Inline Plastics Playbook v2 JUL-21
Prospect Ready To Become Customer – Distribution is involved
5. If a new Distributor, Account Manager communicates to Customer the ordering process/policies (lead times, order minimums,…)
1. Pricing agreed upon w/Distribution partner for the Customer/business being served
4. Account Manager communicates, if applicable, on commission set up to Sales Admin
2. Customer contract set up in system detailing pricing
3. Forecast volume provided to Production Planning
S A L E S P L AY B O O K
7. Invoice generated at time of shipment and sent to Distributor
10. Distributor pays for product at agreed upon payment terms
6. Order date confirmed to Distribution
8. Distributor receives product
9. Customer receives product from Distributor
CONFIDENTIAL INFORMATION – For Internal Use Only
13. Account Manager tracks to ensure Distributor/Customer are meeting volume expectations
11. Distributor submits proper backup on purchases to Accounting for rebate purposes
12. Account Manager follows up w/Customer and Distributor to ensure satisfaction with product
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