Page 41 - Sales and Operations Handbook for Managers.pdf

Click "Update Report". It saves the report and messages the

DSM to verify the report. If there are any changes that
need to be made, DSM will reach out to the Sales agent to

make the updates. DSM will review the report and stamp

the report to mark completion and accuracy. Sales agents

will send an End of Day report to the Accounting

department and CPA by noon daily.

CPA will review the credit card batch and deposit slips to

ensure they match. If the amounts match, the office gets

cleared for completion for the day. If the reports have

some sort of discrepancy without any notes, then the

report bounces, and the DSM is notified to review the
report. Those reports also get sent to the Accounting

department to review and keep track of the offices with

amount discrepancies.

Accounting will take the End of Day report for AMAX at 2
pm and review the report to make sure the credit card

batch and the deposit slips match. If the reports match, the

office is cleared for completion for the day. If the report

has discrepancies with the amounts and there are no notes

from the office to explain the difference, the report will be
sent back to the DSM to review the report and fix the error.