Picking the Right Procedures for Retail Applications

Bizmanualz received an inquiry this week from a reader about implementing Standard Operating Procedures (SOPs) for a retail hardware store.  Specific areas of interest include the sales floor, warehouse, delivery, and retrieval of inventory.

While responding to this inquiry, I realized we might make it easier for some of our customers to select their Bizmanualz products by industry application: by identifying the core processes that drive each type of business, Bizmanualz can recommend specific policies and procedures that address to those processes.

We can help our customers by sharing what we know about how and when our procedures are used.  Today, I’ll share with you our response to the hardware retailer:

What About Sales Floor Procedures?

In section 430 of our Accounting Policies and Procedures manual (Revenue Procedures), the following procedures apply to their situation:

• REV101, Sales Order Entry
• REV102, Point-Of-Sale Orders
• REV104, Sales Order Acceptance
• REV107, Sales Tax Collection

What About Warehouse Procedures?

In section 440 of the Accounting Procedures manual (Purchasing), these procedures apply:

• PUR101, Vendor Selection
• PUR102, General Purchasing
• PUR104, Receiving and Inspection

Delivery Procedures?

Also in section 440 of the Accounting manual, we have:

• PUR105, Shipping and Freight Claims

Inventory Procedures?

In section 420, Inventory & Asset Procedures, we offer:

• INV101, Inventory Control
• INV102, Inventory Counts
• INV103, Fixed Asset Control
• INV105, Fixed Asset Capitalization & Depreciation

In addition to the processes the retailer asked about, we suggested he consider using procedures from section 410 (Cash) to address acceptance of payment from customers:

• CSH101, Cash Drawers And Credit Cards
• CSH102, Cash Receipts And Deposits
• CSH103, Problem Checks
• CSH107, Bank Account Reconciliations

The Bizmanualz “Accounting Policies, Procedures, and Forms” manual contains all of the procedures mentioned above — and much more — and sells for $595. It’s available on our web site. As the hardware store retailer suggested, “Why reinvent the wheel?”

Our Bizmanualz Customer Service specialist suggested our Business Sampler volume, which sells for $695.  The Business Sampler includes procedures, by category, that complement the Accounting processes/procedures — Human Resources, Sales and Marketing, Shipping, Security, Computers and Networks, and other operational and support areas.

See Chris Anderson’s article this week on the top ten business processes.  It relates processes to procedures in our lineup of manuals, helping you select the right products for your needs.

Stay tuned for more articles that will help you pick the right product to accomplish the process and procedure job at hand.

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About Bizmanualz
Bizmanualz has been at the forefront of deploying business best practices since 1995 delivering Policies, Procedures and Forms; quality systems implementation; and strategic business process improvement to help business owners achieve the growth and expansion they envision.

Learn more about Bizmanualz solutions:

• Policies & Procedures Manuals
• Strategic Process Improvement
• Quality Training Courses

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Originally published in 2009 by Bizmanualz, Inc. under the title Picking the Right Procedures for Retail Applications. All rights reserved. Reproduction permitted with attribution only. www.bizmanualz.com