Sales Rep source for updates and training.
QUOTE SUBMISSION CHECKLIST. Before submitting a quote to your CSR, please complete the following details. This helps us process orders faster with fewer delays and follow-ups!. Style – Confirm that the correct product style has been selected. Reminde
Embellishment Submission Guidelines. *IF NOT FOLLOWED, WE CAN NOT CONVERT ORDER*.
At the end of the day, all requests go on the same list. However, there is a key difference:. Reps must keep an eye on their priority orders and ensure that Production and Customer service are aligned. If there are concerns, we recommend flagging the
If a customer requests to receive their order earlier than the estimated ship window we are providing, the following steps must be followed:. Rush Request Form Submission:. Rush Fee Requirement:. Submission Timing:. Payment Confirmation:. Licensing O
Please review all the files on the Boathouse Licensing Center HubSpot page. To find this page, you search ‘Boathouse Licensing Center’ in HubSpot. It is set up as a company page. Click HERE.
What Is Considered a Reorder?. An order qualifies as a reorder if:. TRAINING VIDEO LINK. Important: You can only copy a quote if it meets the reorder criteria above. Copy the Quote:. Update the Configurator for Each Line Item:. Enter Names and Number
For the quickest approval of a remake, please include the following details in an email to Jeff, Emily, and CSR:. Customer and tier. Sales representative. Total cost and number of units. Party at fault (if unsure, please indicate “grey area”). Style.
Instructions for Reorder Embroidery Art Placement UpdatesThis process must be followed when a reorder uses an existing embroidery art file but requires a different placement or style.For Sales:. For Customer Service (CS):. For Art: