ACCOUNT INFO
This number, on the top right of an order ticket identifies our customer.
Account number
True or False:
When a product get's returned we just toss it back in the warehouse and let someone else figure out what to do with it?
Anytime you take product back you need to write a credit.
BOD stands for...
Bid, Order, Direct
The 4 SHIP VIAs for appliances are
NID - delivery
NII - install
NIS - service
CPU - customer pick up
Always make sure you fill out this field to prevent an order from auto-printing
Line 28 or HOLD CODE
****DAILY DOUBLE****
If you put the wrong billing address or incorrect phone number on an account, you would send a memo to this team...
NorCal credit
What does RFCE stand for?
What does CSR stand for?
Request for Credit Entry
Cash Sale Refund
***BONUS 100***
What is the difference between the 2?
Your required date is set based on...
when the customer will want to take the product.
;FAD - delivery only
;FADIHUS - in house delivery, uncrate, set.
In Trilogie, if the material is shipping out of Meyer the printer number should always be set to:
3556
True or False:
It's ok to hand out spec sheets to customers without a quote?
FALSE!
We should be doing a price quote for all customers, you should be handing them your card.
As we onboard to Build.com remember that it will allow you to make portfolios for your clients.
Our payment policy is
to collect in full 100% of the time.
Due to supply chain issues, we have allowed 50% deposits on over 10k.
When selling a display product, you need to make sure you write up a ticket with 2 SKUs... what are they?
DISPLAYAPPLIANCE
EXTENDED WARRANTIES!!
***BONUS 100***
What needs to happen after we sell a display model and add a warranty SKU?
Line 8 on the back page of an order allows us to enter what pertinent delivery information?
Jobsite contact, call ahead number, email, gate code
What is the code for presite?
;FALAJ
What is the difference between a COD customer and a credit account customer?
**BONUS 100**
How do you get your customers set up with a credit line?
COD is cash on demand, these will be accounts paid by cash or credit at the time of purchase.
Credit accounts are on a 30 day billing cycle with our credit department, you will not need to collect any payment.
**BONUS**
You go to the credit page on the pipeline and send the customer the link or have them scan the QR code.
Line 31 on the back of your order is a field for this
POA
PAYMENT ON ACCOUNT
If you are cancelling a order, in order to delete the ticket, we need to make sure that what gets cancelled.
The PO!!
Remember, the PO needs to be cancelled on both the vendor side and our side.
If my order is complete, ready for delivery/install and paid for I am ready to drop it to this day of the week.
If I place an order for material that will come in later, I should place my order for this day of the week.
BONUS *100* points
The only person with authority to move the required date Mon-Fri is.....
Sunday
Saturday
DAN!!!
Top 5 reasons to sell own brand!
High (!!) margin
Local Rep being Jenn Sheffield
We have authority to take care of customers.
Protected from being shopped.
4 Reasons why your OML is your best friend
Allows you to see when product has come into your orders, allowing you to ship product quickly (aka $$$)
Allows you to check in on your customers periodically and gives them a better customer service experience.
Great way to find out what is missing from orders and request ETA updates before a customer calls you.
Helps you be a better, more organized sales person.
***BONUS 100***
What other reasons?
What list do you never want to be on?
The uncollected list!!
Remember that all payment needs to be collected prior to shipment.
Todd Scott is a contractor and has a large order for a project he is working on. The delivery address is different from his billing address on account. How do we update this?
Ship To should be changed to M for Manual Entry
And address should be loaded on the right hand side of the page.
Carl Fog has an upcoming installation scheduled. He ordered everything in stainless. He has ordered a 36" DF range, a 42" BI fridge, a micro drawer, a 24" dishwasher, a 36" chimney hood, and a 24" UC wine unit.
A presite is needed and there will be haul away of and old UC wine unit.
The customer lives in a 3 story building, the kitchen is on the 2nd level. It will require a 3rd man.
1 granite cut will be needed, but all other electrical and plumbing will be handled by a contractor.
$2000
*trick question - remember, we can't quote the hood without a presite charge!
Aside from price, what are some other ways to win a sale.
Points will be given based on answers:
Customer service !!!!!! (fast call backs, email responses, being attentive to detail, professionalism, pic and spec books)
Value
National Inventory logistics
Level 4 Install skills
Bundling plumbing, lighting and appliances