FAQs 12.02.13

From Customer Business Rules

(Difference between revisions)
Jump to: navigation, search
Current revision (21:41, 2 December 2013) (view source)
 
(47 intermediate revisions not shown.)
Line 11: Line 11:
Client pays: shipping both ways, labor charge, run charge, setup charge (see manager for these amounts)
Client pays: shipping both ways, labor charge, run charge, setup charge (see manager for these amounts)
 +
 +
 +
'''Art'''
 +
 +
A virtual proof can not be submitted as art for an order. The customer must send in an actual art file.
Line 27: Line 32:
There is a $20.00 processing fee for all canceled orders (excluding embroidery - the $100(G) processing fee applies for embroidery), in addition to the charges that have been incurred up to the time of cancellation.
There is a $20.00 processing fee for all canceled orders (excluding embroidery - the $100(G) processing fee applies for embroidery), in addition to the charges that have been incurred up to the time of cancellation.
 +
 +
Make sure that you have the traveler before cancelling the order.
Any order that has lines entered with a dollar value MUST be canceled through the online HITResources process. Only orders that have been created that have no dollar value can be canceled via Order Entry.
Any order that has lines entered with a dollar value MUST be canceled through the online HITResources process. Only orders that have been created that have no dollar value can be canceled via Order Entry.
-
Any order canceled through Order Entry that has a value of $1000 or more must be brought to Janita Yurkonis' attention.  Email her the Order #, Customer Name, Account # and value.  (REMINDER: do not cancel orders through Order Entry if there are any dollar values added to line items.)
+
Any order canceled through Order Entry that has a value of $1000 or more must be brought to Janita Yurkonis' attention.  Email her the Order #, Customer Name, Account # and value.  (REMINDER: do not cancel orders through Order Entry if there are any dollar values added to line items.)
 +
 
 +
When canceling orders over $1000.00, please include information in the comment section. IE: Changed their mind – ordering another item – placing an order at a later date – event – didn’t like other colors and styles and can’t wait for stock….those are just a few examples of information we are looking for. Not just ….customer request…
Line 48: Line 57:
-
Packaging
+
'''Packaging'''
*Mug Mailers:  these are “individual” boxes for mugs; they are not protective; if customer wants both the mug mailers and protective packaging, the mugs will not be inserted in the mug mailer
*Mug Mailers:  these are “individual” boxes for mugs; they are not protective; if customer wants both the mug mailers and protective packaging, the mugs will not be inserted in the mug mailer
*Protective Packaging:  Be sure to quote and inform customer that we will use and charge for protective packaging on mug orders, unless the customer specifically declines them on the PO
*Protective Packaging:  Be sure to quote and inform customer that we will use and charge for protective packaging on mug orders, unless the customer specifically declines them on the PO
-
 
