Processing Bill Butler's book for customers.
We are selling Bill Butler's book, Protecting Your Veterinary Practice: Proven Insider Insurance Secrets Every Vet Must Know. We are not shipping this out of the RRD warehouse. Orders will still come through Netforum.
Orders will be received as all orders are received, either web orders from members/non-members or invoices entered by the Customer Engagement team.
When you are running the fulfillment order in NetForum, look for the book and uncheck any orders for this book.
Go to any Invoice# that has ordered the book and add internal notes to the invoice
Notes: Book to be shipped by author directly
Shipping will be done by Bill Butler as he is storing the books.
Send Bill Butler an email with the name and address and how many books to ship.
Email should include:
Invoices on letterhead for each order and save as PDFs so Bill may include them in the package -- so the client will have a physical "receipt" to reference.
Click into client profile, select "AAHA invoice/receipt on LH" and type in date for 2 days BEFORE order processed as start date, and today's date as end date, select "yes" on "include fully paid" option, and generate report.
Save as PDF and rename with client name and invoice number before attaching it to email for Bill."
Bill Butler will send them from his location, using the AAHA UPS code.
Store > orders and payments > weekly reports to Customer Engagement> Customer Engagement sends orders to Bill > Bill fulfills the orders using AAHA’s UPS account, UPS’s free packaging, and AAHA labels > Bill sends invoices to AAHA for books based on the agreed-upon rate