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1.PRE-SALES: Guides & SOP’s

Miro account required for all links

  1. Return Rates
    Do not edit this document

  2. Ideal Customer Profiles

  3. Pre-Sales Guide

  4. Marketing & Sales Product Packs & Information

  5. SEKO eCommerce Onboarding Workflow

2.ONBOARDING: Required Documentation

All documents to be uploaded to Salesforce.

  1. Contracts (MSA, LOI’s, T&C’s)

  2. For US based clients

    1. US Credit Applications

    2. Known Shipper Status Check

    3. Payment & ACH Instructions

  3. For UK team

    1. pending from Iona and Gio

  4. On-boarding form

  5. Mutual NDA(MNDA)

  6. Copy of Rate Card - without this, no returns can be created

  7. Once all contracts are mutually signed and uploaded to Salesforce, create a task in Salesforce to ‘Set up Returns Account’ and assigned to Jackie Choumas

3.GO-LIVE: Once client has signed, we need to supply

  1. On boarding process
    This is also linked from the onboarding form

  2. Customer Service
    Create a Customer Service ticket for operational queries e.g. lost parcels, deliveries, pick ups

  3. OmniSupport
    Create support tickets for IT related queries e.g. integration, tracking not working, system issue

  4. Integration requirements

  5. https://seko.atlassian.net/wiki/spaces/RSC
    User Guides and Documentation on OmniReturns and OmniRPS

  6. Intended “Go-Live” Date

  7. Send New Client email to Returns Hubs. This is done by the local onboarding team

4. POST GO-LIVE

  1. Check tracking is working

All the information needed internally for returns is documented in the Returns Map in Miro. You must request a license via Seko Helpdesk (no costs associated with view access so everyone can have one)