Rep Digital Folder

COMPLETING THE ORDER PROCESS

Step 1 - Complete the Order  Complete the order based on any notes and worksheets that you have  Check the order against your notes  Complete the Order Checklist Step 2 - Confirm and Verify the Order with Coach | Collect Payment  Email the following reports to the coach to confirm/verify the order. Once all changes are made, send the final reports to the MyVarsity Portal from the Reports Tab.  Customer Order Summary – Mark “Requires Approval” in MyVarsity for FINAL approval  Sizing Spreadsheet  Individual Summary*  Individual Detail (with or without pricing)*  Collect all payment(s). If applicable, open payment portal. Step 3 - Send the Order  Print and check the order (Customer Order Summary & Sizing Spreadsheet)  Determine if paperwork needs to be attached to the Parent Account in SFDC; use correct naming conventions.  Send order  If applicable: Checks / Money Orders: o Make a copy of check(s) for your file o Write Order # & Customer # on each check o Mail checks to: i. Regular Mail (USPS) – Varsity Spirt, PO Box 842805 , Dallas, TX 75284-2805 ii. Overnight/Courier (FedEx, UPS, DHL, etc.) – Bank of America Lockbox Services, Lockbox 842805, 1950 N. Stemmons Freeway, Suite 5010, Dallas, TX 75207 *If applicable…

 Record order information in the Daily Tracker  File in “Active” file until entered in AS400

Step 4 - Follow-Up  Personal thank you note or follow-up letter to the coach

 Remind Coach to visit MyVarsity Portal and click on “Resources” for handouts such as:  Care Instructions / 4-in-1 What the Customer Needs to Know / Policy Agreement Form  Any additional information you may have discussed Step 5 - AS400 Follow-Up  Verify that the order has been entered into AS400  Post the entered date on your Daily Tracker  Check Anticipated Ship dates against need-by-dates

Step 6 – Filing the order  Place the customer folder in filing cabinet

 Continue to watch all orders in AS400 and mark off on Daily Tracker

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