Step 2 - Create Program and Partner(s)

Create Program and Partner(s)

The IT Development team is currently responsible for creating a new Parts Ordering Program after a ticket is submitted with the program details by an Account Team person. One or more Fulfillment Partners are also created by the IT Development team with details in the request ticket.

Create (Parts) Program
A Program is launched for each Break Fix client that wants to replace damaged or missing parts from their displays. A parts program is launched by IT using the information contained in the IT Ticket request form filled out by the Account Team.

These are the data the fields needed when adding a new parts ordering (client) program.

Program Name
Description
Contact Email
Client
Call Form for Store Assignments
Call Form for Go Backs - in which call form to show the parts placement screen for this Program
Call Form for Troubleshooting - in which call form to show the troubleshooting screen for this Program. Note this is generally the same as the Go Back Call Form
Chains - all chains associated with the Program
Go Back Duration - duration of unscheduled appointment for Program
Go Back Completion Days - number of days from creation of go back
Rep Needed - is a field rep needed or is the part being shipped to the store
Generates Troubleshooting Task

Create (Fulfillment) Partner
A fulfillment partner is responsible for taking part orders for a Break Fix program, Shipping the orders and providing shipping information back to BDSmktg for processing.

Partners are created by the IT team in i:c and made available to the Account Team. Partners are necessary for Parts to be categorized correctly in parts list. They are also necessary for parts to be available for the Support Center agents.

Partner Name - name of the fulfillment partner
Program - name of the Parts Ordering Program
FTP Login
FTP Password
Ships from BDS - designates that this fulfillment partner is the BDSMktg warehouse
Ship to Store - this sets a default on the Support Center screen to ship to store
Uses Tasks - should unscheduled appointments be automatically created
Needs Parts Approval - do the parts need to be approved by the client before shipping

Uses Tasks Details
Checking this box tells i:c that unscheduled appointments will be created by i:c for every part order that is shipped. This takes the place of the Account Team needing to create a goal and store assignment for the rep to go to the store to place the part order.

The rules for i:c automatically creating unscheduled appointments for part orders or vendor visits:
- The unscheduled appointment is automatically created to start +2 days from Ship date. So the rep would not be able to schedule until 2 days after the ship date.
- 5 days for unscheduled appointment duration – this is a guideline which displays the end date of the appointment but is not enforced like a goal.
- Best Buy does not allow reps to place parts on weekends. For all Best Buy visits we skip the weekends in our calculations above.
  - This means if we are shipping on a Friday, we will skip Sat and Sun for the 3 days from ship date and start on Monday counting 3 days