Delivery Requirements
Name and direct phone number are both required when obtaining this piece of information.
What is a delivery contact.
This order type is a bridge between a sample and a pilot. It includes specific, highly important components.
What is an RFP?
Attendance, apologizing, correcting mistakes, communicating needs, and asking for help are all examples of this Lead skill.
What it accountability?
This sub department works with Order Processing, Warehouse Fulfillment, and Procurement to ensure inventory can be fulfilled for each order.
What is Order Management?
External conversations or phone calls should be documented using this case feature.
What is a user note?
This shipping method is used when an order contains 26-30 or more boxes.
What is freight or LTL?
This order type is required to have a quote, regardless of the order total.
What is a pilot?
Applying critical thinking means that you are able to ______ potential problems and _______ for a solution.
What is predict and plan?
These two subdepartments are responsible for addressing errors or concerns once an order has been fulfilled and billed.
What is order concerns and billing?
"unreasonable" sample request for Reycraft or PD essential books should be approved by this single person.
Who is Lisa Wycuff?
These event types require a hard delivery date.
What are conferences, committee reviews and pilots?
Sometimes the math just doesn't math. We should always take this extra step when reviewing a purchase that has a quote.
What is review both the PDF copy and the current version of the quote in NetSuite.
A good lead is not afraid to __________ their plan and remain __________ when problem solving.
What is communicate and open-minded?
When you know an order must be delivered on a specific date, but you aren't sure when it should ship . . . . you should email this department to request a ship date.
What is Transportation?
This "parent" type is often referred to as the "Customer."
What is Financial Parent?
This refers to a day that is intentionally built in to a shipments transit time.
What is a hedge day?
It is the leads responsibility to ensure that this order type has not already been processed before the case is assigned to an order processor.
What is PD?
Reassigning task or responsibilities down, across or up is an example of this strategic time management category.
What is delegate?
These "place holders" must be updated by the pricing team before an order can be processed.
What are BEC TO COME codes?
A good email exhibits these 6 characteristics.
What are concise in wording and structure, proper greetings and salutations, provides clarity and not confusion, clear objective, appropriate recipients, and communicates needs up front/anticipates future questions.
Large consolidated orders shipping to a central location require this piece of information on each sales order, which assist the customer in inventorying and distributing print items.
What is an attention to shipping name?
Individual customers are prohibited from purchasing these materials, unless they are a teacher.
What are digital and teacher materials?
Using logical reasoning is a large part of this intentional way of analyzing information and problems.
What is critical thinking?
We should not provide information to customers when this type of question is asked. Instead, we should connect the customer to their sales rep. The rep will work with the pricing team to answer the customers question.
What is pricing structure?
This account type is not affiliated with a public school, CMO, or Archdiocese. They generally fund themselves and more importantly, they do not share student data outside of the building/organization.
What is Independent?