Special Order Request

A special order is a one-time order someone waits on. A new item request is to stock it so it can be ordered anytime.

Who's submitting Step 1 of 6

Step 1

Who's submitting

This decides who reviews it.

Your name *

Your work email * We'll send the decision here.

Are you submitting this as sales or purchasing? * SalesA customer asked for this. Goes to your sales leader first. PurchasingYou want to bring this in. Goes to the purchasing approver for the category.

Step 2

Request type

This decides which questions you get next.

What kind of request is this? * Special orderOrdered one time, waited on. Every case ordered goes to the customer. We don't keep any of it in inventory to sell later. New item requestWe stock it going forward so it can be ordered anytime.

Step 3

Special order details

One-time order. 100% of the cases ordered are delivered out. We don't hold any back as stock.

Is this an inquiry or a confirmed order? * Inquiry, not confirmed yet Confirmed order

How many units? * All of it ships out. Note cases or each in the product description if it matters.

Latest date this product will be accepted *

Maximum price Price per unit. Leave blank if there isn't one.

Step 3

New item details

This is what the approver and the purchasing meeting look at.

Why is this item wanted? *Check all that apply. Item unavailable elsewhere Better quality Better price Customer specification Competitive advantage Menu innovation Other

Could this item sell to a range of customers? * Yes, broad market appeal Possibly, limited market appeal No, customer-specific item

What customer types could use this item?Optional. Check all that apply.

Fine Dining Casual Dining Hotels Country Clubs Healthcare Education Bakery Catering Retail Other

About how many cases per week? *

Is this a seasonal item? * Yes No

How long is the season? * Months or dates, for example "May through September" or "about 12 weeks."

Step 4

Customer

What type of account is this? * This decides who reviews the request. IndependentOne operator, one company. CorporateA chain or group. May span more than one company. SchoolA district, university, or school group. May span several companies. Other

Which company? * Check all that apply.

Central (1) Southeast (2) Rockies (3) South (4) Florida (6)

Is there a specific customer behind this? * YesA customer asked for it or is waiting on it. NoBringing it in for the market generally.

Account code * The customer's account code in Produce Pro.

Account name *

Customer contact Optional. Name and phone, for follow-up by purchasing.

Step 5

Product

Same questions whoever submitted it.

What department does the product fall into? * Produce and Other route to one approver, Meat and Seafood to another. Produce Meat Seafood Other

Is this item already in Produce Pro? * Yes No Not sure

What's the SKU? *

Product description * Brand, pack size, and any manufacturer item number you have.

Does it have to be this exact brand? * YesNo substitutes, it has to be this brand. NoAn equivalent brand is fine. Unsure

Which brand? *

What makes it unclear? * Tell us what you do know, so purchasing isn't guessing.

Step 6

Anything else

Last one.

Anything else we should know before we review this? Optional.

✓

Request submitted

A copy of the decision goes to the email you gave.