Process Inventory

Process Inventory

Prepared by:

[YOUR NAME]

Company:

[YOUR COMPANY NAME]

Date:

[DATE]

This inventory serves as a guide to understanding and enhancing our business operations. It contains a breakdown of tasks and procedures, facilitating efficient workflow management and supporting ongoing optimization efforts.

Category

Task/Activity

Responsible Party

Documentation Reference

Sales Process

Conduct market research to identify potential leads

Marketing Team

Market Research Report

Assess leads based on predefined criteria

Sales Team

Lead Qualification Checklist

Prepare and submit proposals to potential clients

Sales Team

Proposal Documents

Negotiate terms and conditions with clients

Legal and Sales Teams

Contract Drafts and Emails

Finalize the deal and transition to the delivery phase

Sales Team

Signed Contract and Handover Plan

Operations Process

Receive and process customer orders

Operations Team

Order Management System Records

Monitor and manage product stock levels

Inventory Team

Inventory Reports

Pick, pack, and ship products to customers

Fulfilment Team

Shipment Records and Tracking

Address customer inquiries and issues

Customer Support Team

Support Ticket System

Notes:

  • Ensure regular updates to the documentation references for accuracy.

  • Encourage cross-departmental collaboration for continuous improvement.

  • Periodically review and update the inventory to reflect evolving business processes.

  • Document any deviations or exceptions encountered during the process execution.

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