Once Account Manager has a shipping date of the order, they will send a task to inform Promo Specialist to bring promo to office, including any samples they need from the storage room. Promo Specialist will coordinate with Shifu (hired assistant who helps transporting promo materials to and from the storage room and office) to bring all promotional materials to the office.
Promo Specialist will immediately update
Inventory Gsheet
the same day to make sure everything is recorded accurately.
Promo Specialist will check if all cartons of promotional materials including product samples (if applicable) are marked [SOXXX - [Customer Code] - [Item name]]
Once the promotional materials are dispatched, proceed to fill out PROMO 15 Milestone.
If promotional materials that have been produced, for whatever reason were not able to be shipped out together with the order shipment, PROMO 15 Milestone “Promo Materials Dispatched” will not have an actual date added.
Instead, Promo Specialist is to add an estimated date for PROMO 15 indicating when the promotional materials will be delivered. It is agreed to set an estimated date for +30 days from the current date to receive notifications to the ERP inbox for the upcoming dispatch. If by that time the promotional materials are still not shipped, and therefore do not have a real dispatch date, Promo Specialist will extend the estimated date to +30 days to continue receiving reminders in the ERP inbox. The Milestones send notification reminders to Promo Specialist and other subscribers informing that we have produced promotional materials but have not yet shipped.
How to create milestones:
Handling Promotional Task Milestones
.