Returns - Sales Documents

1.PRE-SALES: Guides & SOP’s

Miro account required for all links

1. Rate Tools

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. US Credit Applications

3. Known Shipper Status Check

4. Payment & ACH Instructions

5. On-boarding form

6. Mutual NDA(MNDA)

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

8. 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 onboarding team (Jackie)

4. POST GO-LIVE

1. Check tracking is working