Multi Family – NetSuite Contract Meeting – March 1st, 2023
11.1 – Product Knowledge – Single Family – Basic
4.1 Purchasing Procedure Updates
We have made some changes to our Purchasing procedures to hopefully improve efficiency and reduce overall back & forth communication between departments. Ultimately, everything on Sales Order with an expected ship date within 60 days will be ordered into our warehouse- if you are not ready to order something , it is not yet approved, or set up completely, remove it from Sales Order immediately to prevent accidental purchasing of incorrect products.
Below you will find details for the following scenarios:
- Who to contact for each Vendor- Assigned Buyer
- Eliminate Email Requisition Form- Ordering Material
- Ordering Clubhouse and Special Order Items before our standard 60 Days- Special Order/Amenity Items
- How to determine when material will be ordered- Order Frequency
- How to advise Purchasing department of your expected Purchase Price- Communicating Expected Purchase Price
- Who/how to contact regarding an urgent order- Urgent Orders
12.0 Product Knowledge – Advanced
5.1 Beta Items
19.0 Multi Family – Estimating – NetSuite
18.0 Multi Family – Project Management – NetSuite
14.0 Single Family – Account Management
Understanding the Account Manager role
-
What is a Single-Family Home?
A single-family home is a free-standing residential building that sits on its own land.
-
What is the difference between a Single-Family and Multi-Family home?
The main difference is the number of residences they contain. Multifamily homes contain separate residential units within a single structure, such as an apartment complex.
-
What is expected from a Single Family Account Manager at Ellen Lighting?
To support the assigned Single Family Customer Account. This includes the following tasks:
- Scheduling: Shipments, Customer Warranties, etc.
- Filing
- Data Entry
- Creating Sales Orders based on Customer Purchase Orders
- Customer Service Based Calls
- Heavy Research
- Floor Plan Take Offs
- Managing Assigned Customer Accounts
- Assisting Sales with Various Projects and Bids
- Periodically Visiting Customers Onsite
8.0 Operations
11.0 Product Knowledge – Multi Family – Basic
1.0 Welcome to Ellen Lighting
Scroll down and click My Account to return to all available courses.
3.0 Introduction to Software and Solutions
Scroll down and click My Account to return to all available courses.
2.0 Policy and Procedure
Scroll down and click My Account to return to all available courses.