PUT POLICIES IN WRITING!
This manual shows an example of an operations manual for packing and shipping stores. The CD ROM has the manual and forms in Word® and Excel® so that you can change and customize the operations manual, forms, and files to your business procedures and policies easily. This makes it easy to insert your company graphics, too.
Have your standards of operation in writing for easy reference. We give recommendations to the owner in bold with choices for the manual. Major topics are briefly described below. To view all information, see Table of Contents and Files on the CD.
- Basic Company Information (services provided, store times, company standards and policies, mission statement, etc.)
- Pay (sick pay, vacation, holiday, bonuses, and more)
- Company Equipment and Tools (usage, care of)
- Processing of Orders (at the counter, upgrading sales, work flow, packing standards, etc.)
- Opening Standards (work times, parking, HVAC standards, counting drawer, starting POS, reading closing notes from previous day, etc.)
- Daily Checklists (standards, stocking procedures, clean-as-you-go policy, forms, etc.)
- Closing Standards (register close-out and deposit standards, overages/shortages policies, closing notes, security)
- Monthly Checklist (inventory counts, mailbox audits, cleaning, end of month reports, etc.)
- Security (security system, being aware of people in and around store, preventing robberies, what to do in the event of a robbery, etc.)
- Emergencies (power outages, storms, fires, injuries)
- Customer Relations Standards (standards with greeting, language, etc.; phone standards; providing options; handling questions; follow-up time standards; standards with complaints, limits of power to reimburse for complaints, forms, etc.)
- Quoting (how to do a quote, availability of services, time standards, etc.)
- Telephone Standards (employees, customers, telemarketers, etc.)
- Inventory (ordering, receiving, transferring, merchandising)
- Carriers (preferred vendors for different services, high value items, liability issues, return services, handling of tracers, handling of claims, C.O.D. procedures, freight, etc.)
- A special section is included for the store owner on bookkeeping for the retail packing and shipping industry. This covers many topics which include bookkeeping basics
- Most importantly, learn how to interview to recruit the best employees.

|
 |
|
"After we had an 'experience' with an employee, we knew that we needed an operations manual to put our policies and procedures in writing. I couldn't believe how easy it was to do with your Operations Manual! Now all of our employees know our goals and how we operate. Thank you!"
-Thomas Hinton
"Thomas, this is why we wrote this, besides the fact that others in our packing and shipping industry requested this operations manual. Thank you for your comment! State rules vary, so make certain that you have your operations manual approved by an attorney. It could save you not only money in legal fees, but it could give you nights of peaceful rest."
- Fran Scarborough, Author
Don't Forget to See the
New Store Operator Special. |