Page 36 - Resource Guide for DFW and SFO_Neat

Document Management Team Marketing Deliveries Guideline

Processing Incoming Marketing Deliveries:
When an order is received it should come with a delivery ticket. The delivery ticket will
list the specialists name who placed the order along with other details such as a PO#
which should match an existing Solutions ticket. Upon receipt, an email should be sent
to the specialist on the delivery ticket so that they can coordinate with the requestor on
pickup of the materials.

Once the email has been sent to the specialist, go into the “Business Services
Marketing Deliveries Calendar” and locate the delivery entry associated with the order.
Once located, mark the item as “DELIVERED” by adding this text to the beginning of the
subject line. Completing this process ensures that all specialists across offices are
looped into both delivered and outstanding orders so that they can follow up as needed.