Hardware purchasing flow
Hardware purchasing flow
This article will give instructions on how to handle a request from a customer looking to purchase a piece of hardware.
Step 1: Customer request for hardware comes in
Step 2: Answer any questions the customer has regarding the hardware
Step 3: Give a quote for the hardware
- Ask management for a quote or confirmation of a quote before giving the customer any pricing
- Pricing is the cost of the hardware PLUS SHIPPING
- Make sure that the additional shipping cost is clearly stated
- Ex: The receipt drawer is going to cost $100 plus shipping
- Make sure that the additional shipping cost is clearly stated
Step 4: Recieve confirmation that the price is good at that the customer is wanting to order the product
- Ensure this is given in writing in a ticket from the customer
Step 5: Send an email to accounting@clubspeed.com and purchasing@clubspeed.com
- For Clover devices, please email merchantservices@clubspeed.com also.
- This should include the product they are wishing to purchase, the contact, and our internal customer ID for the customer (can be found in Hubspot) letting them know that they are wanting to make an order and they will take it from there
To be clear, all customer communication during this process should be done in the ticketing system and should not be directed to the accounting or purchasing contacts unless directed to do so by management. If there are any questions regarding this process or from the customer that you are unsure about at all make sure to contact management to clarify so that we make sure the customer receives the most accurate information.