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Meraki Current Inventory Flow (i think), Current LED/NEST Process (Sales…
Meraki Current Inventory Flow (i think)
Current LED/NEST Process
Sales Rep creates and inputs LED (bulb) & Nest quantity via Docusign LED+NEST order form
Customer signs Docusign
Janalin receives email from Sales Rep of Docusign order form that has been signed by customer
Janalin
MANUALLY
downloads the document from Docusign link in email
SALESFORCE WORK
Janalin opens Salesforce and goes to reports and finds customer name that's on the Docusign order form
Clicks on customer name → goes to their Opportunity profile
Scroll down to LED/Nests section in Opportunity and click on customer name
She
MANUALLY
Uploads Docusign doc in "Notes and Attachments" area in the LED form page
1 more item...
INVENTORY
Inventory Orders
Office Location
Customer Orders
Opportunity (customers profile)
LED & Nests Customer
Product Type
(LED Daylight)
Item #
(462168)
Total INV. Quantity
(2,368)
Unit Price
($3.50)
Purchase Amount
($2,371.50)