Post on 27-Dec-2015
transcript
National, Regional & National, Regional & International ContractsInternational Contracts
•AOPD 101 AOPD 101
•The Contract ModelsThe Contract Models
•Americas ContractsAmericas Contracts
•Americas Contracts In Canada & the USAmericas Contracts In Canada & the US
•Drop Ship ContractsDrop Ship Contracts
•Hybrids - Reporting Sales - AOPD FormsHybrids - Reporting Sales - AOPD Forms
National, Regional & National, Regional & International ContractsInternational Contracts
•AOPD 101 AOPD 101
•The Contract ModelsThe Contract Models
•Americas ContractsAmericas Contracts
•Americas Contracts In Canada & the USAmericas Contracts In Canada & the US
•Drop Ship ContractsDrop Ship Contracts
•Hybrids - Reporting Sales - AOPD FormsHybrids - Reporting Sales - AOPD Forms
Operations
AOPD Contract Basics...AOPD Contract Basics...
AOPD 101… Basic InformationAOPD 101… Basic Information
•The customer- must have at least one location out The customer- must have at least one location out of the contracting dealer’s servicing area.of the contracting dealer’s servicing area.
•The contract- must name at least one other AOPD The contract- must name at least one other AOPD member as a servicing dealer. member as a servicing dealer.
•The servicing dealers honor pricing and service The servicing dealers honor pricing and service considerations set up by the contracting dealer.considerations set up by the contracting dealer.
Requirements…
Primary service area– The PSA will extend for 50 miles from the center of a
member’s HQ city
Secondary service area– All areas not designated a PSA will be an SSA– Any member can represent or service AOPD in a SSA
Independence
Sales & Sales &
Service Service
AreasAreas
Sales & Sales &
Service Service
AreasAreas Office EssentialsOffice Essentials
Smith & ButterfieldSmith & Butterfield
A–Z Office OutfittersA–Z Office Outfitters
American Paper & TwineAmerican Paper & Twine
Two Basic AOPD Contract TypesTwo Basic AOPD Contract Types
AMERICAS Drop Ship
A CLOSER LOOK AT...
AAmericasmericas
Description...Americas Description...Americas
Contracting Dealer – Handles customer service & order receipt
Servicing Dealers– Fulfill orders & provide back up customer service
Servicing Dealers send invoices to Contracting Dealer
Contracting Dealer invoices customer - pays Servicing Dealer
The The BASIC BASIC ModelModel
Americas - The BasicsAmericas - The Basics
Priced Order
Contracting DealerContracting Dealer
ORDER
CustomerCustomer
Servicing DealerServicing Dealer
Americas - The BasicsAmericas - The Basics
CustomerCustomer
Invoices
&
Reports
Invoices
Servicing DealerServicing Dealer
Contracting DealerContracting Dealer
Americas - The BasicsAmericas - The Basics
Servicing DealerServicing Dealer
Contracting DealerContracting Dealer
CustomerCustomer
Building an “Americas” ContractBuilding an “Americas” Contract
Get contract number - Contact AOPD HQ
COMPLETE... a. AOPD Contract Fact Sheet (CFS) b. Locations/Call Report Sheets for Servicing Dealers
- Copy AOPD HQ on all contract forms
a. Pricing structures - contract & non- contract
b. Ordering methods
c. Customer invoicing & reporting (per contract specs.)
d. Local Locations
SET UP - customer in internal computer system
Building an “Americas” ContractBuilding an “Americas” Contract
e. Servicing Dealers(similar to “vendor set up”)
f . Remote locations Forward the “pre-priced” orders to servicing dealers So that orders do not affect your inventory After-hours customer calls from different time zones
SET UP - customer in internal computer system
Building an “Americas” ContractBuilding an “Americas” Contract
Send to Servicing Dealers...
a. Completed Contract Fact Sheetb. Location/Call Report
(copies to AOPD HQ)c. Pricing Informationd. New Customer Intro Pack
Building an “Americas” ContractBuilding an “Americas” Contract
Create Remote Location Invoices from: Original orders (may be already in your system) Invoices from Servicing Dealers
Treat Servicing Dealer sales as A/R “pass-through” - not your sales...
Create Usage Reports from: Orders received & maintained on internal computer
system
Building an “Americas” ContractBuilding an “Americas” Contract
Receive CFS & Location/Call Report Setup...
a . Ship to addressesb . Bill to address (Contracting Dealer) c . Contact customer (per CFS instructions) d . Set up appointment - visit customer
“Pre-priced” orders come from Contracting Dealer Enter orders-ship productInvoice Contracting Dealer per contract specs.
Servicing “Americas” ContractsServicing “Americas” Contracts
Reference original order number on your customer order, packing slip and invoices back to the Contracting Dealer
Servicing Dealers must price orders as received
Remember … Contracting Dealers pay Servicing Dealers from original pre-priced orders
Subs allowed (unless “No Sub” specified)
ImportantImportantImportantImportant
Servicing “Americas” ContractsServicing “Americas” Contracts
Americas Americas Contracts Contracts
Between Between CCaannaaddiiaan n & & UU..SS. . DDeeaalleerrss
Americas Americas Contracts Contracts
Between Between CCaannaaddiiaan n & & UU..SS. . DDeeaalleerrss
Pre-Contract Set Up In Contact Negotiations Determine customer’s expectations
Be sure your customer understands: how the contract will work the differences in products why pricing may be different
The keys to success are communication!
