WebDoc-002 Birthday / Promo Cash Processing

Note – any dim text (gray) is not necessarily key information when working the counter.

Note – any yellow highlight is a recent change

Process Summary:

Process of accepting Birthday and Promo Cash from buyers during a sale.

Birthday Cash is sent to our buyers and consignors via email, printed by them, and brought into the store.

Promo Cash comes from several sources:

1. JLB coupons (like money)... printed by us, handed out, donations, etc.

2. Mailing list signups... emails sent to our buyers and consignors, printed by them, and brought into the store

(example)

3. Ad coupons... that people cut out, and brought into the store (example, Crazy Coupons)

Most Important Points:

Email address and phone number are the most important data to get, if not already on the Master

Limit the use to one cash card per person per visit

Accurate Promo Cash Source (ie "Crazy Coupon") entered in R Entry

Always use all Consignor Cash FIRST, before any Birthday Cash and Promo Cash is used.

Details:

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Basic Rules:

limited to one cash card per person per visit

not valid without buyer submitted Name, Address, Phone or Email (Email preferred)

Of all information submitted, email is the most important for us.

Note - go as far as you comfortably can to convince a buyer the value of giving us basic information... such quick alerts for our specials, $3 Rack, $20 = Free Item sales, New Inventory List updated alerts on our web site, etc. Hopefully that will get them fired up to give us their email. Be familiar with the rules for our Promo and Birthday Cash Cards (below)… so you can respond to their questions. Officially, a person using our free cash also agrees to give us their contact info. But if you get a person that balks at giving their contact info, doesn’t want to fill it out, makes a scene, etc.… just skip it.

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Buyer presents the Cash Card to make a purchase

Ensure use of only one Cash Card per the rules

Ensure buyer info is captured

Capture the person’s database information

Name is required. Email (1^st) and Phone (2^nd) are the MOST important data to get.

Use your best judgment…

If the person refuses to give us their information (per Cash Card rules), that’s ok

just move on. And make the sale as normal, using C# 10.

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If an existing Buyer on our Master

Update the buyer's data on the Master

Note - for existing Master records, any failed email addresses will get a "Check Red Flags" message at the top of R Entry

be sure to ask the person for updated information for any obsolete data

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If a new Buyer

Use M Entry, add the new buyer, and new data to the Master

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When making the sale

(1) R Entry

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If Birthday Cash

enter coupon amount, and select "validated" in the Validation pulldown cell

Note – “validated” is means that you captured all of the information you could get from that person.

this is what a Birthday Cash coupon looks like:

Birthday Cash

if the sale is with coupon #1... write "Master#, used mm/dd/yy" across the face of that coupon,

and return the printed coupon sheet to them... telling them to bring it back with their 2nd visit

if the sale is with coupon #2 ... write "Master#, used mm/dd/yy" across the face of that coupon, and keep the coupon sheet

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If Promo Cash

(a) if the Promo Cash is a JLB Coupon (pre-printed, dollar bill size)

select "JLB Coupon" in the R Entry pulldown menu

JLB coupon

(b) if the Promo Cash is a printed email

find the Promo Cash Source on the Cash Card coupon (that they presented)

look at the Cash Card image (example below), just above the coupon… you will see the Source Type

the following Source Types match the R Entry pulldown menu (for you to select):

Mailing List - Jenni Lynn

Mailing List - Crazy Coupons

Mailing List - Graphix Ink postcard

Mailing List - Gold Panner

like the Crazy Coupon images below

select Crazy Coupon" in the R Entry pulldown menu

Crazy Coupon

(d) if the Promo Cash is a coupon from the Graphix Ink Postcard

like the image below

select "Graphix Ink Postcard" in the R Entry pulldown menu

Graphix Ink Postcard

(2) for ALL Birthday Cash and Promo Cash... write "Receipt#, used mm/dd/yy" on the paper coupon... and put it with the receipts

then continue and finish the sale…

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