Inventory supply items and create supply order - 5 pts
It's time to stock up your supplies for gatherings, clubs and workshops. Go to the corporate website and print the supply list and then inventory your supply items and create a supply order. Place the order with a gathering being shipped to you or as a seperate supply item. Don't forget to order the new supply items for your hostesses and recruits!
Update customer comments on Excel spreadsheet - 10 pts ea
Remember the customer list you downloaded last week? Today we are going to begin working on this list to make it easier for you to sort the list for customer care calls. How? Simple - develop a system that works for you to enter information in the comments. Here is how I do mine: Year Month Details. Example 2010 May Hostess. By placing the year first when you sort the list you will automatically have the customer information sort by year. Then everything in May stays together and the details will tell you the contact. Update information as you see fit to do so. Here are a couple more examples of what I do:
Club member: 2010 Creative Club _______ (place host month in place of the underline area)
Outside order: 2010 ________ (month) ________ (hostess name) Outside Order
Craft fair/expo/etc: 2010 _______ (month) _______ (event name)
The key is to keep everything the same - same spelling, spacing, dashes if you include them. When you sort by that column in excel you will be able to see all your contacts for the year organized for you by year and then by month.
Update customer information in Customer Management - 20 pts ea
Once you have the information on the spreadsheet, update the customer information through the Customer Management in Online Ordering. If you would like to skip the excel entry you can but I have found when I started doing this it is easier to work from the Excel spreadsheet to do the entry than sit at the computer and pull up each contact one by one as you can "lose" where you are very easily.
You will have today and Saturday to work on this so you may choose to do one part one day and one part on Saturday.
"See" you tomorrow!
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