Returns - Sales Documents

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. Regional contracts

   1. US based clients

      1. US Credit Applications

      2. Known Shipper Status Check

      3. Payment & ACH Instructions

   2. United Kingdom

      1. pending from Iona and Gio

   3. Australia

      1. located in the share drive

3. On-boarding form

4. Mutual NDA(MNDA)

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

6. Once all contracts are mutually signed and uploaded to Salesforce, create a task in Salesforce to ‘Set up Returns Account’ and assigned to the local on boarding team

   1. ‘returns’ needs to be in the opportunity name

   2. contacts nominated by the account managers and listed as ‘contact roles’ in the awarded opportunity

   3. Each contact needs to have the SEKO Advisories box checked

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 Integrating with SEKO eCommerce Returns

5. SEKO Omni Retailer Support Centre
   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