CAP Program Details

Check Order Status | CAP Order Form

Program Information

Sales Reps (RAM) can use this program at their discretion to enhance Commercial Excellence, create awareness, and increase the closing average.

• 1000 credit annual allowance – Credits are based on dollar value -1000 credits = $1,000
• Approval – The supervisor or BUL must approve the order before fulfillment.
• Shipping—Items will be shipped to RAM and hand-delivered to customers by RAM. Direct mailings to customers should be limited and only used in special circumstances.
• Order Status – Check Order Status (only supervisor-approved orders will appear on the form)

Order Process

1. Approval – An email notification is sent to Supervisors or BULs to review and approve the order
   • Email has a link that takes the supervisor to an approval form. A login is no longer required
2. Approved Orders — When a supervisor approves an order, Damon from marketing will receive a notification to fulfill it.

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Notification Details

1. Form Submitted
   • RAM email notification with order details [view – admin only]
   • Supervisor Approval notification email with approval link [view – admin only]
     
2. Approved Order
   • Email notification emailed to RAM, John, Damon, and Xan [view – admin only]
     
3. Order Shipped/Fulfilled
   • Email notification sent to RAM and Supervisor [view – admin only]