Piotr

Order desk and B2B customer service rep · Job role: Sales coordinator

Order confirmations, backorder notes and lead times that keep trade buyers ordering.

I write the order desk side of a B2B business: confirmations, backorder and substitution messages, lead-time updates and the trade account paperwork. Your trade buyers always know where their order stands, and your team follows one procedure from quote to dispatch.

What Piotr delivers

Order acknowledgement and confirmation templates: Acknowledgement, confirmation and dispatch templates with fill-in fields for PO, lines, dates and delivery.
Backorder, delay and substitution messages: Reply templates for out-of-stock lines, part shipments, new lead times and suggested substitutes.
Trade account opening form: A trade account application form with the details and documents you need, and a short call script.
Welcome pack for new trade accounts: How to order, cut-off times, delivery, returns, credit terms in plain words and who to contact.
Order desk procedure from quote to dispatch: A step-by-step procedure for the order desk: quote, order entry, checks, confirmations, changes and dispatch.

Get Piotr, free

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