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OVERVIEW:
Use this guide when the customer wants to order, and the customer’s not yet in our system.
Useful For:
Inbound DTV customers
For business customers requesting for a quote (until Netsuite goes live - TBD
PROCESS OUTLINE:
When creating a quote/draft order in Shopify and you can’t find the customer from our list, click on Create a new customer
2. Confirm whether the customer is purchasing for their business or for personal use
PERSONAL ORDER [CONSUMERS]:
Enter details as is, first name and last name would be the customer’s name
Make sure that the customer is using their personal email address
If the customer asks, or insists on using their business/work email address, inform them that the system will recognize this as a business order and we have a different process for B2B
Complete customer information and make sure all are correct, spell it out if needed
BUSINESS USE [B2B]:
Make sure that the First Name and Last Name is the Company/Business Name, and the Company is the Recipient/Point of contact
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