Contracts Between Canadian & U.S. DealersContracts Between Canadian & U.S. Dealers
Pre-Contract Set Up Make Contact
basic contract & location info list of proposed net priced contract items
Servicing Dealer cross-references the item numbers Apply competitive pricing specific to the Canadian or US market
make allowances for the differences in products and prices Verify non-contract pricing structures Possibly create a sister contract for the Canadian or US locations
Contracts Between Canadian & U.S. DealersContracts Between Canadian & U.S. Dealers
InvoicingBest to set up... Invoices created by Canadian or US member for locations they are servicing Don’t promise this… Single invoice or invoices to customer corporate - in one currency
Involves currency conversion
Reporting Sales Easiest for everyone... Members report in their respective currencies
Kind of hard to do… Combined usage - Canada & US - in one currency
Contracts Between Canadian & U.S. DealersContracts Between Canadian & U.S. Dealers
QuestionQuestions?s?
QuestionQuestions?s?
LET’S LOOK AT...
Contracts Contracts Utilizing Drop ShipUtilizing Drop Ship
AOPD Contracts AOPD Contracts Utilizing Drop ShipUtilizing Drop Ship
Description...AOPD Drop Ship Contract Description...AOPD Drop Ship Contract
Utilizes the major wholesalers to fulfill orders via drop ship programs– AOPD Servicing Dealers CAN BE USED TO...
• introduce contract program to locations • make sales calls on locations • provide emergency back up customer service • handle some services and orders, such as furniture
Order
Contracting DealerContracting Dealer
ORDER
CustomerCustomer
Wholesaler Wholesaler
Drop Ship - The BasicsDrop Ship - The Basics
Drop Ship Invoices & ReportsDrop Ship Invoices & Reports
CustomerCustomer
Invoices
&
Reports
Contracting DealerContracting Dealer
Local DeliveryServicing DealerServicing Dealer
CustomerCustomer
Local Service
Request
Contracting DealerContracting Dealer
Using a Servicing Dealer for Local ServiceUsing a Servicing Dealer for Local Service
Local Service Request
Using a Servicing Dealer for Local Service Using a Servicing Dealer for Local Service
CustomerCustomer
Contracting DealerContracting Dealer
Servicing DealerServicing Dealer
First Steps...
Establish drop ship program with wholesaler Contact AOPD for assistance if needed
NAA sends to Servicing Dealers (if using) CFS & Location/Call Report
Building a Drop Ship ContractBuilding a Drop Ship Contract
a. Pricing structureb. Billing & reporting c. Customer Service & ordering methodsd. Local locations (Contracting Dealer is servicing) e. Remote locations in drop ship program
Setup...
Building a Drop Ship ContractBuilding a Drop Ship Contract
HHyybbrriidd Contracts Contracts
Mixed Contract ConstructionMixed Contract Construction
Why use a mix of USA & Americas?Customer has locations requiring more service (Americas) &
locations that do not (Drop Ship)
The customer has some locations in areas not covered by AOPD members (Drop Ship)
Customer has locations in Canada (Americas) (Wholesaler drop ship programs are not used by AOPD dealers in Canada)
USAUSA
Americas
Americas
Unique Contract ConsiderationsUnique Contract Considerations
AOPD contracts DON’T have to be exactly alike…
For instance… Customer wants to place orders and deal directly with a Servicing Dealer
Servicing Dealer could be invoicing the customer directly and handling payables
Contracting Dealer will have to contact Servicing Dealer for sales reports
Unique Contracts…an AOPD strength!Unique Contracts…an AOPD strength!
Cooperation
Communication
Service
QuestionQuestions?s?
QuestionQuestions?s?
Reporting AOPD Sales
Reporting AOPD Sales
Reporting SalesReporting Sales
Who: Contracting DealerTo: AOPD HQWhat: Servicing sales $$ totals When: MonthlyHow: Using Excel template reporting spreadsheet sent via e-mail by
AOPD HQ at the first of the month. Dealer completes and returns to AOPD.
AOPD FORMS & CHECKLISTSAOPD FORMS & CHECKLISTS
USED IN CONTRACT SET UPUSED IN CONTRACT SET UP
Contract Fact Sheet Contract Fact Sheet Worksheet
AOPD Locations/Call Report Contracting Dealer Checklist Servicing Dealer Checklist New Customer Intro Pack Checklist
Customer Endorsement & SupportCustomer Endorsement & Support
– Announcing New Program– Identifying AOPD Servicing
Dealers – Giving a Contact Name at HQ
A letter or memo from Corporate HQ
After the Contract is Implemented…. After the Contract is Implemented…. Follow Up!
After the Contract is Implemented…. After the Contract is Implemented…. Follow Up!
Review Call Reports WATCH Your Contract
– location & customer info– keep contract items & pricing current– service issues– participation
KEEP IN CONTACT WITH YOUR CUSTOMERKEEP IN CONTACT WITH YOUR CUSTOMER
QuestioQuestions?ns?
QuestioQuestions?ns?
Thank Thank You!You!
Thank Thank You!You!