Hardcopies
Where should we ask customers to send orders and revisions to?
hothogs@newpig.com
What is the process if a customer requests better pricing on a P&A that has already been entered?
Email appropriate group
How do you obtain a lift gate fee?
QR cards or zp H
What step should be done before creating a payer?
Search for existing payer or create new one
How do you determine if a quote was submitted as a bid or P&A?
Check trend(OEIO/additional info) or Salesforce (quote object)
True or False
All ship vias in the ship via lookup are active and available to use
False
What contact info should be updated when processing hardcopies and where should it be updated?
Phone & email - in Salesforce
Why should we use an existing quote?
Customer receives their quoted price/closes opportunity/stops follow up emails
When do you handle someone else's revision that's been distributed to you?
What info should be double checked when converting a quote?
Notes, ship via, price, quantity
When using ZMIS, what should always be included in a printed order global note?
Ship method
How often should you follow up with a customer for an order that is on hold?
Daily until order is released from hold
Where do we check to see if an NPC bid has been completed?
Salesforce Activities for bid information
What is something to watch for when working through an Alaska or Hawaii order?
High freight charges, no rate shopping, notes that state to pass to xspecialservs