Returns - Sales Documents

1.PRE-SALES: Guides & SOP’s

1. Rate Tools

2. Marketing & Product Materials

3. Ideal Customer Profiles

4. Pre-Sales Guide

5. Product Packs & Information

6. 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 & Signed MSA SEKO eCommerce Onboarding Work Flow & SOP

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. CX Links
   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