Wholesales Procedure

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Adding a new customer

Email the fg-staff list with the following information:

  • Company Name
  • Contact Name
  • Email
  • Phone
  • Physical Address, City, Postal Code
  • Brief description of what types of purchases they will be making

Processing an order

  1. The customer will either call or email our current wholesale point person (WPP) with an order request
  2. Create a ticket for the order in redmine outlining the customer and the items ordered. The order is the ticket number in redmine.
  3. Tell the customer a rough approximate time for fulfillment
  4. Fill the order and store in the warehouse
  5. Contact the customer to notify completion of order
  6. Arrange pickup or shipping
  7. List the final tally of items being sold in the ticket, with itemized prices
  8. Once the shipment is picked up, update the ticket status to delivered, awaiting invoicing.
  9. The ticket is then assigned to the point person for billing
  10. After an invoice is sent the ticket is closed.