Sop for a Receptionist
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Transcript of Sop for a Receptionist
SOP FOR A RECEPTIONIST
Phone calls: The receptionist must take the calls by greeting “Good Morning STONARTS.D”. If
the caller wants to talk to the material consultant then the receptionist must ask (1) The purpose
of the call. Then the receptionist must ask the following details mentioned (2) Name of the Caller
(3)Phone number of the caller (4) Purpose of making the call. The receptionist must be a judge to
understand if the particular call is important or not and accordingly must decide if the call can be
given to the material consultant or not,
NOTE: The receptionist primary criteria must be to try and save the time of the material
consultant, so the receptionist must attend to the question and answer the client by herself. Then
she must not trouble the material consultant by forwarding the clients call to the material
consultant. FOR EXAMPLE, if the caller is a client who has already picked up the materials
from Stonarts.D and if the client wants to know as to when would the delivery of his material be
done, in such a case the phone call should not be transferred to the material consultant, here the
receptionist herself can find out the details and get back to the client to get to the client the
receptionist must first request the client that she would herself let the client know about the status
of the materials delivery, that is if the material is ready or not or when would it be ready to
delivery.
NOTE: Once the receptionist take the clients call, she must ensure to write the client’s details on
the call log register book so that there would be a proper record of enquiry made if the
receptionist has forgotten to get back to the client. Once the client has told the receptionist about
his enquiry to know when his material would be ready then the receptionist must ask the client to
grant her 24-48 hours time. If the client tells the receptionist that he cannot give the receptionist
24-48 hours then the receptionist must make the client understand that the mines and the
processing units are in remote location where communication is poor so to get back to them it
takes a day or two’s time and once the time is taken from the client the receptionist must try to
get back to the client as early as she can, the receptionist must act VERY QUICK on such an
enquiry and take this work as a top priority.
NOTE: The receptionist must maintain a separate book where she can write/maintain a record of
the clients who have asked about their materials. The receptionist must immediately contact the
Delivery Manager and ask the Delivery Manager the date and time of the delivery. Once the
Delivery Manager gives the date of delivery, the receptionist must ask the delivery manager to
sign on the following date as an evidence of supplying the materials on the date specified to her
accordingly the receptionist must communicate with the client and inform the particular date of
supply as claimed by the Delivery Manager. (This information must be given to the client
immediately, if possible within an hour from the time the client has made the call). If in case the
Delivery Manager is busy and is collecting balance payment from the client, it might not be
possible for the Delivery Manager to let the receptionist know about the delivery date, then the
receptionist must give a gap of 30 minutes and call the Delivery Manager again and check with
him the delivery date of that particular material. Similarly the receptionist must keep calling the
Delivery Manager repeatedly once every half an hour so that the Delivery Manager finds time of
the delivery date and lets the receptionist know about the same.
NOTE: Once the receptionist knows about the delivery time line she must keep following up
with the Delivery Manager on behalf of the client and shall keep updating the client by letting
the client know as to when the delivery could happen. For Instance, if the day left of delivery are
only 15 then the receptionist must contact Delivery Manager in every 2 days time and check for
the delivery date being the same. If in case the Delivery Manager changes the date of delivery
then the receptionist must pressurise the Delivery Manager in order to maintain the dame Date of
Delivery and not accept the delivery date later than the date given earlier by the delivery
department.
NOTE: Here the receptionist must act as a representative of the client and must pressurise the
Delivery Manager to give the delivery on the day told by the Delivery Manager earlier. Then
making sure that the receptionist must not provide any inconvenience to the client at any given
point of time. If the time left of the delivery is only 7 days then the receptionist must follow up
with the Delivery Manager every day and make sure the materials are ready. Once the materials
are ready the receptionist must contact the client and request the client to make the balance
payment in order to release the goods from the ware house.
NOTE: The receptionist must go through the payment conditions mentioned in the Terms and
Conditions sheet. For Instance, the receptionist must check with the client the mode of payment.
IF the client is making the payment by cheque then the receptionist must request the client to
wait for at least 3 days time in order to have the cheque realised, because for the cheque to
realise and for the money to come into our bank account it takes 3 days time. Only once the
cheque is realised the client can take the materials from our ware house.
SPECIAL NOTE: The receptionist must thoroughly/in detail read and understand the SOP of
Delivery Manager and Delivery Assistant (All Delivery Department SOP’s). In order to
communicate with the client efficiently, but at the same time the correspondence of the
receptionist ends here only where the receptionist gives the status to the client.