Things to check before booking or scheduling a collection for a customer

• Check collection frequency for the customer (AWM Manage Page and MYOB)
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• Check the map when can we schedule a collection for the customer (At Call Service)

• If a customer has a regular collection, are they requesting for urgent collection if so advise of $44 urgency fee
• We do not manually schedule a collection for our customers who has a regular scheduled collection. The system will generate an invoice on their scheduled collection.

How to schedule the collection

• Open customer's account in AWM Manage Page
• Verify account information such as Account name and Collection Address
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• Verify what bin do we need to collect
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• Check for any notes left on the account and verify if the information is still updated. If not, update it and leave a note on the invoice with the same information.
  • Make sure to follow the standard note procedure:

        WHO: Name of the person you talked to
        HOW: How you contacted them( or how they contacted us)
        WHAT: What they wanted
        WHY: The reason why they wanted it
        WHEN: Date of Contact
        WHO: Your Initials

• Check the map for the date of collection
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• Click New Order to schedule the collection
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• Choose type of service and bin size and click add
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• if a customer is requesting an urgent collection Click Yes on the Urgent Tab before clicking add
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• Add the name of the person who requested collection on the Orderer  Box
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• On the Shipping Method system will default to the Driver who will do the job but you still need to double check.
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• Promise date and Invoice date should be the date we scheduled the collection
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• System will default the Sales Person name to your name
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• Click Create Invoice
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•  A pop up message will show that the order was successful, just click Close

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• Advise customer of collection procedure and advise them that we will send invoice for the job
• Refresh and  double check the collection you process.
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