confirmations

Confirmations

Order confirmations are checked Daily for each order you worked from the previous day.  This is a very important and mandatory part of our job.  It is our last chance to make sure our order is correct. 

Multiple Select

Checking order confirmations are mandatory

• Yes

• Yes

• still yes

• YES!!

Check for Confirmations

​located in the ​

orderconfirmation inbox

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from day before for each order you work. ​

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note: make sure you keep an eye out for revisions typically sent in the PSG inbox

Pull your confirmations

​Select your confirmation email , mark it as read, then download the attached htm confirmation

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Save your confirmation as a PDF and check it against the measure sheet. As long as everything checks out then proceed to the next step​

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Checking Confirmation against the measure sheet

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Multiple Choice

If I notice a revision is needed I then immediately send a revision request from the orderconfirmation inbox to Victoria Koster and cc Megan Napier

• Yes, and its best to cc myself as well.

• Yes, and add Amanda C.

• No, we must immediately send the email to Victoria through the PSG inbox. Plus cc Megan Napier and its best to myself as well.

• Yes, and send a copy to the PSG inbox and cc Rose

Update the Factory Order# section with the Order No. and upload the pdf version of the confirmation in the order confirmation section under docs and images

​Update in CRM

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Multiple Choice

After we load the Confirmation info to CRM next we. . .

• Nothing - were done from there

• Send an email including the confirmation pdf to the division