Thursday, May 19, 2011

Gaps in our staff training ... Billing Schedules & Rebates



Got a call from a salesman ... problems with setting up a customer on a 'special' program that is available to us thru CARQUEST ... this really hi lights the problem we have on staff training on this hugely complex problem
1) I have sent in a list of staff names to get Manager access for the CARQUEST-Link. This will allow you to see a c
ouple of key items - like the Competitive Position sheets ... hint ..on the BAT Comp Posit sheet ( my short form ) you will see the details on the battery rebate program ( hint -see page 3 ) --this change my take a while ... remember --click ont he image to enlarge to see the new data

2) your store manager has the Billing Schedule - where we group customers into similar 'pools' for their discounts .. we pride ourselves on trying to be very consistent for discounts to customers in similar capacities .... no special deal for you on this ( and a non-special deal on something else ... if you get my drift )

3) we have EXCEPTIONS to any rule - and this one is no exception ... our exception list is a very complex excel file - you store manager has access to the latest version using dropbox. We urge you to be careful --as you are dealing with the live data - if you trash the file - we have to got to our backup and can loos a couple of days data ... Dropbox is not as easy as google doc's - butt he file is too complex for google doc's - A store manager might print the 20 pages (yep - that large ..damm ) as an option -- watch the date - over 30 days old -the data should be reprinted.

This was meant to be a primer on the MOST COMPLEX subject of discount and exceptions to the discounts ....

Last point --we do NOT want managers making exceptions to discounts in Exploris without FIRST a) telling Greg H &/or b)adding the exception to the excel file --so we know what was done ... we are trying to work with managers to keep them growing in their knowledge of this - but like I said - this is an absolutely amazing complex system .... it took the writer a LONG TIME of actively working on it to get a good grasp ...

There -- clear ? as mud ? Cal Greg H on questions when you have time - important for key staff to better understand .....



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