Owner

U

Untitled

Verification

Verified

Department

Operations

Type

Standard Procedure

Use Cases

Company Wide

SOP Overview

Requests Must Have the following information below before submitting:

1. Who is the donation being made by ( T Edward or supplier)?
2. All donation requests made on behalf of the T Edward Wines must be approved by Executives.
3. 501c3 on file in order to process request

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Terminology

Table of Contents

• Step-By-Step Instructions
• Donations requests from winery or distillery
• Donations requests made by T Edward

Documentation and Resources

Add/Upload Documentation and resources related to this SOP

Include Step-by-Step Instructions below

Step-By-Step Instructions

Donations requests from winery or distillery

1. Wineries or distilleries provide Portfolio Manager with donation request
2. Confirm product SKUs and case counts for the request
3. Check availability to ensure T Edward has supply to accommodate the request without compromising current placements
4. Confirm winery or distillery will credit the products and laid in/fees.
5. Credit should be sent to accounting for the request and any fees incurred by T Edward with Portfolio Manager in copy.
6. Once confirmed and approved, Portfolio Manager will discuss with operations manager how to proceed with the request
7. 501c3 must be on file for all donations and sent to Accounting and Credit Teams

Donations requests made by T Edward

1. All donation requests made on behalf of the T Edward Wines must be approved by Executives.

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