BRANCH COSTUMER SERVICE REPRESENTATIVE
Customer management
• Is responsible in accepting orders, issuing receipts, accepting payments and making reports of all transactions during operations.
• Serves customers by promoting/selling products, meeting customer needs. Demonstrates products and services to existing/potential customers and assist them in selecting those best suited to their needs. Sells goods and services to industry, business and professional establishments, as well as to wholesale or retail outlets.
BRANCH OPERATION
Pre-operations
• Checking and inspecting the area: Walk around the facility and check for possible signs of trespassing. In case there is a sign of trespassing, immediately report to the main office.
• Equipment inspection and housekeeping
• Actual count: Count and record the number of filled cylinders, empty cylinders and accessories into the inventory form.
• Inspection of HDD and receiving of pre operations checklist: Receive and sign pre-operational checklist (vehicle) with the drivers’ signature and inspect the home delivery drivers’ uniform, haircut, and hygiene.
Delivery
(HDD and Bulk Deliveries)
• Overseeing the delivery, loading, and unloading of Petron Gasul Products, and ensuring they are safely transported.
• Responsible in cascading and aligning his top accounts with company plans and directions in optimizing volume, reach, productivity, product distribution, Merchandising availability and pricing.
• Execute sales effort in an ethical and professional manner that will reflect favorably on the reputation of both the salesperson and the company.
• Identify sales leads and generate new business via door-to-door sales & delivery of product
During Operations
• CSR immediately gives his/her attention to the customer and greets customer.
• Accommodate customer needs and inquiries
• Verify commercial customers by checking it on the GDP (check customer’s category and updates it if needed). For new customer, inform DSP for confirmation and enroll the customer to GDP.
• Branch CSR verifies and recaps customers order, weigh the product and finalize transactions
Post Operations
• Actual count: Branch CSR counts filled, empty and other brands of cylinder, and accessories.
• Make report: Make Gasul and Fiesta report with the attachments needed; Sales Invoice, (Sales)Inventory, Deposit slip.
• Branch CSR double checks the cash counts for verification.
• Assist HDD in cash verification: Branch CSR assist HDD in verifying actual cash counts vs. deposit slip.
• Housekeeping: Branch CSR performs the following housekeeping: Sorting of Cylinders, Wiping of Cylinders, Cleaning of Comfort room.
• Deposit: Branch CSR deposits sales into the cash vault after the verification conducted.
Housekeeping
• Maintain plant cleanliness and orderliness through adherence to Pre-operations Preparation Procedure (OPN.OP07.00-07.18) and Post-operations Procedure (OPN.OP06.00-07.18)
• Regular housekeeping of the following: Filling Hall and perimeter areas, Facilities and Equipment
STOCK MANAGEMENT
• Identification of needed supplies: Identify the floor stock needed to be replenished by the branch store; Cylinders, Accessories, Pre numbered forms, housekeeping materials, Office supplies.
• Requesting of supplies:
- Cylinders – Branch CSR contacts main office CSR for the ordering of cylinder needed in the branch.
- Accessories – Branch CSR contacts Warehouse-in-charge in requesting accessories needed in the branch.
- Pre-numbered forms – Branch CSR proceeds/ requests the main office for the requisition of pre numbered forms.
- Housekeeping materials – Branch CSR fills up request form and sends request form to the purchasing department.
- Office supplies – Branch CSR request office supplies from the admin officer.
• Receiving of supplies:
- Cylinders & accessories –Dumaguete, North & South trucks deliver cylinders and accessories to branches. Observe proper material handling when receiving the items.
- Verify TRA vs the filled cylinders delivered. Issue TRA when returning the empty cylinders.
- To detect defective cylinders received. Weigh and inspect the cylinders before proceeding to stack the cylinders.
- Pre-numbered forms – Dumaguete, North & South trucks deliver pre numbered forms requested by the branch CSR in Valencia, Tanjay, Mabinay, and Bayawan. Pinili and Sibulan Branch CSR receive pre numbered form right after the requisition of pre numbered form in the main office.
- Check the received pre – numbered forms to verify if it belongs to your branch.
• Housekeeping materials:
- Dumaguete, North & South trucks deliver housekeeping materials requested by the branch CSR in Valencia, Tanjay, Mabinay, and Bayawan. Pinili and Sibulan branch receives housekeeping materials once items are available and is ready for pick up in the main office.
Office Supplies – Branch CSR receives office supplies released by the admin officer once items are available.
• Arrange received stocks:
- Properly store the items received. After receiving stocks such as:
- Cylinders & accessories – Make sure it is compiled to its type and stacked to its required height.
- Pre-numbered forms and Office Supplies – Arranged and stored properly and away from wet areas.
- Housekeeping materials – Stored properly and as much as possible hidden in an area that the customer cannot see it.