This file serves as a record of all the events, agreements, activities that happened from womb to tomb.
Trello Link - https://trello.com/b/S3Yg8ANh/formulation-projects
1
Clone a copy of the Request History Template in the master link provided.
2
Name the file in the agreed File Naming Convention, sample Customer Name_RH_Date_versionXXX
3
Fill in the Fields on the appropriate worksheet, Trello card link, date of request
4
Copy in a screenshot of the request
5
List down the 'confirmed' project requirements
6
Provide a detailed instructions in bullet form
7
Create a trello card following name convention as [PL] Customer name_SalesPerson'sName, sample: [PL] BuzzThailand_Lucelle Y
8
Ensure that the trello card is under to the 'Project List' category as it is a new fresh request.
9
In the Trello card, summarize the requirements and refer the full details on the Request History File
10
Upload the Request History file on the trello card
11
In the Skype NPD Chat group, inform everyone that a new request has been submitted and include the trello link card
12
Ensure that everybody confirms receipt of the request through skype message
13
Ensure that formulations is ready within 2 to 3 business days
14
For inevitable delays, make sure to notify sales/customer (within 2 business days) for the cause of delay and the new estimated TAT
15
Record the cause of delay and TAT in the Request History File and upload new version to the appropriate trello card
16
Advise the NPD chat group of the updated Request History File and provide summary of the changes
Ensure complete record of the Ingredient Listing details
The Ingredient listing will need to come from NPD. You need to ensure you have everything you need in the file prior to drafting the margins excel.
1
Compare the Ingredient listing details if it meets exactly the requirement details
2
Ensure that it includes, Date of Submission, Formula Name, Ingredient listing, Guaranteed analysis, general specs, BOM, DDF, Kcal as default requirements
3
Copy the Ingredient Listing to the Request History File of the project on a separate worksheet
4
Record any notes included in the formulation to the Request History File
Completing the Margins Excel
Please note that the margins is set for NZD Currency. Proper conversion is needed when using another currency.
1
Clone a copy of the Margins Excel file from the master link provided
2
Name the file in the agreed File Naming Convention, sample Customer Name_Margins_Date_versionXXX
3
In the Customer specs worksheet, copy the instructions and screenshots from the Request History File
4
In the NPD Listing worksheet, copy the ingredient listing from the Request History File
5
In the Dry Dog/Dry Cat IG Worksheet, fill in the fields with the necessary info based on the Ingredient Listing and Requirements of the request
6
In the Pricing Worksheet, fill in the required fields to match the BOM, DDF, Packaging cost, manpower cost and VDF
7
Ensure to calculate first the VDF value to use that matches the project requirements
8
Ensure that the excel cells in the pricing worksheet are coherent
Completing the draft Proposal
The proposal is usually written in a ppt editable format file. The 2018 template can be found on the link provided from the previous task.
1
Ensure that the format and lay out is (as much as possible) strictly followed and no unnecessary changes in terms of font size, font size, lay out among many other. Purpose is to position the brand with coherence and uniformity.
2
For any unavoidable major changes on the design, please advise Iza or Kiara.
3
Ensure to enter the exact date to when the proposal will be sent to Sales or customer
4
Ensure that the company name is spelled properly and completely.
5
Ensure that the customer name, title, company name are written accordingly, otherwise, highlight in red XXX so sales will be able to pick it up for further editing. Remind sales to make the necessary edits upon sending of the draft proposal.
6
Indicate in the message, page 2 of the proposal whether it's a new proposal, a revision and the sequence of the revision.
7
Indicate in the message, page 2 of the proposal to the products included in the proposal, eg, dry cat or dry dog, RDF, etc
8
Ensure that the 'sender's details at the signature section is complete and spelled correctly.
9
In Page 3, list out the project requirements in bullet form. for revisions, indicate the requested changes against the previous requirements to help with differentiation.
10
In page 4, complete the fields of the project requirements with the correct narratives based primarily on Ingredient listing, product category, nutritional profile among many others
11
In the Feeding guide, ensure to follow the standard feeding guide template considering the kcal values per formula
12
In the pricing page, present the prices according to the requested bag sizes and the preferred currency
13
In the pricing page, indicate the MOQ, Shelf life, shipping terms, payment terms among many others
14
In the last page, indicate the correct customer's company name and the appropriate signature.
15
Review: review to ensure zero spelling errors, no grammatical issues, consistency of the lay out and the accurateness of data for each page.
Presentation of proposal
The part where the proposal is forwarded to sales for review and edits.
1
Forward to sales the ppt version of the proposal so they can make changes on some sections that requires further details, eg customer name, company name etc
2
Do not forward to sales the margin excel file of the computation and the ingredients listing
3
Indicate the working days it took to complete the proposal draft
4
List down necessary notes for Sales to know eg, no artichoke included in the IG due to inavailabililty of the raw mats
5
Indicate to Sales to confirm receipt of the proposal as form of courtesy
6
in your cc section of the email, add Iza, the pipedrive dedicated link
