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Stockist Workflow [Shared]
Transcript of Stockist Workflow [Shared]
Uses FORM only
to place order.
Orders placed by
Add incentives or
LIVE SHEET CHECKED
Checked for any
OOS NOT ADDED TO
goes to Stockist
CS send Email
24 hours of order
generated & sent
goes to Stockist
BY STOCKIST &
Invoice / Account
Short Date Products
End of Month
ready for next
Stockist receives regular newsletters & calls from their BDM. Any products including testers, staff incentives, extra samples, replacements are added to the ‘LIVESHEET’.
CX team check ‘LIVESHEET’ for any additional products to add to order. CX team check order for any OOS and unless production is imminent submit order to LW without these.
Stockists submits order to ‘
’ using the excel order form.
Email confirmation is sent to stockist & ‘
’ within 24 hours. Email will notify stockist of any OOS or deadline issues.
For any invoice/payment issues they will contact
For any order issues for example, discrepancies, damage in transit, WMO the stockist will contact
directly and CX will pick these up and resolve.
BDMs do their monthly/weekly communication with stockists and add any comments to the LIVESHEET for the next order.
What about Prospecting? Send all prospect orders to
What about Marketing? Send all marketing orders (big or small) to
CX will write the notes and make sure they’re included with your order.
Stockist receives dispatch email including carrier and tracking details.