Contacts
What contact information should we always have before a bride comes in for an appointment?
First & Last Name, Phone Number, Email, CC Information, How Heard
1. Search Items - search via name, description, etc. 2. Gallery view - search via photo, sort by max/min pricing, etc
Explain the difference between Creating a Special Order & Creating a Sale
A Special Order is created when we are ordering anything specifically for a bride that is new & not from our showroom floor.
A Sale is any item sold from our current stock/inventory off the floor.
Name 2 things that should always be entered on a receiving voucher.
Invoice Date, Invoice Number, & Freight (if applicable)
How many people can be added to the Bridal Live waitlist feature?
5 max
What information should be added, changed, or entered into the bride's contact record once she's completed an appointment?
Associate name & appointment notes
When you create a new special order, what are the first two things to add to the SO before you add any items to the SO?
Bride's Name (so her measurements populate) & Associate Name
Aside from the receiving voucher, what else needs to be done to check in an item.
Inspect gown, take photos front/back & upload into BL, print pick up slips, put in hanging back/accessory bag, & call bride to p/u.
What should never happen until ALL items on a special order are completed.
Hitting the purple 'Complete Special Order' button on the special order
How would you send a bride record of her favorite gowns/accessories she tried on during her appointment?
Click on the bride's email address on her contact record & select the "Client Portal - Dashboard" email template & hit send.
Use the designer/vendor code (i.e. EOA for Essense of Australia or SNR for Sareh Nouri) followed by the customization you're looking for.
Dress (followed by any dress customizations), accessories (followed by any accessory customizations, other fees/rushes, wedding gown preservation
What happens if there's a defect in the gown?
Name 4 of the email templates available to send to brides on Bridal Live?
What do we require to be on the bride's 'Measurements' page? Explain how much/how little information should be on the Measurements page itself.
Bust, Waist, Hip are mandatory. In Notes below, add all other measurements that aren't part of the form fills - but only ONE sets of measurement (the final set) should be included.
Vendor Size Chart, Rep Contact Info, Phone Number, Vendor Code, Address Info, Account Information, Address, Email Address, Website URL or Portal URL
Name 3 lines from our Special Order Sales Agreement
(Refer to Special Order Sales Agreement)
What needs to be added to the hard copy/paper copy of the invoice?
The receiving voucher number, date, & initials.
Line item notes (not notes from the bottom left note section), measurements & measurement notes
The following actions should be taken on a bride's BL record once she purchases a gown.
Mark as VIP, Assign Gown Photo, Mark as Purchased, Add Sales Receipt to File, Add Address, Upload Notability
Name the difference between an Inventory Item & a Non Inventory Item.
Inventory Item = an item physically in our showroom (whether or not it's discontinued).
Non-Inventory Item = an intangible item in the system with a price (i.e. rush fee, customization charge, etc).
Walk through the process of completing a sale once you've added all the items to the Special Order.
What all needs to be done to properly check in a STOCK piece before putting on the floor?
Check in gown, label gown with name, steam/press gown, & add train hanging ribbon
Name 3/4 items that appear on the "Attention Items" box on your Bridal Live home screen?