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Manager &Operation: Janelle Ashman Procurement & Client Relations: Kristin Borchardt Receiving & Finance: Juei Hsia. AMM 472 Wholesale Division. Winter Quarter-2012. Mission Statement.
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Manager &Operation: Janelle Ashman Procurement & Client Relations: Kristin Borchardt Receiving & Finance: Juei Hsia AMM 472 Wholesale Division Winter Quarter-2012
Mission Statement The purpose of the wholesale division is to generate & fulfill merchandising orders through Cal Poly Pomona clubs, classes, events, and offices effectively and professionally.
Team Roles Janelle Ashman- Manager/Operations Kristin Borchardt-Client Relations/Procurement Juei Hsia-Finance/Receiving
Statement of a Problem The purpose of the wholesale division is to coordinate the various custom wholesale orders established by AMM 471 teams. In order to reach this goal, we need to source appropriate vendors for blanks, screen print and embroidery; and monitor the approval process for each customer; calculate price quotes; record and track orders by customer and sales reps; and arrange for finished goods delivery.
Weeks 6 and 7 Quarter Plans Week 6 Week 7 Week 7: (2/15) Submit Weekly Report #5 Complete Weekly Report #6 Receive and deliver finished orders and collect packing slips. Organize deliverables for finished groups in Wholesale binder. Send Customer Satisfaction survey to finished groups. Receive Customer Satisfaction Survey. Week 6: (2/8) • Submit Weekly Report #4 • Complete Weekly Report #5 • Do Midterm 472A Team Oral Presentation. • Finish Taking Orders *do not take orders past this week* (Specifically 2/10) • Receive and deliver finished orders and collect packing slips.
Weeks 8 and 9 Quarter Plans Week 8 Week 9 Week 9: (2/29) Submit Weekly Report #7 Complete Weekly Report #8 Finish Receiving Customer Satisfaction Surveys. Week 8: (2/22) • Submit Weekly Report #6 • Complete Weekly Report #7 • Receive and deliver finished orders and collect packing slips. • Organize deliverables for finished groups in Wholesale binder. • Send Customer Satisfaction survey to finished groups. • Receive Customer Satisfaction Survey.
Week 10 Quarter Plans Week 10 Week 10: (3/7) • Submit Weekly Report #8 • Revise Operation’s Manual/Proposal accordingly. • Finish adding deliverables and all photos or quantifiable info to binder. • Practice Final Presentation (Present on 3/14 at 9:10 a.m.) .
Accomplishments Week: 6 Weeks: 7 Week 7 A Purchase order was completed by Juei. Client Questionnaires and Design Forms continue to change or need corrections. (Pantone Numbers, Design alterations, Clients dropped) Continued to source for new products and remain in constant communication with our teams to place an order. Week 6 • We did not plan on taking orders past 2/10, but continued receiving Design Forms and Client Questionnaires. • We continued to remind sales representatives to place their orders quickly in order to ensure timely delivery. • It has been very difficult because every group is at a different stage in the ordering process. • Price quotes have been given to 5 teams, but we are waiting on a response from clients.
Accomplishments Week: 8 Weeks: 9 Week 9 Several Purchase orders have been submitted and paid to Patty. Some teams continue to wait for client approval. Many clients have declined teams price quote. Continued sourcing for those teams with new clients, and presented them with a price quote as soon as possible. Last day to accept orders was Friday 3/9/12. Week 8 • Continued receiving revised Design Forms and Client Questionnaires. • Waiting on payments for teams with clients that approved price quote. • Still waiting on responses from clients to approve specific price quotes. • Teams have dropped Clients and quickly had to find new ones. We had to start over for sourcing.
Accomplishments Week: 10 Week 10 • Submitted purchase orders for the last groups that received client approval. • Stopped taking orders. • Received Merchandise for one group. • Sent out Customer Satisfaction Survey to groups who have received merchandise. • Updated Deliverables. • Waiting to receive merchandise for other teams who have placed an order.
Obstacles by week • Week 8 • Sourcing for new clients and keeping in contact with team representatives. • Client Approving price. • Week 6 • Sourcing and placing some orders is at a standstill because we do not have all the forms filled out correctly from student representatives in order to accurately complete a price quote form. • Week 9 • Receiving payment after the price quote has been approved. • Some Clients still have not approved their price quotes, and have not kept in contact with their team representatives. Lack of communication. • Week 7 • It has been very difficult because every group is at a different stage in the ordering process. • Some Clients have changed due to un-responsiveness. • Week 10 • Payment. • Receiving orders in a timely manner.
Updated Contact Sheet *Some Company information is not updated due to lack of response by student representatives or Client neglecting to fill out specific information.
Recommendations -Make a contact list of all teams with email, phone numbers, and client information. -Always communicate with your team members and client representatives using the 24-hour communication rule. -Keep Records of EVERYTHING: email correspondence, times and dates, sourcing activity, communication with vendors and drafts of price quotes. -Keep organized records of each teams progress using the progress tracking calendar. -Make sure all forms are filled out properly: proper sizes, color options, AI file, pantone numbers, etc. -Have all your forms done by week 2 and sent out to client representatives. -Continue contacting them until you receive their forms. Come up with a Due date for last day to receive orders! -Leave flexibility for your markup. We started with 40%, but needed to go lower in order to meet certain team budgets.
