Rep Digital Folder

ORDER CHECKLIST | Avoiding NMI's

PAYMENT TAB:  Tax exempt number is visible on the Totals Tab. If not, submit the TEC form to the TEC inbox.  Correct Amounts are applied to all Method of Payment and Balance is $0.  All applicable MOP/TEC forms (labeled with the correct naming convention) are attached to the Parent Account in SFDC and contain the correct naming convention. See Below.  REQUIRED METHOD OF PAYMENT DOCS have been loaded to SFDC with the correct naming convention, See Below . (Ex: Hard Copy Purchase Order is for correct amount and is signed and dated by administration or bookkeeper)  CUSTOMER PAYMENT FORMS (Single or Multiple) include all required information, rep signature and have been loaded to the Parent Account in Salesforce with the correct naming convention before placing your order, See Below.  CREDIT MEMO/RSM APPROVED CREDIT/GIFT CERTIFICATE has been approved by RSM and the SSR has completed the process before sending the order.  PURCHASE ORDER # can be verified in coach communication and has been uploaded to the Parent Account in SFDC.  If CHECK/CREDIT CARD is not covering 100% of the balance, it must be accompanied with a CPF as Credit Application for the remainder of the balance.  For Youth, Booster Club & All Star accounts, one of the acceptable Method of Payments (Money Order, Check, Credit Card) has been used. If MOP doesn’t cover 100% of the balance, it must be accompanied with a Customer Payment Form as Credit App for remaining balance. AUDIT TAB:  Thoroughly review all information including lettering requirements, matching quantities, and consistency in garment braid set-up, lettering, & colors before placing order! Update all vouchers with red alerts.