SALES ONBOARDING-Reference Guide
This interactive
ONBOARDING TRAINING
2019 REFERENCE GUIDE (FLORIDA)
KEY CONTACTS & INFORMATION
TRANSPORTATION ROUTES
CUSTOMER SERVICE NUMBERS:
ROUTE # LOCATION 1100 Panhandle 1125 Panhandle 1150 Tallahassee 1200 Jacksonville 1225 St. Augustine/Daytona 1250 Jacksonville Shuttle 1300 Tampa 1350 Panhandle Shuttle/Gainesville 1375 Orlando Sweeper 1400 Orlando North 1425 Apopka Shuttle 1450 Orlando South 1475 Orlando Central 1500 Sarasota 1525 Punta Gorda/Venice 1550 Tampa Area 1600 West Coast Sweep 1625 West Coast Shuttle 1650 Ft. Myers 1700 Key West/Vero 1725 Melbourne/Ocala Area 1800 Naples Area 1850 Naples Shuttle 1900 Stuart/North Palm Beach 2000 Miami West 2100 Miami Downtown 2200 Miami Beach 2300 Ft. Lauderdale 2400 West Palm Beach 2500 Boca Raton/Delray/Boynton 2600 Miami North
FOR CUSTOMERS Customer.service.va@winebow.com FOR SALES CONSULTANTS Customer.service.va@winebow.com
A/R CONTACTS:
FOR DEPOSITS deposits@winebow.com
FOR PICKUPS/CREDITS pickup.requests@winebow.com
TRANSPORTATION & WAREHOUSE CON- TACTS: FOR TRANSPORTATION Transportation.FL@winebow.com FOR WAREHOUSE Warehouse.FL@winebow.com FOR DELIVERY & TRANSPORTATION ISSUES 954-543-7055
SUPPLIER SAMPLES:
CATHEY BOTTIAU 954-543-7014 Cathey.bottiau@winebow.com
ORDER LIMITS: ORDER & DELIVERY MINIMUMS: 2 cases or $200
BROKEN CASE FEES: None ORDER CUTOFF TIMES: 6pm
NEWACCOUNT SET-UP INFORMATION
ATTN: CUSTOMER SERVICE FAX 1: (800) 482-8369 | FAX 2: (804) 752-3685
NAME OF ACCOUNT: (MUST MATCH NAME ON ABC LICENSE)
ADDRESS:
CITY:
STATE:
ZIP:
(MUST MATCH ADDRESS ON ABC LICENSE)
COUNTY (MD ONLY):
PHONE NUMBER(S): OFFICE:
CEL:
*FAX NUMBER:
*EMAIL: (FAX # AND/OR EMAIL ADDRESS REQ’D FOR ACCOUNTING PURPOSES)
STATUS: :
ON PREMISE
OFF PREMISE
CONTACT NAME(S):
ABC LICENSE #:
EXPIRATION DATE:
MARYLAND - PLEASE PROVIDE SALES AND USE TAX CERTIFICATE ID#.
DC - YOU MUST PROVIDE A COPY OF YOUR LICENSE WITH THIS FORM.
DELIVERY HOURS AND INSTRUCTIONS:
PAYMENT TERMS:
COD
EFT
DC
ABC
MBJ
PREPAID
NET 30
NET
10
SALESPERSON:
***************************************************************** FOR OFFICE USE ONLY *****************************************************************
LICENSE VERIFIED BY:
DATE:
ACCOUNT #:
CREDIT APPLICATIONS / RESALE CARD
BUSINESS INFORMATION
BUSINESS NAME
CORPORATION? Y:
N:
TRADE NAME/DBA
STATE INCORPORATED:
ADDRESS 1
SOLE PROP., LLC, ETC.:
ADDRESS 2
PERMIT#:
CITY, STATE, ZIP
FEDERAL ID#:
BILLING/SHIPPING ADDRESSES (IF DIFFERENT FROM ABOVE)
ADDRESS TYPE
ADDRESS TYPE
BUSINESS NAME
BUSINESS NAME
ADDRESS 1
ADDRESS 1
ADDRESS 2
ADDRESS 2
CITY, STATE, ZIP
CITY, STATE, ZIP
CONTACT/OWNERSHIP INFORMATION
OWNER/OFFICER
TITLE
PHONE
CELL
FAX
CO-OWNER/OFFICER
TITLE
PHONE
CELL
FAX
PAYABLE CONTACT
TITLE
PHONE
CELL
FAX
BANKING/TRADE REFERENCES
BANK NAME 1
BANK NAME 2
CONTACT NAME
CONTACT NAME
ACCOUNT NUMBER
ACCOUNT NUMBER
PHONE
PHONE
TRADE REF #1
TRADE REF #2
CONTACT NAME
CONTACT NAME
ACCOUNT NUMBER
ACCOUNT NUMBER
PHONE
PHONE
ACCOUNT DEVELOPMENT SURVEY
KEY CONTACTS
NAME
NAME
NAME
PHONE
PHONE
PHONE
POSITION
