ORS - 2013 Sales - SafetyCulture

Information

Order Management - COMPLETE-DTL

Review all COMPLETE-DTL action items up to a maximum of 10. The associate has up to 48 hrs after the installer submits the detail to create an estimate and contact the customer.
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# with no follow up within 48 hrs.
# where follow up was not adequate.

Review all ESTIMATE-ALL action items up to a maximum of 10. Initially the salesperson is required to follow up with the customer within 3 days after quoting the project, then follow up is required every 7 days after initial contact.
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# of action items where INITIAL follow up was not within 3 days of quote being made.
# of action items where no comments have been entered.
# of action items where customer contact and/or comments were not timely.

Review all INVOICED-SOS & INS action items up to a maximum of 10. The salesperson must attempt to contact the customer within 48 hrs and comments must indicate when the customer will return to pay for the project beyond 48 hrs.
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# of action items with no follow up.
# of action items where follow up was not adequate.

Review all NOTIFIED-SOS action items up to a maximum of 10. The salesperson must attempt to contact the customer every 7 days. (Please also determine if the INITIAL contact occurred within 24 hrs of receipt.)
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# of action items where INITIAL contact was not within 24 hrs of receipt.
# of action items where no comments have been entered.
# of action items where customer contact and/or comments were not timely.

Review all ORDERED-SOS action items up to a maximum of 10. The salesperson must follow up on past due orders or orders where the vendor posts a change to the due date that is later than the original date.
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# of action items with no follow up.
# of action items past due with inadequate comments.
# of action items with ship date / quantity changes with no follow up.
# of action items with ship date / quantity changes with inadequate comments.

Review all SOLD-SOS action items up to a maximum of 10. The salesperson must place the order within 24 hrs of tender.
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# of action items with no follow up.
# of action items where follow up was not adequate.

Review all NOTIFIED-INS action items up to a maximum of 10. The installer must make every attempt to schedule the install with the customer within 2 business days of being notified by the store that the product for install was received. The store must initiate Call #2 within 24 hrs of the install being scheduled with the customer.
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# of action items where the installer did not schedule the install within 2 business days.
# of action items where Call #2 was not completed within 24 hrs of install scheduled.
# of action items where customer contact and/or comments were not timely.

Review all RECEIVED-INS action items up to a maximum of 10. The store must notify the installer that the product has been received and is ready for install within 24 hrs of receipt of product.
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# of action items where the installer was not called within 24 hrs.
# of action items where follow up was not adequate.

Review all SOLD-INS action items up to a maximum of 10. The store must notify the installer of the new job as well as initiate Call #1 within 24 hrs of tender.
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# of action items where the store did not notify the installer within 24 hrs.
# of action items where Call #1 was not completed.
# of action items where customer contact and/or comments were not timely.

Review all SCHEDULED-INS action items up to a maximum of 10. The store must initiate Call #3 within 24 hrs of completion of the install.
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# of action items where the store did not complete Call #3 within 24 hrs of completion of the install.
# of action items where customer contact and/or comments were not timely.