Operations · Admin

Organise every part
of how your business runs.

TBS builds the standard operating procedures, admin formats and workflow systems that eliminate daily chaos — giving every team member clarity on what to do, when to do it, and how to do it right.

  • Order processing and tracking SOPs from receipt to dispatch
  • Vendor and purchase management formats
  • Invoice, credit note and debit note formats with approval flows
  • Internal communication and escalation systems
  • Return and replacement SOPs that prevent disputes
  • Daily admin checklists for every department head
Service Highlights
  • Order processing and tracking SOPs from receipt to dispatch
  • Vendor and purchase management formats
  • Invoice, credit note and debit note formats with approval flows
  • Internal communication and escalation systems
  • Return and replacement SOPs that prevent disputes
  • Daily admin checklists for every department head
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What We Deliver

Key deliverables & outcomes

Every engagement is custom-built for your business. Here is exactly what you get.

Order Management SOP

Complete order-to-dispatch SOP — order receipt, confirmation, production scheduling, packing and delivery tracking formats.

Vendor & Purchase System

Purchase order formats, vendor evaluation checklists, material receipt notes and payment approval workflows.

Invoice & Finance Formats

Invoice templates, credit note formats, debit note policies, payment receipt trackers and outstanding statement formats.

Return & Replacement SOP

Clear return policies, approval flows, replacement timelines and documentation formats that prevent distributor disputes.

Daily Admin Checklists

Department-specific daily checklists that ensure nothing falls through the cracks — for admin, dispatch, accounts and sales.

Internal Communication System

Escalation pathways, issue reporting formats, inter-department coordination flows and weekly review meeting agendas.

How We Work

Your execution timeline

Clear steps, no surprises. From first call to fully operational system.

01
Day 0–1
Discovery Call

Understand your current admin structure, recurring breakdowns and the departments needing SOPs most urgently.

02
Day 2–3
Process Mapping

Map current order flow, admin processes and identify missing documentation and unclear responsibilities.

03
Week 1–2
Build SOPs & Formats

All SOPs, checklists, forms and tracking templates built and customised for your business operations.

04
Week 3–4
Deploy & Train

Team briefing sessions, manager training and 2 weeks of after-support to ensure smooth adoption.

FAQ

Common questions

What exactly is an SOP and why does my business need one?

An SOP is a step-by-step guide for a task or process. When your team follows SOPs, quality and speed become consistent regardless of who does the task.

We have informal processes that work. Why change them?

Informal processes work until they don't — during growth, staff changes or crises. SOPs capture what works and make it repeatable.

Can you build SOPs for a trading business?

Yes. SOPs for trading businesses cover procurement, storage, order management, dispatch, invoicing, returns and payment follow-up.

How long does it take to document all our processes?

Typically 1–2 weeks depending on the number of departments. We prioritise high-impact areas first.

Will our staff actually follow the SOPs?

Yes — if they're written simply. We write SOPs in plain language (Hindi/English) that team members can follow without interpretation.

Can TBS help with vendor and purchase management too?

Yes. Vendor evaluation, purchase order formats, material receipt notes and payment approvals are all part of our operations scope.

Explore More

Other service areas

Ready to get started with admin & operations sops?

Book a free 60-minute audit. No obligation. We'll map exactly what your business needs.