Inline Plastics Playbook v2 JUL-21

Prospect Ready To Become Customer – Direct customer (no Distribution)

2. Customer completes form and sends back to Account Manager/Inline Accounting

1. New Customer forms obtained from Finance and sent to Customer

3. Finance check completed and payment terms established

4. Verification sent back to Customer on payment terms

5. Customer contract set up in system detailing pricing

7. Account Manager communicates, if applicable, on commission set up to Sales Admin

8. Account Manager communicates to Customer the ordering process/policies (lead times, layers, order mins)

9. Account Manager works with CS Supervisor to assign a CSR to the account.

10. Account Manager introduces Customer to Inline Customer Service Dept.

6. Forecast volume provided to Production Planning

S A L E S P L AY B O O K

11. PO sent to CSR and Supervisor establishing the Order Management Process (EDI preferred or readable emailed PO)

13. Invoice generated at time of shipment and sent to Customer in agreed upon format

15. Customer pays for product at agreed upon payment terms

12. Order ship date confirmed to Customer

14. Customer receives product

CONFIDENTIAL INFORMATION – For Internal Use Only

16. Account Manager follows up w/Customer to ensure satisfaction w/product/ordering process

17. Account Manager tracks to ensure Customer is meeting volume expectations