Marketing material can be found here:  https://steriscorp.sharepoint.com/:p:/r/sites/HealthcareServiceMarketing/_layouts/15/Doc.aspx?sourcedoc=%7B2D8B9E92-163C-47AC-91C6-4B199FA36CE4%7D&file=Clean%20Flow%20Pro%20Launch%20Presentation%20-%20Final.pptx&wdLOR=c39DBEF1C-61CC-4E55-8E1B-4FBB813F8AEB&action=edit&mobileredirect=true

 

  1. SSA will receive Quote/PO from Tech/DSM/Customer Service
  2. Order needs to be placed under the Customer Account # & include on the order the Customer’s PO#
    1. Order cannot be placed under technician’s account # as it is serialized
    2. If tech wants shipped direct to them, create a relationship with Customer Account # and Technician’s address through CDM
  3. Enter the part (11037046) on the order at $0.00 (this will later be invoiced off the SR)
    1. Do not include install, labor, travel lines from the quote as it should all be invoiced off the SR.
    2. A 1st year PM and additional Scheduled Maintenance can be sold and quoted. If these lines are on the quote, you will add them to this order at the pricing quoted.
  4. Once the order is booked, use the below template to send to requestor:

Template: 

Order # [Enter Order #] has been booked. Once this unit ships to you/Customer the field will need to create a Specialty SR with an Installation activity type using the serial # of the unit. Make sure to enter the Quick Quote # into the Service Quote # field and under the SVC Promotion Field select: Clean Flow Pro.

Once the FSR is generated, override all charges to Billable- Service Exclusion and ensure that FSR is the amount quoted to the Customer. (if that price is different you may need to add an expense tracker for the quoted amount)

 

 

For process questions see Jennifer Addison and Emily Moster

For Marking questions see Jessica Palagyi-Zupancic