We’ve made it easy for you to build your Wholesaler SOPs. Add the example SOPs to our SOPs template and then customise them to suit your specific systems & processes.
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Creating Standard Operating Procedures for your Wholesaler work can be difficult and take time. That’s why we’ve created these example Wholesaler SOPs so you can jumpstart your SOP creation process. We want to help you set up your Sales systems and processes by taking these sample SOPs and building out your own SOPs template library. By having all your Sales procedures in one place, your team will have the information they need at all times. Let’s look at some Wholesaler SOP examples.
1. Sales Order Processing: The purpose of this SOP is to outline the steps involved in processing sales orders received from customers. It includes receiving the order, verifying the details, checking stock availability, generating invoices, and coordinating with the logistics team for timely delivery. The scope of this SOP covers all sales orders received by the wholesaler. The person responsible for this SOP is the Sales Order Processing Manager. References to other SOPs include Inventory Management SOP and Logistics Coordination SOP.
2. Customer Relationship Management (CRM): This SOP aims to establish guidelines for managing customer relationships effectively. It includes recording customer information, tracking interactions, managing complaints, and ensuring timely follow-ups. The scope of this SOP covers all customer interactions and relationships. The person responsible for this SOP is the CRM Manager. References to other SOPs include Sales Order Processing SOP and Customer Complaint Handling SOP.
3. Pricing and Discounting: The purpose of this SOP is to define the pricing and discounting policies followed by the wholesaler. It includes setting competitive prices, determining volume discounts, and managing promotional offers. The scope of this SOP covers all pricing and discounting decisions made by the wholesaler. The person responsible for this SOP is the Pricing and Discounting Manager. References to other SOPs include Sales Order Processing SOP and Marketing Campaign SOP.
4. Credit Management: This SOP outlines the procedures for managing credit and ensuring timely payments from customers. It includes conducting credit checks, setting credit limits, monitoring overdue payments, and initiating collection activities when necessary. The scope of this SOP covers all credit management activities within the wholesaler’s business. The person responsible for this SOP is the Credit Manager. References to other SOPs include Sales Order Processing SOP and Accounts Receivable SOP.
5. Sales Forecasting: The purpose of this SOP is to establish a systematic approach for forecasting sales and demand. It includes analyzing historical data, market trends, and customer feedback to predict future sales volumes. The scope of this SOP covers all sales forecasting activities within the wholesaler’s business. The person responsible for this SOP is the Sales Forecasting Analyst. References to other SOPs include Inventory Management SOP and Marketing Planning SOP.
6. Territory Management: This SOP defines the guidelines for effectively managing sales territories and assigning sales representatives to specific regions. It includes analyzing market potential, allocating resources, and monitoring sales performance by territory. The scope of this SOP covers all territory management activities within the wholesaler’s business. The person responsible for this SOP is the Territory Manager. References to other SOPs include Sales Order Processing SOP and Sales Performance Evaluation SOP.
7. Sales Training and Development: The purpose of this SOP is to outline the procedures for training and developing the sales team. It includes conducting product knowledge sessions, sales techniques training, and providing ongoing coaching and feedback. The scope of this SOP covers all sales training and development activities within the wholesaler’s business. The person responsible for this SOP is the Sales Training Manager. References to other SOPs include CRM SOP and Sales Performance Evaluation SOP.
8. Key Account Management: This SOP establishes guidelines for managing key accounts, which are significant customers contributing to a substantial portion of the wholesaler’s revenue. It includes developing strategic account plans, conducting regular business reviews, and providing personalized support to key accounts. The scope of this SOP covers all key account management activities within the wholesaler’s business. The person responsible for this SOP is the Key Account Manager. References to other SOPs include CRM SOP and Sales Order Processing SOP.
9. Sales Performance Evaluation: This SOP outlines the procedures for evaluating the performance of the sales team and individual sales representatives. It includes setting performance metrics, conducting regular performance reviews, and providing constructive feedback. The scope of this SOP covers all sales performance evaluation activities within the wholesaler’s business. The person responsible for this SOP is the Sales Performance Manager. References to other SOPs include Sales Training and Development SOP and Territory Management SOP.
10. Marketing Campaign Management: This SOP defines the procedures for planning, executing, and evaluating marketing campaigns aimed at promoting the wholesaler’s products or services. It includes identifying target markets, developing campaign strategies, coordinating with the marketing team, and analyzing campaign results. The scope of this SOP covers all marketing campaign management activities within the wholesaler’s business. The person responsible for this SOP is the Marketing Campaign Manager. References to other SOPs include Sales Order Processing SOP and Pricing and Discounting SOP
Looking for SOP templates for your Wholesaler work? We’ve got you covered. You can build out your company SOPs using the sample SOP information above (added to our template) or our team can put together a starter SOPs template based on your Wholesaler work. Get in touch if you’ve got questions about the quickest way to build out your Sales SOPs library.
