1. Kochi Office Activities
Accounts
Air-conditioning & Refrigeration
Kitchen Equipment
Laundry Equipment
Logistics/Order Processing
Spare Parts
Sales in Kerala

2. Accounts Division All vendor related jobs of WFZE
Reconciliation of Inter Co. accounts (Wotek USA, WES, WFZE, Wotek BPO).
Reconciliation of bank records of Bank of Baroda – AED, USD, Euro A/cs & Emirates Bank.
Calculation of management fee payable to Wotek USA & commission payable to WES.
Preparation of customer wise ageing report.
Other miscellaneous work assigned on adhoc basis
All WES accounts work except data entry.

3. AC&R Division
PI Preparation for BMS & standalone controller enquiries including valve selection.
Selecting required chilled water valves.
Preparation of Submittals, Raising diagrams, BTU meter selection & quotes.
Preparation of SOP & Schematic diagrams.

4. KE Division
Procuring pricing from vendors around the world, follow up with them for special discount for order finalization & preparation of Quotations based on the Tender documents received from consultant / client.
Preparation of Technical details (soft & hard) for various Projects.
Preparation of MEP service data sheet for making MEP service drawings & design layouts for kitchen projects.
Submission of PI with HS codes to customers for obtaining EPCG license, preparation & placing of orders to various vendors around the world, follow up for OA’s, delivery status, preparation of Packing lists as per the vendor shipping details.

5. LE Division Laundry Equipment PI’s for WFZE & WES
Complete Technical specifications with images of equipment to consultants for tender purpose.
Technical advantages & Price comparison of vendors & competitors.
Submission of Service Schedules for various projects in WFZE & WES
Preparation of Design Layouts, Templates & Blocks of equipment, MEP drawings, finalizing designs as per requirements of Sales/Service persons for various projects for WFZE & WES.

6. Logistics/Order Processing Division
Preparation & placing orders to various vendors for KE, LE, Hufcor, Spare parts for WFZE & WES and forward complete job documents to Irene/Rebecca.
Order follow up of LE, KE, Spare parts & Honeywell with the vendors, which includes Dubai, Saudi & Indian orders & updating PO master file with all info for Dubai & USA jobs.
Updating vendor despatch details to the concerned sales co-ordinators.
Shipping instructions for moving spare parts for Indian orders & forwarding all docs to the concerned persons.
Sending weekly status report to all for Equipment, Spares & Hufcor orders.
Making MRN for all shipments moved from TCL to Dubai.
Preparation of Monthly Vendor Purchase Report.
Preparation of Inland freight comparison chart.

7. Sales in Kerala

8. Spare Parts Division
Procuring prices from concerned vendors around the world & preparing PI of all enquiries from WFZE & WES.
Updating of Quotation register & sending pending enquiry status every weekend to Dubai & Saudi.
Preparing report of enquiries of all Divisions separately at the end of each month.
Item creation for spare parts in GP.

9. Quotes Prepared For The Year-2011
DIVSIONS
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
TOTAL
AC&R 40 67 46 45 55 50 33
381
AC&R SUBMITTAL 6 3 7 5 4 42
DRAWINGS 15 28 22 23 27
203 KE 34 LE 83 92 52 86 90 58
566
SPARE PARTS
189
172
211
164
237
198
165
117
1453
311
344
396
309
404
376
303
236
2679
Please highlight, as bullet points, any major issues of the division, for discussion in this forum

10. Order Received-2011 DIVISIONS JAN FEB MAR APR MAY JUN JUL AUG TOTAL
AC&R
HUFCOR
NIL 1 4 8 KE 2 3 6 5 18 LE 12 7 71
SPARE PARTS 16 34 50 40 37 27
238 22 41 72 49 52 38
335
Please identify any Key achievements, developments, etc of the division

11. Key Issues

12. New Opportunities / Thrusts
Please identify any major opportunities , focused areas, etc that the division is working on.

13. Next Three Months Action Plan
S.No.
Action
By When
By Whom 1 2 3 4 5
Clearly defined 5 Key Actions that the division will be working on