Order Received
- Client Submits a hardware request form. This information is translated into a ticket in the “Order Received” column.
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- Hardware Order Link: https://share.hsforms.com/1kL9UYkk_S86aIPO6HgodrQ44oe7
- Once the client submits a hardware order, send a confirmation email.
- The oldest orders can be found at the bottom of the new order column, we should always fill the oldest orders first.
Processing
- Meaning: Every week someone should review the “New Hardware Orders” and move the orders that we have stock for into the processing column.
- Only orders that can be filled should be in the processing column.
- Each tablet order comes with the following items:
- Carry bag, Protective case, Wall charger, Truck Charger, Keyboard.
- Next Steps:
- Once everything is confirmed in stock you can move the ticket into the “processing” column and gather all the materials and begin to image the tablet. Imaging instructions linked here.
- Once the tablet is imaged grab a SIM card and put it in, then email Ryan.Roxas@cnrl.com to activate it. He needs the following info.
SIM# ,Tablet#, Foreman area (He can tell based on the approver code given on the ticket)
Order Shipped
- Meaning: Once the email is sent to Ryan, do one final check that the tablet is imaged correctly with all the needed applications and launch oplynx to ensure it functions correctly. Once these final checks are done you can book a purolator pick up. Include a box on the pickup if none are at office.
- Move the ticket to "Order Shipped" once Purolator pickup is booked.
- Next Steps: Attach the receipt and shipping label to the hubspot ticket, under notes.
Delivered: Ready to Invoice
- Meaning: Track the package, once delivered, move the ticket to "Delivered"
- Attach the screenshot of the delivery notification as a note on Hubspot.
Client Invoiced
- Meaning: AbaData accounting will generate invoices for the orders that have been successfully delivered. Only the accounting team will move tickets to this column.
Cancelled Orders
- Meaning: All orders that have been cancelled should be moved to this column
- Occassionally, we still get Surface Go 3 orders - email Ryan Roxas to pass along the order and let the customer know that these are being replaced by CNRL with Lenovo tablets. Copy the customer to email with Ryan.