+
*The protective packaging is not needed if the order is shipping via a truck line. If this is the case the mugs are placed on a pallets and shrink wrapped thus reducing the possibility of breakage. If a customer is picking up the mugs here they may or may not need the protective packaging. Let the customer make the call on this
FedEx will only consider drinkware claims for up to 21 days
FedEx will only consider drinkware claims for up to 21 days
Line 74: Line 83:
Pre-Production proofs:  customer pays the setup charge and running charges on the proof, in addition to the regular charges for the order itself
Pre-Production proofs:  customer pays the setup charge and running charges on the proof, in addition to the regular charges for the order itself
 +
 +
Here is some info concerning ColorBrite:
 +
 +
The way we decide which company to outsource them to depends on the quantity, complexity and desired ship date.
 +
 +
China:
 +
 +
- Can do Below 250 in Qty. or more
 +
 +
(minimum of 50 Qty.)
 +
 +
- All 4 color process
 +
 +
- 8 to 10 days from approval
 +
 +
(All considering that we have the traveler, art is outsourced, proof approvals emailed to proofs.)
 +
 +
Jersey:
 +
 +
- Above 250 in Qty.
 +
 +
(not below 250 in Qty. unless they pay for an underrun charge.)
 +
 +
- Spot Colors / 4 color process
 +
 +
- 5 to 7 days from approval
 +
 +
(All considering that we have the traveler, art is outsourced, proof approvals emailed to proofs.)
 +
 +
 +
 +
'''Color Reference Item #34'''
 +
 +
Remember – white bleeds through pink on camo, burgundy and red and is not recommended!
 +
 +
[[Media:34_colors_&_codes.pdf‎]]
 +
 +
 +
'''Color Reference Item #7026'''
 +
 +
We have taken a couple of steps to help eliminate any confusion around this item and which part number in the system refers to which image and/or description in the catalog or on the website. First, we have changed all of the descriptions in the AS400 to better identify each by “flap color/plaid color(s)”. The following can also be used as a cross-referencing tool to match pictures, part numbers, and descriptions:
 +
 +
[[Media:7026_color_reference.pdf‎]]
 +
 +
 +
'''Country of Origin'''
 +
 +
Due to Federal Requirements, new product being brought in from overseas must clearly indicate the country of origin. We can not alter or remove this information on product.
Line 92: Line 149:
If a stitch count is needed, the order should be entered and held for the stitch count. Any pricing adjustments should be relayed to the customer for approval. Advise of additional stitches and charges when sending the proof.
If a stitch count is needed, the order should be entered and held for the stitch count. Any pricing adjustments should be relayed to the customer for approval. Advise of additional stitches and charges when sending the proof.
 +
 +
Customer Service: if you have the traveler, please remember to cc: Pat Langhans and Julia Field when approving embroidery proofs.
 +
 +
Line 101: Line 162:
* Proof?
* Proof?
* If there is a proof, we need an email address to send it to
* If there is a proof, we need an email address to send it to
 +
 +
 +
'''End User Leads'''
 +
 +
All end user leads need to be directed to Mike Marias moving forward, who will send it out to the appropriate sales rep.
Line 112: Line 178:
*Embroidery:  extra charge
*Embroidery:  extra charge
 +
'''Item #5812 & Item # 5816'''
'''Item #5812 & Item # 5816'''
Line 119: Line 186:
[[Media:5816_Template_01.19.11.pdf]]
[[Media:5816_Template_01.19.11.pdf]]
 +
[[Media:5812-5816_Spec_Sheet_02.01.11.pdf]]
 +
 +
This item does not use the standard Madeira thread colors.  Please see the below links for thread colors available for this item.  We have an end-user friendly site called Patchology.  All the colors/info is the same as HPI.
 +
 +
http://patchology.org/thread/
 +
 +
http://patchology.org/fabric/
 +
 +
The thread colors for embroidery on these items are located on the Web site. Direct the customer to use the Web site.  We should not be using the Madeira thread colors.
 +
 +
Orders for these items are to be dropped into the Order Entry folder titled: 5812 & 5816.
 +
 +
These tumblers are microwave friendly.
 +
 +
If you have an order for both the 5816 and 5812 and the customer is requesting to use the same patch on both items (to save money), this can be done, but the patch used will be the smaller size patch.
 +
 +
Be sure to send the Art and PO to Dean immediately. This will help prevent a delay with the order.
 +
 +
We can not use a DST File for this product.
 +
 +
The DOME size is new and improved! ALL orders going forward will have the new size; however, reorders will have the same size as their previous order unless otherwise noted on the traveler.
 +
 +
Digitized proof of art:  24 hours
 +
 +
Actual Sew Out of Embroidered Patch:  3 business days;  $40.00 net
 +
 +
10 Days production after proof approval - add more time if lids and straws are included (depends on the qty of the order – (check with Dean)
 +
 +
 +
'''Item # 5869'''
 +
 +
If a customer orders the Clear Tumbler we need to indicate the color of the straw they would like. The Detailers need to indicate this on the PO when it is being booked. The default will be a clear straw.
Line 146: Line 245:
Generally received approximately 24 hours after the client places the order
Generally received approximately 24 hours after the client places the order
 +
 +
 +
'''Outsourcing Art'''
 +
 +
When you outsource art, make sure to update the trademark.
 +
 +
 +
'''Over Catalog Quantity Quotes'''
 +
 +
Direct to Outside Sales Representative, or a dedicated Inside Sales Representative.
 +
 +
Email the following information to the Sales Representative:
 +
 +
*JOBBER NAME
 +
*JOBBER COMPANY NAME
 +
*Customer #
 +
*Item # 
 +
*Qty: 
 +
*Item Color:
 +
*Imprint Info: 
 +
*Proof:  Yes / No 
 +
*I/H date:
 +
*Best contact phone number
 +
 +
It is also helpful to include current stock availability.
Line 156: Line 280:
'''PMS Color Match'''
'''PMS Color Match'''
 +
 +
Link to find PMS Color - http://www.pantone.com/pages/pantone/colorfinder.aspx
(see also catalog/Web site)
(see also catalog/Web site)
Line 186: Line 312:
Item number 3335 & 3336 - all multi-color imprint transfers must come from China. Please allow 10 business days for production.
Item number 3335 & 3336 - all multi-color imprint transfers must come from China. Please allow 10 business days for production.
 +
 +
 +
'''Promotions & Specials'''
 +
 +
Product Specials and Promos Folder - Marketing has placed a folder on the ‘P’ drive. Go to  Customer Service, Specials then open the folder, you will see the latest marketing information and specials.
Line 199: Line 330:
If a customer makes a change to a proof, we MUST provide a new proof for approval: they cannot, "approve with changes" and go directly to production.  A  new proof must be made and approved.  We do charge for the subsequent proof; however, if they insist, we will do the additional proof at no charge.
If a customer makes a change to a proof, we MUST provide a new proof for approval: they cannot, "approve with changes" and go directly to production.  A  new proof must be made and approved.  We do charge for the subsequent proof; however, if they insist, we will do the additional proof at no charge.
 +
 +
Virtual Proofs - a virtual proof can not be submitted as art for an order. The customer must send in an actual art file.
 +
 +
"FPO" - For Position Only
 +
 +
 +
'''Ship Dates'''
 +
 +
Prior to giving out a ship date to the customer, we need to check the status of the order. Take a minute to review the order notes, see what department the order is scanned to and check the 15 screen to make sure the order is moving. If an order has a ship date of today or tomorrow and it is still in Order Entry or on Credit Hold most likely the ship date is not valid.
 +
 +
This is also why we need to constantly update the ship dates on orders; it helps us in Customer Service and also helps the Factory to plan out their day.
 +
 +
 +
'''Travelers'''
 +
 +
Be sure to initial and date travelers with any changes that you are making.
 +
 +
Clean out the travelers, if old information in the traveler that is no longer necessary, please get rid of it.
 +
 +
If you change something in AS400 that is produced from WHS 99 or 30, YOU MUST EMAIL DEAN AND PENNY MARIE and advise them of the change. They do not ship from AS400 and will not see critical shipping or production changes.

