• If the customer needs terms, outside of what has already been established (May 16, 2022) you must obtain approval from your Vice President and Sales Director before guaranteeing them to your customer.
“Other Special Terms” for Non-Agency Orders:
• You must include that you obtained approval from your VP and Sales Director in the Notes on the order.
• Important Note from LD and Kevin English! Even if the customer had the same special billing agreement last year, you must obtain approval again and enter that in the Notes on this year’s order. It will no t be given again automatically.
• If your customer wants to take advantage of EOP terms, but wants to pay by credit card at the time of delivery or when the invoice is due – you must indicate the Terms for the order, and not indicate to pay by credit card (our system will not handle this). If the customer wants to pay by credit card, they will need to call AR to pay with their credit card at that time.
Customer Wants EOP Terms but Wants to Pay with a Credit Card
• Bottom line -
o If you indicate Terms on the order – the customer will be invoiced and receive EOP terms (they can pay with credit card by calling AR at a later time).
o If you indicate credit card on the order – the customer will be charged immediately and not receive EOP terms.
Handled the same way as last year.
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• Include the phrase “ Bill and Hold ” in the Notes on the order if you know the customer wants to participate in B&H.
• Please be aware , all agency orders shipping in future months will be processed automatically as a Bill and Hold, unless you tell Customer Service and Accounting not to Bill and Hold the order in the Order Notes. • If product is billed in 2021 and delivered in 2022, we require a Sales Acknowledgment Form to be signed by the customer after January 1, 2022. • Sales Acknowledgement Forms - after the first of the year, Acct will generate the forms for each customer we are still holding product for and will send the forms directly to the customer to sign and return. More info to follow later.
Bill & Holds:
• Note: Bill and Holds do not apply to granular fertilizers. Exceptions must obtain approval from Dave Schermerhorn.
• If you know an estimate of the ship dates the customer wants the certain products, separate your orders by Ship Date, if possible. This is extremely helpful to Operations, Accounting, and your customer’s Accounting Department. • Please do not enter January 1, 2022 as your ship date, if your customer does not really want the product on January 1 st . But, instead enter a more realistic/tentative ship date. You can call Operations with an updated ship date as the time gets closer. Remember, all of our internal Operations/Inventory reports for stock products are based on Requested Ship Date.
Customer wants multiple ship dates:
9/15/2021
EOP Orders – Quick Reference Sheet (v. SE)
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