Embedded Files
Open order form file from the TO PRINT folder in the google drive.
Print order forms making sure the appropriate paper color is in the printer.
Cut order forms. First cut should be about 5 1/2" (basically in half).
Second cut is about 4 1/8" (or basically in half also).
Close out Adobe Reader window.
Go back to the TO PRINT folder and move the order form file to Printed.
This step is very important so we know that file has already been printed and it doesn't get reprinted.
*If it doesn't allow you to move it, it is probably because it is still open in the Adobe Reader window. You must close the Adobe window first.
How to mark the order forms
How to mark the order forms
Make piles of like items on desk for easier filing.
Always read the notes section on the order form for special instructions.
Always make sure the personalization makes sense with what they ordered. (See unusual issues below for more info).
Always mark the total number of items in an order and circle any number that is more than 1.
If you see LOCAL PICKUP on a form, draw an arrow to it.
Gift Note: Write out the gift note and attach to order form with a paper clip.
Wine Gift Sets orders: Find the correct paper slip and affix to order form on right hand corner with staple.
Barrel Round Lazy Susan/Serving Tray: Circle the word Lazy Susan and underline the word Tray. This helps the assembler know what product to make. Draw an arrow to the word Bourbon so the person running the laser knows which barrel top to use.
Mason Jar Holders: Underline the word mini, grey, and w/o jars, circle w/jars.
Trophy Shelf: Underline the world Hockey Puck.
Set aside any order forms with items you can fulfill from stock. For example: cheese tools, wine stoppers, s'mores sticks, etc. Fill those items, place in purgatory, and they file order form for what is left or pack items.
How to File Order Forms
How to File Order Forms
File all order forms in corresponding boxes.
MJH+Other: Any order that has a MJH and another item that is NOT a MJH.
All Else: Random type orders that don't have their own spot or is a combination or items from 2 differnt product groups. For example: A harvest basket and a wine product. Or a pub sign and felt product.
Wine Collection Multi Tab: This is for multiple different wine products.
Unusual Issues
Unusual Issues
This section is for unusual issues that you may run into when doing order forms.
Sometimes a customer orders a phrase on their WSST or BRLS/ST and also want an initial but doesn't specify what initial. Add that issue to Zoho Desk for Raven to contact customer. For example: Hanging Grapes WSST personalization: Love Your Husband. What letter do they want in the Hanging Grapes or did they mean to order No Initial Hanging Grapes? That is what needs to be clarified. Write on the order form the date you added to Zoho desk with a note beside it.
How to add to Zoho Desk:
Open zoho and click the magnifying glass on the right hand side.
Type in the order number or name in the search bar.
Click on the appropriate "ticket".
Click the private comment button and type the issue into the box.
Click the blue comment button at bottom.
Click reopen ticket to reopen the ticket.
On the left hand side change the status to New for Customer Service.
Mark on order form customers' special requests for the appropriate person to see.
On redo orders sometimes we send a prepaid label back with the product so they can return the broken original product.
Mark on order form for Abby (or shipping) to see.
Open zoho and click the magnifying glass on the right hand side.
Type in the order number or name in the search bar.
Click on the appropriate "ticket".
Click the ... at the top and select Edit.
Change the subject line to the order #, product and personalization, and that a replacement has been sent.
Click Save
Click reopen ticket to reopen the ticket.
On the left hand side change the status to Update Fulfillment.
For example:
43020-redo. wsst Nose. Replacement already sent.
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