Equipment in stock can be used to perform demonstrations to customers only if approved by management.
Equipment is also available for loan to customers for a fixed period. This needs to be discussed with management prior to approaching customer.
Various Tools, Calibration Equipment and marketing material is available for Apex Staff to use on approval by management.
The Staff Member requesting the equipment is required to send an email to management with a brief description of the request.
Once approved by management the Staff Member is required to fill out the Equipment Request Form
The equipment request form will be submitted to the Aftersales Support Admin who will then arrange for QC of the requested equipment. The aftersales support admin will notify the storeman to get these goods ready for QC or complete QC if possible. If the equipment fails QC then management and the requesting staff member should be notified immediately. This will also need to be logged in the support log spreadsheet.
Once the equipment has passed QC then the Aftersales Support Admin is required to save the QC form and the Equipment request form in General Equipment Loan Dispatch QC Form folder.
The Storeman can now proceed to fill out a Delivery Note or Waybill and arrange collection. For the waybill you can follow “Booking Collection with Freight Company Workflow Process”
The Aftersales Support admin can now enter all the information in the Equipment Loan Register.
The Aftersales support admin should enter the “Date of Return” as a reminder/event on both their calendar and the calendar of the requesting staff member.
On the day the equipment is due back the Aftersales support admin is required to call the requesting staff member and make sure that we can arrange collection for the goods. The requesting staff member needs to ensure that the goods are in good condition and packaged appropriately.
The Storeman will arrange collection of equipment.
Once the equipment returns to Apex HQ the aftersales support admin is required to arrange for QC of the equipment. If the equipment fails QC then management and the requesting staff member should be notified immediately. This will also need to be logged in the support log spreadsheet.
Once the equipment has passed QC then the Aftersales Support Admin is required to save the QC form in Genera lEquipment Loan Dispatch QC Form folder and complete the Equipment Loan Register.
The Aftersales Support admin is required to go through the Equipment Loan register on a weekly basis to ensure that there is not outstanding equipment.