POSITION
POSITION ACCOUNTS PAYABLE
BUSINESS PREFERENCES DAY OF WEEK:
COMM TYPE
APPT PREFERENCE
ACCOUNT PROFILE SERVICE:
BREAKFAST LUNCH
DINNER
LATE NIGHT
PPA:
$10
$20
$30
$40
$50
STYLE:
CASUAL
CRAFT
FAST-CASUAL UPSCALE
UNIT:
FRANCHISE
INDEPENDENT MULTI-UNIT
NAT’L CHAIN
CLIENTELE
CITY
COLLEGE
FAMILY
LOCALS
MIXED
PROFESSIONAL
RURAL
SINGLES
RETIRED
SUBURBAN TOURISTS
TRENDY
URBAN
WINE LIST
NUMBER OF BTG - WHITES AND ROSES _______ NUMBER OF BTG - REDS _______ AUSTRALIA AUSTRIA
CALIFORNIA CAVA CHAMPAGNE CHILE ARGENTINA FRANCE GERMANY
ITALY
NEW ZEALAND PROSECCO SPAIN SPARKLING OTHER __________________
BAR PROGRAM
NUMBER OF COCTAILS________ PRIMARY BROWN SPIRITS PRIMARYWHITE SPIRITS AMARI BOURBON BRANDY GIN GRAPPA IRISHWHISKEY
JAPANESE WHISKY LIQUEURS
MEZCAL RHUM / CAÇHACA RUM SCOTCHWHISKY TEQUILA
VERMOUTH
VODKA
RYE
CUISINE
AFRICAN ICAN AMERICAN ASIAN BAKERY BBQ BISTRO BRASSERIE
AMERICAN ASIAN BAKERY BBQ
BISTRO BRASSERIE BURGERS CAFE
BURG S CAFE CAFETERIA/DELI
EUROPEAN FARM-TO-FORK
ITALIAN JAPANESE
MIDDLE EAST NORTHWEST OSTERIA PACIFIC ISLAND PAN-ASIAN PASTRY PIZZA
PUB RISTORANTE SEAFOOD SOUTH AMER. SOUTHERN
SUSHI TAPAS TAQUERIA THAI TRATTORIA VIETNAMESE OTHER
CAFETERIA/DELI CALIFORNIA CENTRAL AMERICAN CHINESE CUBAN EUROPEAN FARM-TO-FORK FRENCH FUSION GOURMET HAUTE INDIAN ITALIAN JAPANESE KOREAN KOSHER LATIN MEDITERRANEAN MEXICAN MIDDLE EASTERN NORTHWEST OSTERIA PACIFIC ISLAND PAN-ASIAN PASTRY PIZZA PUB RISTORANTE SEAFOOD SOUTH AMERICAN SOUTHERN SOUTHWEST STEAKHOUSE SUSHI TAPAS TAQUERIA THAI TRATTORIA VIETNAMESE OTHER ____________________ FRENCH FUSION GOURMET KOREAN KOSHER LATIN MEDITERRANEAN MEXICAN SOUTHWEST STEAKHOUSE CALIFORNIA CNTRL AMER. CHINESE CUBAN HAUTE INDIAN
TYPE
ARENA BAR BEER TAVERN CABARET CAFE CASINO CHARITY COCKTAIL BAR COFFEE HOUSE CONCERT HALL MEMBERS ONLY CLUB COUNTER SERVICE CRAFT SPORTS DANCE LIVE MUSIC FESTIVAL FULL SERVICE HOTEL KARAOKE LOUNGE NIGHTCLUB RESTAURANT SPECIAL EVENT STADIUM TEMPORARY LICENSE WINE BAR CASINO CHA ITY MEMBERS ONLY CNTER S VICE C FT TEMP LICENSE W NE BAR
LIVE MUSI FESTIVAL FULL SERVI E HOTEL KARAOKE
LOUNGE NIGHTCLUB RESTAURANT SPECIAL EVENT STADIUM
BAR B ER T VERN CABARET CAFE
COCKTAIL BAR COFFEE HOUSE CONCERT HALL
SPORTS DANCE
WEEKLY PREPLAN
MONDAY
TUESDAY
WEDNESDAY
THURSDAY
FRIDAY
ACCOUNT 1
OBJECTIVE
RESULT/ FOLLOWUP
MONDAY
TUESDAY
WEDNESDAY
THURSDAY
FRIDAY
ACCOUNT 2
OBJECTIVE
RESULT/ FOLLOWUP
MONDAY
TUESDAY
WEDNESDAY
THURSDAY
FRIDAY
ACCOUNT 3
OBJECTIVE
RESULT/ FOLLOWUP
SUPPLIER SAMPLE REQUEST
NAME:
SUPPLIER:
TODAY’S DATE:
SAMPLE PROCUREMENT:
CONSULTANT:
ROUTE #:
NEED BY DATE:
CHARGE BACK AMOUNT:
100%
50%
0%
SAMPLE REASON:
LOCAL MARKET WORK
PR EVENT
TRADE
DONATION
TRADE EDUCATION
EDUCATION
APP
ITEM #
PRODUCT NAME
VINTAGE CASES BOTTLES
SPECIAL PRICING
SPECIAL PRICING REQUEST FORM
SUPPLIER NAME:
ACCOUNT NAME:
SUPPLIER NAME:
ACCOUNT #:
PREMISE:
PRODUCT CODE:
PRODUCT NAME:
PRICE REQUESTED:
QUANTITY ON INVOICE:
START DATE:
END DATE:
COMMENTS/REASON:
ADDITIONAL SALES TRAINING DOCUMENTS
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