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8/7/2019 Playbook Overview
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I. NEW SKUsTable of Contents
Content Page #
A. Request information from Print Services I:2
B. Request new SKU# in SKU Central I:3 - I:9
C. Request a change to a SKU in SKU Central I:10 - I:11
D. Set up SKU in AS400 (Sunrise) I:12 - I:24
TROUBLESHOOTING I:25 - I:28
E. Add SKU to Inventory Report & Remove .01 I:29F. Change Catalog Year in Sunrise (Only done on the 1
stof each year 1x for all catalogs) I:30
Learn more about:
y Requesting and setting up a SKU for all printed Marketing Materials that will be distributed via FCsy
Print Services: Contact in the Agency working with the printer (for example: Matt Gallant or DottiMurch)
y SKU Central: Access program used to request a new SKU be created. (SKU Central Contact: KatieMacArthur)
o NOTE: This program runs very slow with Access 2007. It is recommended that SKU Central isused with Access 2003. For Access 2003 contact Bruce May.
y AS400: Backend system that legacy Staples uses to monitor SKU Inventory, Customer information, etc.Sunrise and Sunbeam are the two applications we use within the AS400 system.
y Inventory Report: Weekly Report that is sent out every Monday. Provides snapshot SKU inventory-used to aid SKU owners in monitoring inventory of SKUs in the Fulfillment Centers (FCs).
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II. DistributionTable of Contents
Content Page #
A. Identify the # of items to send to each Sales Rep II:2
B. Create an Internal Distribution List II:3 II:9
C. Email Field Marketing Preliminary Distribution Plan II:10
D. Create Purchase Orders (POs) II:11 II:18
TROUBLESHOOTING II:19 II:23
E. Set up StaplesLink Auto-Distribution II:24 II:28
F. Set up EWay Auto-Distribution
G. Confirm Inventory in FCs II:29 II:33
H. Turn SKUs on/off for Auto-Distribution II:34
I. Send Materials Alert II:35
J. Transfer SKU Quantities To/From FCs II:36 II:42
Learn more about:
y Shipping Marketing Materials to the Home Office, Sales Offices &Fulfillment Centers (FCs)y Communicating with Field Marketing/Sales when and how Marketing Materials will be arrivingy Auto-Distribution: Enrolling eligible customers to automatically receive marketing materials when they
place an order on StaplesLink.com/EWay.com
y Monitoring the inventory of Marketing Materials at FCs in order to make sure that orders areprocessed properly
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III. Group OTable of Contents
Content Page #
A. Fill out New Product Form III:2 III:4
B. User Guide III:5
Learn more about:
y Group O: An outside Fulfillment house that stores marketing materials as well as completes otherprojects such as printing and kitting. Visit https://staples.groupo.comfor more information.
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IV. E-ContentTable of Contents
Content Page #
A. Submit Content & Images to E-Content Team(s) IV:2 IV:3
B. IMS User Guide IV:4 IV:5
Learn more about:
y E-Content Team: This team works to have the most updated content/images loaded to StaplesLink.com& EWay.com. This includes all marketing materials that are available and orderable online.
y IMS: An internal website maintained by the Agency where you can look up SKUs or model #s to find thelatest image for that item.
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V. EmailsTable of Contents
Content Page #
A. Upload and Download Files for CheetahMail V:2 V:5
B. Activate or Deactivate SalesForce Emails V:6 V:8
C. Check Usage of SalesForce Emails V: 9 V:11
Learn more about:
y CheetahMail: Emails launched through CM are sent via an outside vendor (the from field is StaplesAdvantage) and deployed directly to a customers inbox.
y SalesForce: Emails are posted to SF.com and deployed directly from a Sales Rep ([email protected]) to a customers inbox. Emails can be personalized.
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VI. Sunrise/Sunbeam TipsTable of Contents
Content Page #
a. Look up Master Account #, Customer Name or Order # in Sunrise VI:2 VI:10
b. Verify SKU or Model # Information in Sunbeam VI:11 VI:15
Learn more about:
y Finding customer order information when someone asks why and when a customer received a specificmarketing material, etc
y Looking up a SKU # to see what marketing material it is or what LOB it falls within (ie which Merchantor Marketing contact should I reach out to with questions)
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VII. Proofing ChecklistTable of Contents
Content Page #
A. Proofreading Checklist VII:2 VII:3
Learn more about:
y Proofreading and reviewing Catalogs and Marketing Vehicles. Provides a checklist of what to look for.
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