Wabash National Customer Service Dave Banes Sales Mgr, Customer Service 4-15-08 1 Customer Service Structure Bruce Ewald Senior VP, Sales & Marketing Rob Fortney General Sales Mgr Jim Hasty VP, Marketing & Sales Operations Mike Bierman Regional Sales Director Dave Banes Customer Service Mgr. x5485 Mike Hauer Regional Sales Director Angela Compton WNTC,Dealers,& Direct, x5830 Matt Smith Dealers & Direct x5486 Mike McKenzie Regional Sales Director Bill Lague Dealers, WNTC, & Direct x5509 Sara Day WNTC & Dealers x5601 (4) Factory Direct Field Sales Representatives Doug Coffing Dealers & Direct x5564 Scott Buckley Canada x5815 Mike Eline Director Branch Operations Kathy Schroll Dealers, Direct, & MSO’s x5482 2 Cust. Service Centered Communication Customer Sales Rep, Dealer, or Branch Engineering Production (incl. quality, Warranty*) Customer Service Representative Admin. (Legal, Acctg., Credit) These roles are to be the central (but not only) point of contact between customers, dealers, or outside salespeople and rest of the company. COPCE Transportation* 3 Customer Service Representative Your CSR is there to serve you and to help you secure the order! CSR responsibilities include the following: Quote Review: The CSR will review your SAP quote request carefully to ensure that all information has been provided. If anything is unclear, the CSR will ask for clarifications. If you are unsure about anything, call first before submitting the quote request. Quote pricing: The CSR will send you (via SAP) a priced quote. If there are special pricing concerns, be sure to give that information to the CSR in advance. Transportation Planning: WNC needs all trailers to ship within 15 days of completion. This means that Orders should be Advance Planned no later than 30 days prior to production. The Transportation Dept. will provide transportation rates to you based on mode and destination. CSR’s will be contacting you at least 30 days and again 10 days prior to production to ensure that all Customer Supplied Material will be here on time. The CSR will track your order throughout its cycle and will let you know if there are any issues that need addressing. You have visibility in SAP and should stay on top of your orders as well. Factory visits must be coordinated through your CSR, including Pilots which must be scheduled 45 days in advance. 4 Quote Cycle Management Quote Turnaround times are being measured and tracked. Daily prioritization of quotes (work with your CSR). Primary bottleneck are due to incomplete, unclear, and faulty quotes submitted. Quotes that require extensive review and cleanup by CSR’s add time to the turnaround process. Quotes that are unclear to the Costing Group may be rejected until issues are addressed. “Clean” quotes move in and out of Costing much quicker! Quoting WNC standard designs move quicker through the process! Key variations from Standard require WNC Executive approval. Avoid Re-quotes whenever possible…. they will be re-costed. Know which Options the customer is interested in before the quote is submitted. Completely fill out the quote request form. Respond to requests for updates on opportunities. We need follow-up on a weekly basis. If Questions, contact your CSR…. They are ready to help! 5 CSR Assignments - Branches Dealer/Branch/Rep Customer Service Representatives WNTC Branch Wabash Sales Angela Compton (765) 771- 5482 Jeff Ward Branch USA WNTC Sacramento Branch Sara Day (765) 771- 5601 Mike Bierman Branch USA WNTC Scranton Branch Angela Compton (765) 771- 5830 Mike McKenzie Branch USA WNTC Phoenix Branch Sara Day (765) 771- 5601 Mike Bierman Branch USA WNTC Portland Branch Sara Day (765) 771- 5601 Mike Hauer Branch USA WNTC Miami Branch Angela Compton (765) 771- 5830 Mike Bierman Branch USA WNTC Los Angeles (Fontana) Branch Sara Day (765) 771- 5601 Mike Bierman Branch USA WNTC Columbus Branch Sara Day (765) 771- 5601 Mike McKenzie Branch USA WNTC Denver Branch Sara Day (765) 771- 5601 Mike McKenzie Branch USA WNTC Pittsburgh Branch Angela Compton (765) 771- 5830 Mike McKenzie Branch USA WNTC Dallas(& Shreveport) Branch Bill LaGue (765) 771- 5509 Mike Bierman Branch USA WNTC San Antonio Branch Bill LaGue (765) 771- 5509 Mike Bierman Branch USA CSR Phone Regional Sales Directors Channel 6 CSR Assignments - Dealers Dealer/Branch/Rep Customer Service Representative CSR Phone Regional Sales Directors Channel Adobe Holdings Bill LaGue (765) 771-5509 Mike Bierman Dealer Atlantic Coast/ Triad Bill LaGue (765) 771-5509 Mike Bierman Dealer Atlantic Star Sara Day (765) 771-5601 Mike Hauer Dealer Border International Bill LaGue (765) 771-5509 Jeff Gagnon Dealer Brody Trailer