In handling a Registration, there are many aspects of requirements that need to be overseen by BD Salesperson working closely with other departments.
SIGNING CUSTOMER PROTECTION AGREEMENT (if required)
Firstly, it is important to note that in a registration process, there are many instances that the Customer information will have to be shared with the Vendor. In this case, BD Salesperson must ensure that Customer Protection Agreement (CPA) is to be signed with the Vendor
BEFORE
providing Customer information to the Vendor, following these steps.
1. Send a task to RA Dept. to send an empty draft CPA to the Vendor to confirm if they can agree to sign this document. The draft can be found in this location:
Z:\Shared drives\AdvaCare Distributors Control\”Distributor Details”\DOCUMENTS FROM FACTORY
2. Once confirmed that Vendor agrees to sign the CPA, open the Registration Agreement (RA) page that is connected to the Vendor.
3. Click “Print” and click “Customer Protection Agreement” option on the dropdown.
4. Save the draft in the Distributor Folder - Documents from Factory subfolder.
5. Send a task to RA Dept. to send the CPA to the Vendor and sign/stamp the document.
6. After the signed/stamped copy has been received, print it out and ask Sales Dept. Manager to sign/stamp.
7. Scan the final document and save the file in the same Distributor Folder - Documents from Factory subfolder and the registration folder under the name:
“Vendor Name” - CUSTOMER PROTECTION AGREEMENT Template (signed by all)
8. Send a task to RA Dept. to send the final signed/stamped CPA to the Vendor.
ORGANIZING CUSTOMER REGISTRATION FOLDER
Secondly, note that all documents related to registration have to be saved in the server and placed in its respective folders accordingly. Check the REFERENCE SOP -
ORGANIZING CUSTOMER REGISTRATION FOLDER
.
These SOPs list the different parts of handling a registration and each step to complete them.
