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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