Work Flow
Sending renewal forms:
1. Go to Oracle program and click on Print Fax/Label to print.
2. Key in the details you want to print (date of the expired subscription)
3. Click on Promotional Fax (Thai)
4. Before printing, key in the deadline to renew subscription.
5. Print the form and send it to clients through fax.
When customer subscribe TAT:
1. When receive the completed subscription form, photocopy the form and photocopy 2 copies of the pay-in slip.
2. Key in the details in incoming order as per the subscription form filled
3. Key in the details in Daily Sale report with adding in the pay in details as well (date of pay in, bank details, etc)
4. Note down the receipt number and book receipt number on the received subscription form and the reference number.
5. After the above is done, key in these details in Oracle as per the customers details.
6. Save the data every time you enter any details. Re-check again by exiting the membership page to check if you enter the member number and all the data entered appears correctly.
7. Note down the start and expire date of the subscription on the received subscription form.
8. Now we can make the receipt (filling all details from the subscription form received).
9. Print 3 copies of the receipt. 1 original copy sent to the customer and 1 copy kept with the subscription form for our reference. Another copy of the receipt is kept with the pay –in slip for reference for P’ Aoy – for accounting.
10. Then we fill in the details of this customer in excel for printing stickers and for our records.
11. Then we fill in this customer details in Monthly Revenue.
12. Keep all documents in file and end of the month recheck with statement.
Distribution:
1. Copy the file for making stickers.
2. Separate the list:
• By hand
• By mail (1 copy for printing factory and 2 copies and above for us to pack)
• Pick up
3. Re arrange the mailing lists by postcode and number of copies before printing.
4. Save the file.
5. Now we can do the mail merge of by hand and by mail.
6. Print the stickers.
7. Stick the stickers on the envelope and send the 1 copy stickers envelope to the printing factory for their process.
8. For pick up, arrange the list according to number of copies for them to pick up at our front office.
9. Fill up post office form for mailing process.
Report:
1. Print daily sale report and recheck to match with statement.
2. After this is done, we give this file to P’Aoy for her process.
3. Print daily sale report give file to account for taxation.
4. Summary of post office expense to account.