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Owner
U
UntitledU
UntitledVerification
Verified
Department
Sales
Type
Standard Procedure
Use Cases
OrdersCredit
SOP Overview
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Table of Contents
Documentation and Resources
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Include Step-by-Step Instructions below
Step-By-Step Instructions
When a rep is borrowing from one customer to bring to another.
Sales rep will need to request a credit from the credit dept to give to customer at the time of pick up.
A hand delivery invoice must be created by the orders team. On both documents the name of the TEW rep delivering must be present on both the credit and the sales invoice.
Credit and Orders must coordinate with Sales rep. Sales rep must send the credit dept the signed POD.
A clear scanned copy for record. Both credit and invoice are posted for the date of delivery and the invoice is not posted until the signed POD is saved to the posted sales order.
Orders must follow up with the reps that make handle deliveries for the signed POD.