Current revision

Account Changes

Account changes MUST go to billingupdates@hitpromo.net

Do not send directly to reps in credit. The reply that the task has been completed will come from the rep who handles the request but we MUST send the request to the billing update email.


Adding Imprints to Previously Imprinted Items

Can NOT imprint in the same area where the current imprint it: it will not align properly

Client pays: shipping both ways, labor charge, run charge, setup charge (see manager for these amounts)


Art

A virtual proof can not be submitted as art for an order. The customer must send in an actual art file.


Assorting Item Colors

(see also catalog/Web site)

Can mix the item color at no additional cost as long as the imprint/imprint color remain the same

When mixing item colors, the minimum quantity for each color is the case quantity (especially for mugs); there are some exceptions, such as pens, etc.


Cancellations

(see also catalog/Web site)

There is a $20.00 processing fee for all canceled orders (excluding embroidery - the $100(G) processing fee applies for embroidery), in addition to the charges that have been incurred up to the time of cancellation.

Make sure that you have the traveler before cancelling the order.

Any order that has lines entered with a dollar value MUST be canceled through the online HITResources process. Only orders that have been created that have no dollar value can be canceled via Order Entry.

Any order canceled through Order Entry that has a value of $1000 or more must be brought to Janita Yurkonis' attention. Email her the Order #, Customer Name, Account # and value. (REMINDER: do not cancel orders through Order Entry if there are any dollar values added to line items.)

When canceling orders over $1000.00, please include information in the comment section. IE: Changed their mind – ordering another item – placing an order at a later date – event – didn’t like other colors and styles and can’t wait for stock….those are just a few examples of information we are looking for. Not just ….customer request…


Ceramics

(see also catalog/Web site)

Extra charge for metallic gold or silver imprint

Ceramics are microwavable, with certain exceptions (see below)

Must specify if they want MICROWAVABLE gold or silver

“Halo” or “Gold Banding” is NOT microwavable

Top rack, home dishwasher safe only – once the item has been run through the dishwasher, we no longer guarantee it


Packaging

  • Mug Mailers: these are “individual” boxes for mugs; they are not protective; if customer wants both the mug mailers and protective packaging, the mugs will not be inserted in the mug mailer
  • Protective Packaging: Be sure to quote and inform customer that we will use and charge for protective packaging on mug orders, unless the customer specifically declines them on the PO
  • The protective packaging is not needed if the order is shipping via a truck line. If this is the case the mugs are placed on a pallets and shrink wrapped thus reducing the possibility of breakage. If a customer is picking up the mugs here they may or may not need the protective packaging. Let the customer make the call on this

FedEx will only consider drinkware claims for up to 21 days


Changing An Order After It's Entered

  • If the item changes and art has already been done:
  1. Write a note on the front of the traveler
  2. Put in F12 notes


Color Brite

(see also catalog/Web site)

250 minimum no longer applies; catalog quantities apply

Less than catalog quantities: see a manager to see if we can accommodate

Production time is an estimated 10 business days after all approvals

Pre-Production proofs: customer pays the setup charge and running charges on the proof, in addition to the regular charges for the order itself

Here is some info concerning ColorBrite:

The way we decide which company to outsource them to depends on the quantity, complexity and desired ship date.

China:

- Can do Below 250 in Qty. or more

(minimum of 50 Qty.)

- All 4 color process

- 8 to 10 days from approval

(All considering that we have the traveler, art is outsourced, proof approvals emailed to proofs.)

Jersey:

- Above 250 in Qty.

(not below 250 in Qty. unless they pay for an underrun charge.)

- Spot Colors / 4 color process

- 5 to 7 days from approval

(All considering that we have the traveler, art is outsourced, proof approvals emailed to proofs.)


Color Reference Item #34

Remember – white bleeds through pink on camo, burgundy and red and is not recommended!

Media:34_colors_&_codes.pdf‎


Color Reference Item #7026

We have taken a couple of steps to help eliminate any confusion around this item and which part number in the system refers to which image and/or description in the catalog or on the website. First, we have changed all of the descriptions in the AS400 to better identify each by “flap color/plaid color(s)”. The following can also be used as a cross-referencing tool to match pictures, part numbers, and descriptions:

Media:7026_color_reference.pdf‎


Country of Origin

Due to Federal Requirements, new product being brought in from overseas must clearly indicate the country of origin. We can not alter or remove this information on product.


Credits

Credits for blanks will not be processed until the product is returned and quantity is verified


Embroidery

(see also catalog/Web site)

Minimum point size for font is 5mm

Orders for mixed product (visors, knit caps, hats): a tape charge will apply for each item.

Embroidery orders receive a no charge, jpg proof

If a stitch count is needed, the order should be entered and held for the stitch count. Any pricing adjustments should be relayed to the customer for approval. Advise of additional stitches and charges when sending the proof.

Customer Service: if you have the traveler, please remember to cc: Pat Langhans and Julia Field when approving embroidery proofs.



The following information must be clarified before sending an embroidery order to Order Entry:

  • Stitch count
  • Tape charge - yes or no
  • Extra stitch charge?
  • Proof?
  • If there is a proof, we need an email address to send it to


End User Leads

All end user leads need to be directed to Mike Marias moving forward, who will send it out to the appropriate sales rep.


Imprint/Thread Colors

(see also catalog/Web site)

Silver & Gold:

  • Imprint: no extra charge, except for ceramics
  • Embroidery: extra charge


Item #5812 & Item # 5816

Media:5812_Template_01.19.11.pdf

Media:5816_Template_01.19.11.pdf

Media:5812-5816_Spec_Sheet_02.01.11.pdf

This item does not use the standard Madeira thread colors. Please see the below links for thread colors available for this item. We have an end-user friendly site called Patchology. All the colors/info is the same as HPI.

http://patchology.org/thread/

http://patchology.org/fabric/

The thread colors for embroidery on these items are located on the Web site. Direct the customer to use the Web site. We should not be using the Madeira thread colors.

Orders for these items are to be dropped into the Order Entry folder titled: 5812 & 5816.

These tumblers are microwave friendly.

If you have an order for both the 5816 and 5812 and the customer is requesting to use the same patch on both items (to save money), this can be done, but the patch used will be the smaller size patch.

Be sure to send the Art and PO to Dean immediately. This will help prevent a delay with the order.

We can not use a DST File for this product.

The DOME size is new and improved! ALL orders going forward will have the new size; however, reorders will have the same size as their previous order unless otherwise noted on the traveler.

