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Owner
U
UntitledVerification
Verified
Department
Credit
Type
Standard Procedure
Use Cases
Credit
SOP Overview
New Procedure in place to avoid customers placing new orders and not paying past dues.
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Table of Contents
Documentation and Resources
Add/Upload Documentation and resources related to this SOP
Step-By-Step Instructions
- Evaluate Customer - If customer is placing a new order and has past dues and on COD with T. Edward Wines, please see how to handle different scenarios below.
- If Customer has past dues with T. Edward Wines and on COD a payment plan must be established prior to releasing new orders. Any outgoing orders can be sent out COD. If at any time a payment bounces customer will be responsible to pay for the order and bounce check fee to continue purchasing from T. Edward Wines.
- If customer has 2 past due invoices and on COD with T. Edward Wines, no new orders will be sent out until 50% of balance is paid off or payment plan established.
- If customer really needs an order and cannot contribute to past dues on COD outgoing order can only be Certified check. (MARIO NEEDS TO CONFIRM IF THIS IS OK)
- If customer owes Bill and Hold fees or Bounce check fees (GET LISA / SALES MANAGEMENT INPUT)
- Any uncertainty please reach out to Yamilee, Mario, Lisa.