Kathy Schroll (765) 771-5482 Mike McKenzie Dealer Century Trailer Sales Sara Day (765) 771-5601 Mike Hauer Dealer Cobble Hill Trailer Sales Sara Day (765) 771-5601 Mike Hauer Dealer Commercializadora de Mexico Bill LaGue (765) 771-5509 Fleet Equipment Doug Coffing (765) 771-5564 Mike McKenzie Dealer Fleet Stop Trailers Ltd. Scott Buckley (765) 771-5815 Mike Hauer Dealer L&V Trailer Sales Doug Coffing (765) 771-5564 Mike Hauer Dealer Midwest Trailer Angela Compton (765) 771-5564 Rob Fortney Dealer N.J. Trailer and Truck Doug Coffing (765) 771-5564 Mike Hauer Dealer National Trailer Ctr of Michigan Sara Day (765) 771-5601 Mike Hauer Dealer Quality Trailer Kathy Schroll (765) 771-5482 Rob Fortney Dealer Regional International Kathy Schroll (765) 771-5482 Mike Hauer Dealer Southwest Trailers Doug Coffing (765) 771-5482 Mike Bierman Dealer Stoops Kathy Schroll (765) 771-5482 Mike McKenzie Dealer TNT Trailer Sales Angela Compton (765) 771-5564 Mike Hauer Dealer Tycorra Investments Scott Buckley (765) 771-5815 Mike Hauer Dealer Virginia Truck Center Sara Day (765) 771-5601 Mike McKenzie Dealer Wabash Trailer Sales TN Matt Smith (765) 771-5486 Mike Bierman Dealer West Valley Truck Ctr (Wabash Utah) Angela Compton (765) 771-5564 Jeff Gagnon Dealer Wick's Truck Trailers Matt Smith (765) 771-5486 Rob Fortney Dealer Dealer 7 Firm Order Management And Sales & Operations Planning Procedure 8 Firm Order Management FOM Policy covers the minimum requirements for Orders to be accepted by WNC and subsequently scheduled for Production. Signed Sales Order Confirmation (within 30 day bid validity) Key items related to customer, product, pricing, EBIT, approvals, terms, special agreements, trades, and documents. Procedural topics now covered in the Sales and Operations Planning Procedure. Effective January 2, 2006, revised July 21, 2006 9 Sales & Operations Planning Procedure (S&OPP) Sales and Operations procedures to enable optimum customer satisfaction with WNC products, services, and schedule attainment. Verifications and Approvals to ensure consistent compliance with the procedures described. Order Specification Review Be sure to review the specifications with your customer PRIOR to submitting the order in SAP, but no later than 8 business days after the order is place. If the order is unclear and/or pickable options have not been utilized, they may kick the order back and require a requote. Documentation to be kept in the order file 10 Sales & Operations Planning Procedure (S&OPP) Sale Order Confirmation Packet Includes everything you need to review with your customer. SOC signatory document (pricing, terms, schedule, etc.) Current version of Standard Terms and Conditions Doing Business With Wabash National Customer Supplied Materials Standard Requirements Change Order policy Fuel Surcharge statement 11 Sales & Operations Planning Procedure (S&OPP) Important Customer Supplied Materials requirements…. Review Carefully! CSM Standard Requirements – review and understand Deadlines for receiving Decal Drawings will be enforced 8 business days after SOC or 45 business days prior to production… BETTER TO SUBMIT AT TIME OF ORDER. Drawings are required in electronic format… send to your CSR Late drawings have FINANCIAL and SCHEDULE consequences. Limit the variety of CSM as much as practical. Follow-up recommendations for ensuring timely arrival of CSM. Late arrival of CSM has FINANCIAL and SCHEDULE consequences. 12 Sales & Operations Planning Procedure (S&OPP) Important Change Order Policy limitations….. Review Carefully! Change Order Requests inside of 45 calendar days of scheduled production now require cross-functional approval from executives representing Manufacturing, Supply Chain, Sales, and Product Engineering. Approvals will be hard to obtain…. Change Order fees for all Customer Requests are stiffer and vary depending on whether a “standard” specification change or a “custom” specification change, as well as the impact on Purchasing, Engineering, and Manufacturing. Minimum charge is $250 per change order! 13 Sales & Operations Planning Procedure (S&OPP) Used Trailer Used Trailer quotes must be documented through SAP All trades must be documented by the Used Trailer Trade Form. Order Critical Path Timeline New section to drive home the importance of securing orders that have the highest probability of success in being built right the first time and on schedule. Orders taken for production slots less than 50 business days (~10 weeks) away will require cross-functional approval from designated representatives in Manufacturing, Supply Chain Management, Sales, and Product Engineering. 14
© Copyright 2024