Order Changes

• Typical Order Process
• Possible Order Change Errors
• Order Change Scenarios
• My Fundraising Place Tools to catch possible errors
• Tips/Takeaways

Typical Order Process

1. Print out orders
2. Paperwork and Label Queue (Orders to Pack or Stage)
3. Perform work of Staging orders
4. Paperwork and Label Queue (Staged Orders ready for delivery)
5. Delivery

Possible Order Change Errors

1. Invoicing
   • Need for second invoice – first submitted for payment
   • Pay the old revision – collections headache
   • Hard to collect mistake – giving it away
2. Product Delivery
   • Missing product at delivery
   • No seller product – late order not prepacked
   • Restaging an order – headaches (PT help/inventory)
   • Wrong paperwork for operations

Order Change Scenarios

1. Not Printed Yet
   • No worries, user will continue to make changes
2. Printed, not Staged
   • To Do Box – hanging folders for each day
   • If changes, replace paperwork
3. Staged
   • Staged Box – hanging folders for each day
   • Done – paperwork is lying down
   • Changes – paperwork is standing up
4. Delivered
   • Do an add-on invoice

My Fundraising Place Tools to catch possible order change errors

1. My Fundraising Place Locking
   • Group Leader can make unlimited changes to their order and submit until labels or invoice is printed
     • Once printed, My Fundraising Place is locked at that point and you are made aware of any changes after that. You then must unlock or enter the order yourself
2. Printing Label’s Error Messages:
   • Seller Info and Invoice Total Mismatch
     • Seller Info quantity and invoice quantity don’t match
       
3. Label Reprints Tile (Dashboard)
   
   
4. Invoices to Reprint (Smart List)
   
   

Tips/Takeaways:

1. Print labels later (minimize changes)
   • Prepack Labor – run smart lists for units to plan ahead
2. Print invoices later (minimize multiple versions and invoices)
3. Follow through right away as changes happen
4. Do day of delivery checks in My Fundraising Place (My Fundraising Place Tools mentioned above)
5. Inventory will stay spot on if your invoices reflect all product (Do monthly adjustments also)
6. Mark multiple invoices to Stage at once on the Invoice Grid
7. Order changes offer you a competitive advantage. It adds value for your customers and the opportunity to outshine your competitors.