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Who handles what staff directory for wholesale distributors
Tells any staff member who handles what, from credit holds and special pricing to recalls and delivery changes, gives the name and how to reach them, and passes the message on with the details.
Talk to Lena at Ridgeline Foodservice Supplies
Ridgeline Foodservice Supplies is made up. Lena is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Staff do not know who decides credit holds, pricing or delivery changes after cut-off. Questions go to the general manager, get forwarded twice, and customers wait.
How it works
- Answers who looks after a task, with the name, role and how to reach them
- Gives the rule that applies, such as order cut-offs and free delivery minimums
- Passes the message on with the customer, the question and the deadline
- Sends a summary to the person when several staff ask about the same customer
- Never makes the decision itself
What it connects to
- Ella (customer service)Bay Bistro is on hold but wants to order for tomorrow. Who decides?
- AgentHi Ella, it's Lena. Account holds are Fiona Tait's decision, she's the Credit Controller. Do you want me to pass it to her now?
- Ella (customer service)Yes please. Their order is about $640.
- AgentDone. I've sent Fiona: Bay Bistro, on hold, wants a NZD 640 order for tomorrow. Christchurch metro cut-off is 2pm, so I've told her it's needed before then.
Illustrative conversation. Names, numbers and details are made up.
Related examples
More like this one.
Stock and price lookup for wholesale sales reps
Answers sales reps on the road about stock on hand at each warehouse, incoming stock dates, pack sizes, substitutes and a customer's price tier, and sends special price requests to the sales manager.
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Answers warehouse staff and drivers who ask how something is done, such as returns, short picks, damaged stock and cold chain checks, from the written procedures, and sends anything out of range to the right manager.
Maintenance request line for restaurant and bar groups
Takes reports of broken fridges, beer lines, lights and doors from venue staff, logs each job with a photo and urgency, passes it to the facilities coordinator, and tells the venue when a tradesperson is booked.
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