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Objective: Data Processing Request forms were created to enhance the efficiency and accuracy of our data processing workflows. By standardizing the process and ensuring all necessary information is captured correctly, we aim to reduce errors, minimize redundant tasks, and speed up the handling of requests.
- Location of the forms: P:\SERVICE\FORMS
- Who is Responsible: The responsibility for utilizing these forms lies with Service Managers and Regional Service Directors involved in data processing, request handling, and customer service. Each team member must ensure that the forms are filled out accurately and completely to facilitate seamless processing and timely completion of tasks.
- Key Components:
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- Account Maintenance Form is designed for updating or adding account information, including customer-specific group pricing. It captures detailed contact information such as the customer number, name, current route day, frequency, and contact details (name, phone number, email). It accommodates requests for route transfers or frequency changes, with fields for the new route day, frequency, delivery name, legal name, address, new chain, and new price group. It also includes sections for B/U transfers, adding products with corresponding weekly prices and quantities, primary service, AP, invoice email, PO/AU/Cost Center, tax status, and adding soil tickets and garment enablement. The form ensures comprehensive data capture for accurate account maintenance and service management.
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- Service Emblem Template Request Form is used to request the creation or duplication of service emblems for customer accounts. It includes fields for the date, customer number, and customer name. The form requires a copy of the digital proof of the emblem to be provided. If the request is a duplicate of an existing account, the customer number of the account to be duplicated must be included. This ensures that the service emblems are accurately created or replicated, maintaining consistency and meeting customer requirements.
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- Multiple Account Route Transfer Request Sheet is utilized for transferring multiple accounts between routes. It includes fields for the date and requestor's information. The form specifies that it should be used exclusively for route transfers, where all accounts listed must be transferring from the same current route to the same new route. For example, all accounts currently on route 35A will be moved to route 30B. The form accommodates up to 20 accounts per sheet and requires details such as the account number, account name, current route and day, new route and day, and the new garment day for each account. This structured approach ensures an organized and consistent transfer process for multiple accounts.
The adoption of these new forms is essential for reducing over-processing and defects while expediting the completion of requests. By standardizing our data processing workflows, we can achieve greater efficiency, accuracy, and customer satisfaction. Your cooperation in implementing these forms is greatly appreciated and vital to our success.
Account Maintenance Form:
Objective: Data Processing Request forms were created to enhance the efficiency and accuracy of our data processing workflows. By standardizing the process and ensuring all necessary information is captured correctly, we aim to reduce errors, minimize redundant tasks, and speed up the handling of requests.
- Location of the forms: P:\SERVICE\FORMS
- Who is Responsible: The responsibility for utilizing these forms lies with Service Managers and Regional Service Directors involved in data processing, request handling, and customer service. Each team member must ensure that the forms are filled out accurately and completely to facilitate seamless processing and timely completion of tasks.
- Key Components:
-
- Account Maintenance Form is designed for updating or adding account information, including customer-specific group pricing. It captures detailed contact information such as the customer number, name, current route day, frequency, and contact details (name, phone number, email). It accommodates requests for route transfers or frequency changes, with fields for the new route day, frequency, delivery name, legal name, address, new chain, and new price group. It also includes sections for B/U transfers, adding products with corresponding weekly prices and quantities, primary service, AP, invoice email, PO/AU/Cost Center, tax status, and adding soil tickets and garment enablement. The form ensures comprehensive data capture for accurate account maintenance and service management.
-
- Service Emblem Template Request Form is used to request the creation or duplication of service emblems for customer accounts. It includes fields for the date, customer number, and customer name. The form requires a copy of the digital proof of the emblem to be provided. If the request is a duplicate of an existing account, the customer number of the account to be duplicated must be included. This ensures that the service emblems are accurately created or replicated, maintaining consistency and meeting customer requirements.
-
- Multiple Account Route Transfer Request Sheet is utilized for transferring multiple accounts between routes. It includes fields for the date and requestor's information. The form specifies that it should be used exclusively for route transfers, where all accounts listed must be transferring from the same current route to the same new route. For example, all accounts currently on route 35A will be moved to route 30B. The form accommodates up to 20 accounts per sheet and requires details such as the account number, account name, current route and day, new route and day, and the new garment day for each account. This structured approach ensures an organized and consistent transfer process for multiple accounts.
The adoption of these new forms is essential for reducing over-processing and defects while expediting the completion of requests. By standardizing our data processing workflows, we can achieve greater efficiency, accuracy, and customer satisfaction. Your cooperation in implementing these forms is greatly appreciated and vital to our success.
Account Maintenance Form:
Service Emblem Template Request Form:
Multiple Account Route Transfer Request Sheet:
