Inline Plastics Playbook v2 JUL-21

13.6 Setting up a New POD Program with CDI price Adjustment Mechanism

1. Go to Salesforce, open, and download the current copy of All Products NCM ROI Worksheet (NCM). The file is password protected – you will get the password at initial training from your Directors and/or Pricing Manager. NCM TAB 2. Select NCM tab, fill in all relevant information per NCM instructions for all items that’ll be on the new CDI POD program only. Current POD Rebate pricing is used as the initial pricing for the POD CDI program along with any new items to be added (see converting POD). 3. If the customer is “NEW” Enter the End User Customer Name in box labeled “Enter the End User Customer Name/POD# Here”. If customer isn’t “NEW”, go to “Cust Lookup” tab and find the customer number. Enter the customer number over “NEW” in the yellow box next to Acct Number box. The customer name will appear as well as the “Rebate”, “Alt. COMM.” (commission), and “Alt. FREIGHT”. 4. Enter the items under “INLINE ITEM” and prices under the “CONTRACT SELLING PRICE (CS)” for each item on your RFQ. 5. Caution, if an item is entered and it’s not in the NCM, the “MATL” column next to the “INLINE ITEM” box will Not have a material populated. 6. Go to the “ANNUAL CASES” column and enter the case volume per line item. • Only enter volume for an item entered, if no item is entered in a row the case volume is blank. • Caution, if the case volume is not entered the “Order Value NCM$”, “GROSS SALES” and totals at the bottom of worksheet will not populate. 7. Review REBATES, COMMISSION and FREIGHT column values prepopulated in the worksheet. The default values when “NEW” is entered as the customer number are 8% Rebate, 4.5% Commission and $2.50 Freight. If a specific customer number is entered, the values that are active for the account, from that month, in the Cust Lookup tab will appear. Are each of the values at the desired percentage or dollar amount? • For example, if listed under “REBATES”, 8% is prepopulated and the RFQ has an 8% “REBATE” do not over-ride, the calculation it already exists. The same holds true for “COMMISSION” and “FREIGHT”. • Each can be over-written by selecting the “No” drop down box, under the “Y/N”, and select “Yes”. The column boxes change to blue. For each item entered, enter a new value.

• NEXT 5 PAGES OUTLINE THE STEPS FOR SETTING UP A NEW PROGRAM WITH CDI PRICE ADJUSTMENT MECHANISM. PLEASE USE THIS SECTION WHEN YOU HAVE PROPER DOCUMENTATION INFRONT OF YOU.

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