Promotional products company, do business with TJMaxx Presidents Club
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New Card design – Stran should contact Sales directly to request a new design. Sales will work with Kate on the Mock up and will enter the opportunity into Salesforce along with the PO. Once it is in Salesforce an Implementation Manager will be assigned as we can start the branding/set up process
Expectation needs to be set that branding will always take 4-5 weeks. This does NOT include the time they work with Kate on the mock up.
Existing design – no new card or carrier design, Sales should direct Stran contact to the account management team directly to request a PO for their invoice, if Sales get an email from Stran and determine it’s just an existing design request. Implementations does not need to be involved.
Generating the invoice (add the how to instructions out of Zohoin Zoho (invoice example attached below)
Stran is the purchaser, tend to change the card design every time. Stran sends the PO, then we make an invoice, Invoice is entered and generated from Zoho. (add UPS ground or second day)
Login to Zoho
Books
Sales
Invoices
Search in Invoices - Stran
Click on +New
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New Invoice
Type in Card Fee
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under Item Details - Choose Card Fee and add the Quantity and Rate from the PO.
Type in New Card Funding
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under Item Details - add amount under Quantity
Type in UPS
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under Item Details - choose the quantity and add this to the invoice
Save and Approve
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and print to PDF and send this to the client contact
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Key Contacts:
Dana Harris-Railey dana.harrisrailey@stran.com | Account Manager - new design will most likely comes from her.
Stran Promotional Solutions | stran.com
2 Heritage Drive, Suite 600 | Quincy, MA 02171
Mobile: 770-633-7517
Email: dana.harrisrailey@stran.com
Farooq Shaikh farooq@stran.com - always wants to know tracking, I cc him on the email to Dana so that he can rely on Dana for the tracking information vs us.
Portal Info:
In portal as Stran and Company
Current Client ID: 3029404
Pending - Letting the client know set up is ready (to add still)Example of Email to let Dana know the program is set up - does not need to be trained, they order their cards:
To: Dana Harris-Railey dana.harrisrailey@stran.com
CC: Farooq Shaikh farooq@stran.com
Good morning Dana-
The program is now live and ready for you to place your card order. Please make sure you are choosing the one highlighted below for this!
