Concentric SOP

a FleetPride direct account transitions to a Corcentric account 

a brand new Corcentric account is created 

a Corcentric account transitions to a FleetPride direct account 

Corcentric reaches out to Cheryl and lets her know which existing FP customers are joining their program (this can happen several times daily) 

Cheryl puts information received from Corcentric into an excel template to be used with A/R Assignment tracker 

Cheryl updates Assignment tracker.xlsx and links to excel created from Corcentric information (Column O) 

Exception: If they are tax-exempt, Corcentric will provide the tax exempt certificate which is then forwarded to A/R directly at acctmaint@fleetpride.com - these do not go on the tracker 

A/R creates a new account with new account # for Corcentric accounts 

A/R utilizes the A/R Task Tracker to transfer information from old account profile to new account profile in iSeries 

Includes transferring OSR Salesman # to assign new account to OSR on go-live date 

Exception: branch/ dept # / code (A/R leaves it blank) 

A/R puts old direct account # on Type ‘H’ for Hold 

Cheryl checks tracker for new account # and updated information from A/R. If she sees that it has not yet been created/updated after 48 hours, she follows-up with A/R. 

Cheryl goes into old account profile and changes the group ID to 7461 (this is for tracking purposes) 

iSeries: Master Menu  

Select (3) Accounts Receivable   

Select (1) Master Files Maintenance Menu  

Select (1) Maintain Customer Master File  

Input Company, Customer, Branch (or search account name)  

Select correct branch by inputting ‘X’ under the ‘Sel’ column, then hit enter  

Change ‘Cust Group’ filed to 7461  

Cheryl emails sales and branch teams, notifying them of the change 

Includes: TSM, AM, BM, SM  

Includes Chris Micheal (Service Ops) if it is a service location 

Also cc’s Mike Cashman, EDI, Steve Madsen, POS Rebates, Store Ops, Mary Otwell from A/R 

Example: 

Cheryl sends a list of accounts to customerservice@fleetpride.com so that the Digital Team can set them up on FP.com  

Information includes: Account Name, Account #, Contact First & Last Name, Contact Email, Contact Phone # (optional), FP.com Role (Admin, Buyer, or Viewer) 

One email per account – default is BUYER role 

Per A/R, all digital accounts set up for Corcentric must be for the individual accounts not just linked to the parent account; this is to prevent issues with billing, credits and rebilling 

Corcentric reaches out to Cheryl and lets her know which new customers are joining their program (this can happen several times daily) 

Cheryl puts information received from Corcentric into an excel template to be used with A/R Assignment tracker 

Cheryl updates Assignment tracker.xlsx and links to excel created from Corcentric information (Column O) 

Exception: If they are tax-exempt, Corcentric will provide the tax exempt certificate which is then forwarded to A/R directly at acctmaint@fleetpride.com - these do not go on the tracker 

A/R creates a new account with new account # 

Cheryl checks tracker for new account # and updated information from A/R. If she sees that it has not yet been created/updated after 48 hours, she follows-up with A/R 

Cheryl emails sales and branch teams, notifying them of the change 

Includes: TSM, AM, BM, SM 

Includes Chris Micheal (Service Ops) if a service location 

Also cc’s Mike Cashman, EDI, Steve Madsen, POS Rebates, Store Ops, Mary Otwell from A/R 

Cheryl sends a list of new accounts to customerservice@fleetpride.com so that the Digital Team can set them up on FP.com  

Information includes: Account Name, Account #, Contact First & Last Name, Contact Email, Contact Phone #, FP.com Role (Admin, Buyer, or Viewer) 

Cheryl sends account # and reasoning to Mike & Bret 

Mike & Bret discuss 

If they approve of removing the customer from the Corcentric program, Cheryl emails A/R (directly to Steven & Mary) to revert back to a direct Fleetpride account 

Corcentric reaches out to Cheryl and lets her know about which customers who are exiting their program (I.e. closed business, or removing from program) 

Cheryl puts information received from Corcentric into an excel template to be used with A/R Assignment tracker 

Cheryl updates Assignment tracker.xlsx and links to excel created from Corcentric information (Column O) 

Cheryl emails the affected branches and cc’s the following: Mike Cashman, EDI, Steve Madsen, POS Rebates, Store Ops, Mary Otwell from A/R 

A/R closes account 

Notification of a new Corcentric Customer comes through to Service Ops (currently directly to Chris Micheal, Service Ops) 

Chris Creates a “Customer Override Pricing” entry in Karmak 

In Karmak, create new “Default Branch” Customer Override Pricing per every unique account number both parent and dash account. 

 Ie 555555 000-005 would create 6 entries in Karmak. One for the parent and 5 for each dash account. 

Entry includes standard Corcentric labor discount (Door – 10%) 

Enable print parts, task, and misc details. 

Mike asks about current oil filter program in initial discussions with the customer 

Mike and Cheryl work directly with the Filter Manufactures to ensure new accounts receive the same discount as before 

When customer reaches out to Corcentric about old filter program, Corcentric/TSM/Mike reaches out to Cheryl  

Cheryl reaches out to manufacturer sales rep filter with new account number & account name with CC to Dianna Merrell from Corcentric 

Filter manufacturer re-adds customer to filter program and sends both Cheryl & Dianna email confirmation 

Dianna confirms with customer 

PEM’s transferring from old direct account to the new Corcentric Account?? 

When they are moved they have to get a new account number so the sales data can be tracked separately from direct activity and through Corcentric. These means the exceptions are lost and if they have a catalog that too is lost as they now fall under the Corcentic Catalog. 

Right now – Mike sends Cheryl part #, Pool, agreed upon price – pricing sets up  

A/R assigns OSR to new Corcentric accounts on go-live day 

All drops follow regular Account Change Process rules. Accounts may be dropped after 12 months on a BOB, however, targets will remain. 

New Customer – we want to filter these out in dashboards/KPI (Jordan speaking to Peter) 

Improve communication for customer locations about program. 

Mike to work with Corcentric to produce an announcement that can highlight program details and launch date that customer can send out to all individual locations to improve first impressions. 

Communicate Corcentric Catalog to OSR 

Jordan working on pulling a list of field team members, including the assigned OSR