Streamlining
Information that needs to be confirmed before order moves to Production.
What is Missing Information?
What website should be checked for list of approved GSA products?
What is GSA Advantage
A company who provides manufacturers specializing in contract / commercial furniture solutions to an end user.
What is a Dealer?
When adding an RSD to an order, where should approvals to attached?
All approvals for an RSD PO Change should be added to the opp.
Where should Progress Notes be added on the Opp? How often should Progress Notes be updated?
Under “Description Information”
Twice monthly: 15th and 30th
Before starting a Quote, name 1 of the 3 things you’ll need from customer?
End User’s info
Billing and Shipping Info
Confirm GPO
What discount is used for GSA “Open Market” quotes?
50/20
A dealer or designer who finds the best products / solutions to fit their clients needs
What is a Specifier?
Which approvals are needed when adding RSD / RDD to an open order?
Customer Approval
Production Approval
Shipping Approval
Can an IRS Exemption Certificate or letter be used as a Sales Tax Exemption?
What is NO?
What allows us to quickly find / review previous orders from a particular customer in the system.
What are RepCodes
All GSA approved stock codes should be tagged with what? Where do you find this?
1.MAS / SIN #
2.GSA Advantage
An opp where all designers / dealers / bidders will receive the same pricing.
What is an open project
Which Icon on the MSA Bar is used to initiate PO Changes
The “Pencil” Icon
When do Florida Resale Certificates Expire?
1 Year
When sending out Quotes to customers, what must be included in email?
Name 3
1.Quote Number
2.Freight Estimate / Dock-to-dock
3.TBD – Anything listed TBD on Quote
Can VAMC’s be quoted GSA? What's the max Dollar Amount?
Yes, if Quote is under $10k
Whoever is acquiring goods or services or making buying decisions.
What is Procurement?
If you receive Missing Info on a PO Change, should you mark the Tab as “Missing Info Completed” after resolving.
No
Is anyone exempt from Sales Tax in the state of California?
NO
Name 5 things that must be confirmed with customer before turning in PO or Signed Quote.
1.Billing Email Address
2.Shipping Contact Name / Phone #
3.Current Year Resale Certificate
4.Accounting Terms
5.End User’s Info
List 5 of the 9 approved IDIQ Dealers
1.Cuna Supply – TX
2.Coronado DC – CA
3.Johnson Danforth & Assoc – AR
4.Veteran Office Design – NC
5.GovSolutions – VA
6.A Pomerantz & Co – PA
7.SDV – NC
8.TRG United – OH
9.JPL - FL
An opp where one dealer / designer will receive preferential pricing over the other(s). What discount should be given?
What is a Registered Project
50/20
If you are requesting a finish color change, what should be included in your email to Production?
Stock code(s)
Job Number
New / Old Finish Color
Customer Approval and Original SOC
Qty
What are the dollar amounts we can increase an order by, without customer approval?
$750 - Freight
$500 - Product Total