Digitized proof of art: 24 hours

Actual Sew Out of Embroidered Patch: 3 business days; $40.00 net

10 Days production after proof approval - add more time if lids and straws are included (depends on the qty of the order – (check with Dean)


Item # 5869

If a customer orders the Clear Tumbler we need to indicate the color of the straw they would like. The Detailers need to indicate this on the PO when it is being booked. The default will be a clear straw.


Item #9460 Instructions

Media:Item_9460_Instructions.pdf


Less Than Minimums

(see also catalog/Web site)

Can NOT do on certain non-ceramic mugs (check to see if the item must be sold in full carton quantities; if it must, then can only do Less Than Minimum in full carton quantities)

Item cost reverts to first column pricing (even if the account is on EQP)


Low Pricing

If an order is received and you know the pricing is extremely low (especially blanks), please send Janita an email with the PO attached for approval.


Order Acknowledgements

(see also catalog/Web site)

Generally received approximately 24 hours after the client places the order


Outsourcing Art

When you outsource art, make sure to update the trademark.


Over Catalog Quantity Quotes

Direct to Outside Sales Representative, or a dedicated Inside Sales Representative.

Email the following information to the Sales Representative:

  • JOBBER NAME
  • JOBBER COMPANY NAME
  • Customer #
  • Item #
  • Qty:
  • Item Color:
  • Imprint Info:
  • Proof: Yes / No
  • I/H date:
  • Best contact phone number

It is also helpful to include current stock availability.


Overruns & Underruns

(see also catalog/Web site)

Can request either “no overs” or “no unders” on the PO, but there is no guarantee


PMS Color Match

Link to find PMS Color - http://www.pantone.com/pages/pantone/colorfinder.aspx

(see also catalog/Web site)

No additional production time for PMS matches

We do not guarantee on ceramics: we will do our best to get as close as possible, but we do not guarantee; also, we do not charge the fee

Stress relievers: we do not guarantee (? charge?)

Umbrellas [Multi-color (heat transfer)]:  ?


Price Changes

All customer price changes (including setting customers to EQP) must go through pricechange@hitpromo.net

For security purposes, your email must carbon copy (cc) BOTH cjschmidt@hitpromo.net and mmarias@hitpromo.net, or your email will be discarded.


Production Times

(see also catalog/Web site/Individual Item Information)

Blanks are generally shipped within 24-48 hours (business days)

Items from Warehouse 30 & 99 will generally have an approximate 7 business day production time

Color Brite is approximately 10 business days after all approvals

Item number 3335 & 3336 - all multi-color imprint transfers must come from China. Please allow 10 business days for production.


Promotions & Specials

Product Specials and Promos Folder - Marketing has placed a folder on the ‘P’ drive. Go to Customer Service, Specials then open the folder, you will see the latest marketing information and specials.


Proofs

(see also catalog/Web site)

We only provide a proof if the customer requests it on the PO (exception: we like to provide a n/c proof for all embroidery orders)

Generally 1-3 business days for a paper/electronic proof on non-embroidery products (some items take longer – see Individual Item Information)

Generally 3-5 business days for embroidery proofs (some items take longer – see Individual Item Information)

If a customer makes a change to a proof, we MUST provide a new proof for approval: they cannot, "approve with changes" and go directly to production. A new proof must be made and approved. We do charge for the subsequent proof; however, if they insist, we will do the additional proof at no charge.

Virtual Proofs - a virtual proof can not be submitted as art for an order. The customer must send in an actual art file.

"FPO" - For Position Only


Ship Dates

Prior to giving out a ship date to the customer, we need to check the status of the order. Take a minute to review the order notes, see what department the order is scanned to and check the 15 screen to make sure the order is moving. If an order has a ship date of today or tomorrow and it is still in Order Entry or on Credit Hold most likely the ship date is not valid.

This is also why we need to constantly update the ship dates on orders; it helps us in Customer Service and also helps the Factory to plan out their day.


Travelers

Be sure to initial and date travelers with any changes that you are making.

Clean out the travelers, if old information in the traveler that is no longer necessary, please get rid of it.

If you change something in AS400 that is produced from WHS 99 or 30, YOU MUST EMAIL DEAN AND PENNY MARIE and advise them of the change. They do not ship from AS400 and will not see critical shipping or production changes.

Retrieved from "http://bizrules/index.php/FAQs_12.02.13"
Personal tools