether entering the operator is easy to enter the situation in the short term: □ Yes □ No - Whether the flow rate of live workers is high ..............: □ Yes □ No - Current factory in the factory. .............................____________________ - Homemade and Commission The ratio is .................... ..: _________: _____ - Requires whether the field operator overtime is easy .................................................... ..: □ Yes □ No □ other, please specify _______ _____________________________________________________________ - site operator to fill the need for daily production of single ......: □ Yes □ No - a single daily production is ......... .................................................................... .....: □ Completion amount □ Investment work - Whether the production daily report is filled in the non-penetration work ........: □ Yes □ No - The time unit of on-site production progress control is ... ....: □ sec □ □ □ minutes □ other day, _________ field staffing: - brief Description of the production line or on-site workstation configuration scenario: ________________________ _____________________________________________________________ - number field workers: ______________________________________________ - On-site officially hires the ratio of the operator and temporary employment personnel: __________: __________: Internally Outside Package Industry and Temporary Hire Ratio: __________: _________ 作业 Circula and Report - Currently on-site job needs to be filled in the document ..: _______________________________________________________________________________________________________________________________________________________________________________ site work required for reporting ..: ___________________________________ ____________________________________________________________ - provided other sectors routine reports: ___________________________________ departments expect the results of the computerized, please outline (Please photocopy this form to distribute their own use) name: department: title: ─── ───────────────────────────────────────────────────────────────────────────────── Overview: Example: 1 raw material is simple, the material structure is simple, but the material is difficult to measure. 2 The demand for product is large and the standardized degree is high, and there are many types of regulatory. More than 3 data query products such as specifications, materials, or product names, non-expected. 4 Process (Step) Distribution Quantity Statistics; Solve Skill; Heavy Work; Management Management of Multi - Level Packed Profiles. 6 Equipment payment and deduction management of electroplating and heat treatment. 7 Statistics of the cost of each batch / manufacturing process, improve the accuracy of the actual cost with reasonable planning of cost collection and processing stations.
