Gift Sets Sales Staff Manual

How to Schedule an Order

1. Sales orders for Gift sets should be scheduled in Netsuite using the line item convention.

2. Gift Case size should always be the first item on the order, followed by all the products included.

3. Gift Case types are set – custom capacities are not possible.

4. Accessories/Services for a product within the Gift Case should always be entered under the product to which they belong.

5. Line items should have proportional unite prices entered. Please refer to the internal version of the original quote, which shows the breakdown of unite prices for each line item.

Forming a Quote:

1. The Gift Set type (Pure/Maple/Leather/Metal/Impact) should be chosen when selecting the Gift Set size (S/M/L).

2. The Quote tool will automatically populate the products included in the set, and will give you options only for those capacities in which the Gift Set is available.

3. Sales should then select the correct capacity.

Other Important Notes:

1. It is strongly recommended to both call the customer and also have the order confirmation in writing, before placing the order.

2. Sales must pay extra attention when placing the order, as the available capacities are set for the Gift Set, and these must be chosen correctly in NetSuite.