Customer Service:Customer Application - Revision history

Donnak: /* Customer Application Email Examples */

2020-02-26T17:51:36Z

Customer Application Email Examples

Donnak: /* Customer Application Emailed */

2020-02-26T17:45:34Z

Customer Application Emailed

Donnak: /* Customer Application Emailed */

2020-02-11T23:43:11Z

Customer Application Emailed

Nathalier at 17:09, 2 April 2018

2018-04-02T17:09:33Z

Nathalier at 17:09, 2 April 2018

2018-04-02T17:09:13Z

Nathalier at 17:07, 2 April 2018

2018-04-02T17:07:05Z

Nathalier at 16:57, 2 April 2018

2018-04-02T16:57:46Z

Nathalier at 16:56, 2 April 2018

2018-04-02T16:56:39Z

Nathalier at 16:50, 2 April 2018

2018-04-02T16:50:23Z

Nathalier at 16:47, 2 April 2018

2018-04-02T16:47:24Z

@@ Line 56: / Line 56: @@
 [[File:hotline1.png|500px]]
-==Customer Application Email Examples==
+==Customer Application Email Example==
-* '''New Customer- More than 1 Year'''
+* '''New Customer'''
 [[File:More than 1 Year-New C.PNG|400px]]
 ==Customer Application Returned==

@@ Line 51: / Line 51: @@
 #Email '''application form''' to potential customer {{unc|\\SUPERSERVER\FormsGeneral\Membership\Customer Set-up Forms\Customer Application\Customer Application\UWD000-uniPHARM-Customer Application.pdf|Customer Application}}.
 #Email '''narcotic authorization form''' if the company is a pharmacy {{unc|\\SUPERSERVER\FormsGeneral\Membership\Customer Set-up Forms\Customer Application\Customer Application\UWD021-Narcotic Authorization Form.pdf|Narcotic Form}}.
 #Create a Hotline Incident under account '''(11087)'''; enter '''contact, tel#, and any additional notes'''). <span style="color:#FF0000;">'''Problem'''</span>:'''NAR''', <span style="color:#FF0000;">'''Resolution'''</span>: '''NAC''',<span style="color:#FF0000;">'''Status'''</span>:'''NAR'''.
 #If the customer application has not been returned within a week, follow-up and close the Hotline if the potential customer has decided not to submit a customer application. Enter notes into Hotline Incident and change status to NAC.

@@ Line 48: / Line 48: @@
 ==Customer Application Emailed==
 # Screen potential customer prior to emailing customer application to ensure the potential customer is able to meet our terms and conditions. {{unc|\\SUPERSERVER\Customer Service\common\Customer Application\Terms and Conditions\Customer Terms and Conditions.docx|T&C}}.
-# Check to make sure they do not have an existing account. If there is an existing account which has been inactivated, a new customer application will be required and if approved, the same account number could be used if there has been no change in ownership and principals.
+# Check to make sure they do not have an existing account. If there is an existing account which has been inactivated, a new customer application will be required and if approved, the same account number could be used if there has been no change in ownership and principals. Advise customer that there will be a $25 service fee to reactivate the account.
 #Email '''narcotic authorization form''' if the company is a pharmacy {{unc|\\SUPERSERVER\FormsGeneral\Membership\Customer Set-up Forms\Customer Application\Customer Application\UWD021-Narcotic Authorization Form.pdf|Narcotic Form}}.
 #Create a Hotline Incident under account '''(11087)'''; enter '''contact, tel#, and any additional notes'''). <span style="color:#FF0000;">'''Problem'''</span>:'''NAR''', <span style="color:#FF0000;">'''Resolution'''</span>: '''NAC''',<span style="color:#FF0000;">'''Status'''</span>:'''NAR'''.
 #If the customer application has not been returned within a week, follow-up and close the Hotline if the potential customer has decided not to submit a customer application. Enter notes into Hotline Incident and change status to NAC.

@@ Line 57: / Line 57: @@
 [[File:hotline1.png|500px]]
-==Customer Application Emailed Examples==
+==Customer Application Email Examples==
 * '''New Customer- More than 1 Year'''

@@ Line 61: / Line 61: @@
 * '''New Customer- More than 1 Year'''
 [[File:More than 1 Year-New C.PNG|400px]]
 ==Customer Application Returned==

← Older revision		Revision as of 17:07, 2 April 2018
Line 56:		Line 56:

	[[File:hotline1.png\|500px]]		[[File:hotline1.png\|500px]]
		+
		+	==Customer Application Emailed Examples==
		+
		+	* '''New Customer- More than 1 Year'''
		+	[[File:More than 1 Year-New C.PNG\|400px]]

	==Customer Application Returned==		==Customer Application Returned==

@@ Line 36: / Line 36: @@
 '''The requirements to become a customer include:'''
-*Meeting daily order minimums {{unc|\\superserver\Customer Service\common\Customer Application\Terms and Conditions|Customer Terms and Conditions}}
+*Meeting daily order minimums {{unc|\\superserver\Customer Service\common\Customer Application\Terms and Conditions\Customer Terms and Conditions.docx|Customer Terms and Conditions}}
 *Location
 *Type of business

@@ Line 30: / Line 30: @@
 *No associated banner fees
 *Use of Brand
-*For more information, please see {{unc|\\superserver\Customer Service\common\Customer Application\Shareholder Information|Banner Program}}
+*For more information, please see {{unc|\\superserver\Customer Service\common\Customer Application\Shareholder Information\Banner Program.pdf|Banner Program}}
 ==Potential Customers==

@@ Line 58: / Line 58: @@
 ==Customer Application Returned==
-#Review customer application and documents for missing information (i.e. PST#, incorporation data, banking, trade references, etc) and obtain information if missing.
+#Review customer application and documents for missing information ''(i.e. PST#, incorporation data, banking, trade references, etc)'' and obtain information if missing.
-#If Corporate account such as Rexall or Shoppers Drug Mart - no need to obtain banking and trade references.
+#If Corporate account such as '''Rexall''' or '''Shoppers Drug Mart''' - <span style="color:#FF0000;">'''no need to obtain banking and trade references.'''</span>
-#Write Hotline # on customer application.
+#Write '''Hotline #''' on customer application.
-#Enter additional notes into Hotline Incident and change handler to Manager, Finance. If the Manager, Finance is not available change handler to General Accountant.
+#Enter additional notes into Hotline Incident and change handler to '''Manager, Finance'''. If the Manager, Finance is not available change handler to '''General Accountant'''.
-#Forward all documents to the Manager, Finance.
+#Forward all documents to the '''Manager, Finance'''.
 [[File:hotline2.png|500px]]