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Welcome to the New Home of T. Edward Wines SOPs. We’ve created this as a centralized location for all SOPs are accessible to TEW Employees. The SOPs are outlined below and categorized by departments.
To View Each Department individually click the appropriate Page below.
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Company SOPs
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Delivery MinimumsDonation Requests/w=3840,quality=90,fit=scale-down)
How to Clear Cookies/w=3840,quality=90,fit=scale-down)
File Naming ConventionTech SOPs
Bug/Issue Reporting/w=3840,quality=90,fit=scale-down)
TEW Email Signature/w=3840,quality=90,fit=scale-down)
Submitting a Project Request to the Tech TeamTech Team File Naming Conventions
Enable Microphone in Remote DesktopTech Team Issue Handling ProcessOrder Types and Order ChargesPop Up Notes (ANT)Wine.com ManagementSales SOPs
Direct Import SalesOrder Procedures for RepsVIP Pickup RequestSales & Operations Planning for Billecart-SalmonImmediate PicksIncentivized Commissions (4%/12%) SOPNY/NJ/PA: Pruning List and Price Change SOPMarketing SOPs
Monthly Sales Newsletter Email
Salsify AccessRequesting Sales Collateral New Producer OnboardingCreating a Product Tasting Book for a Tasting Event Running a Project Kickoff Meeting
Starting a Project Card in the Marketing Project BoardPlanning a Social Post for InstagramTech Sheet Production & Master Sheet (SOP)Sevenfifty Events PageSevenfifty/Provi Inventory UploadManual Edits in SevenFifty/ProviPROVI SOPCurrent Email Strategy + Expansion OpportunitiesT.Edward Producer Biography Style GuidelinesOrders SOPs
A TicketOrder Board Daily TasksHand Delivery/w=3840,quality=90,fit=scale-down)
Allocations‘Z’ Promotional ItemsWestern Carrier PortalLate OrdersShipment Method CodeCentralized BookkeepingClosing Out MonthCompliance Pricing MissingVan Shorts | Over Allocation | Short ShippedNJ Price Posting ProceduresNationalApprovalsBill & Hold- NY Customer ONLYBTG Pour ProtocolBorrowingCase Breaks & DealsTEW Connecticut Delivery FeesDaily Cut Off TimeSales OrdersKey Keg CouplersNY Mix & MatchOrder TypesPLCBPick Up RequestSLA Request Approval for ReturnSales Sample Budget
Allocation ReportsOFFICE SAMPLE POLICY
SamplesPLCBPurchasing SOPs
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Launching New ItemsVendor SeparationItem Card SetupRun a Purchase AdviceProcess Vendor InvoicesNew Brand/Item Product LaunchesDirect Drop Shipments in New YorkBrescome Purchases through TEW ShippingCompliance SOPs
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Compliance Registration RequestsCompliance Sample RequestsAccounting
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Beverage Tax JurisdictionDepositsNational SOPs
Adding New SKU for National CustomerSales Over 10cs / Low InventoryCredit SOPs
Utilizing Comment section on Customer Card in BCSet up Customers for Direct Debit /w=3840,quality=90,fit=scale-down)
Customer Cards & Credit ApplicationsDocument Worksheet (COD Batch)Document Worksheet (7 Day)FintechUpdate NJ Expired Temporary LicensesACH Approval Process SLA Delinquent Status & ProcessingCheck Hand Delivery Location CodeMarrying Invoices/w=3840,quality=90,fit=scale-down)
Update NY Expired Temporary LicensesUpdating Sales Reps on Customer CardsRetrieve and Save DNT Express-DNT Clyde PODsCUSTOMER RETURNS TO THE OFFICEProcedure for Releasing pending Orders with Past DuesTech Guides
Resetting Login in PocketAdvantage & PocketAdvantage+How to Access the Sandbox Environment in Business CentralCreate an Email Distribution List in Microsoft 365Submitting Website FeedbackData StandardizationsFixing ‘Email Address Does Not Exist’Accessing Remote Desktop from Windows and MacHow to Copy Files from Remote Desktop to Microsoft 365 Cloud: One DriveWork With Requests (Supplier or Producer)Shared Email TemplatesPrice Books FAQM365 Groups/Email Distribution ListsHow to Clear CookiesOrders Guides
Order Board Daily TasksCredit Guides
Document WorksheetCUSTOMER ACCOUNT SALES REP TRANSFERSCT COD LIST RULESHow to Create a Credit Memo in CT NavHow to Create a New CT Customer CardEmails from WSWC about ClosingsFedex/USPS - sent from office SOPShopify - Adding a Product to Shopify/w=3840,quality=90,fit=scale-down)
Event Requests