Page 2 - Global Booklet Support_Neat

Data Entry Process

Each morning one of the Fabrication Customer Support contacts will assign quote & fax
order entry cases to the Data Entry team lead (Nikki Wendler). Nikki will then assign
these cases to each individual and monitor case progress.

To ensure the data entry team is not completing tasks beyond the level of training
received, the following processes should be followed in the situations detailed below:

 Missing Information: Use order entry template to request answers from dealer,
makes changes once dealer responds. If questioned beyond their scope,
@mention CS contact.

 Personal use, rushes, discontinued material, and any other special
circumstance identified by the dealer or DSM: Enter the quote or order with
as much info as possible, place on proof hold (no confirmation sent to dealer),
@mention the primary contact in fab CS and the fab CS contact changes case
ownership as needed.

 Specialty Shapes: Enter as much of the quote or order as possible, place on
proof hold, @mention the primary contact in fab CS advising there are
specialty shapes which need to be entered.

 Out of Specs: Enter the quote or order with out of spec information, places on
proof hold, D.E. @mention the primary contact in fab CS and the fab CS
contact changes case ownership to ensure OOS request is sent.