Daily Activities
Weekly Activities
Monthly Activities
1. Order Processing & Documentation
1 .RD Updates
1. Customer Visits
Extending Support / Guidance to sales team to get purchase order in line with Vertiv Requirements - HSN Code / Line Items / Product description , Qty / Unit rate / Tax rate / Bill To Ship To address , GST No Etc
Update and correct RD (Requested Delivery Date) in Sales Orders as per customer requirements.
Visit customer sites for invoice submission and related documentation for Project Orders
Execute customer orders and verify PO and all supporting documents for SO processing through OSC across all LOBs.
2.FAT Coordination
2. Demand Planning
Coordinate with SS team for SO punching, SO disclosure, and PO/SO validation.
Coordinate with factory and customers for scheduling and execution of FAT (Factory Acceptance Testing).
Prepare demand sheets for various LOBs (Power, Thermal, Smart, ITMS, PDU). - SQ & SO Based demand
2. Coordination for PO & DC
3.Tracking & Documentation
3. Maintain Data
Follow up with partners/distributors for B2B orders.
Maintain trackers for orders, documentation, sales, and receivables to ensure accurate and up-to-date records.
Prepare and maintain master data for SAM South covering Order Booking (OB) and Sales.
Coordinate with customers, partners, and distributors for dispatch clearance.
4 .Progress Monitoring & Reporting
Generate reports sales person–wise and LOB–wise.
3. Dispatch & Delivery Management
Monitor order progress and share regular status updates with all stakeholders.
Follow up with Logictics team & Collect invoice and dispatch details.
5. Planning & Scheduling
Coordinate with transporter and service teams for timely delivery to the customer site.
Plan activities, develop schedules, and ensure proper sequencing of orders.
Ensure collection of POD (Proof of Delivery).
sales demand planning and review with factory and product planning teams weekly .
4. CAS Submission & Approval
Submit CAS in the portal (Power / Thermal / Smart categories). / SAF - DPG orders
Follow up with the service team for timely CAS approval.
5. Billing & Factory Coordination
Follow up with factory for timely billing as per PD.
6. Compliance for Special Orders
For STPI & SEZ orders, collect required documents (Form A, SEZ certificates, etc.)
7. Payment & Financial Documentation
Submit proforma invoices for advance payment or LC collection as per PO terms.
Process bank guarantees (Advance / Performance / Retention) based on order requirements.
8. Invoice Submission & Payment Followup
Submit invoices to customers along with all relevant supporting documents as per PO terms and conditions.
Daily follow-ups with customers for payment collection.
