Buy LeaseCo Home Station

Buy LeaseCo Home Station
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Storyboard Description

Flow of the home charge buying journey

Storyboard Text

  • installer.chargepoint.com
  •   Job ID  Name    Address     Phone       Install Date      Package      Status    
  • ChargePoint Home Installation Jobs Review and update your progress for each job below.
  • Order
  • Order
  • installer.chargepoint.com
  • Job ID                                       Requested Ship Date                                                                        (Allow 2 weeks for delivery)      Customer Name                     Confirm Ship To Address Product Detail LeaseCo & Entity                                                   
  • Place Order for ChargePoint Home Station
  • Cancel
  • Place Order
  • installer.chargepoint.com
  •   JobID  Name    Address     Phone       Install Date      Package      Status    
  • ChargePoint Home Installation Jobs Review and update your progress for each job below.
  • Completed
  • Track
  • Order
  • Installer to click "Order" button when ready to place order for home station   
  • installer.chargepoint.com
  • Job ID                                Requested Ship Date Product Detail                  Shipping Status                                                                  (Processing, Shipped) Customer Name                 Ship Date LeaseCo & Entity Ship To Address              Tracking # 
  • Order Status and Tracking
  • Installer selects the product, selects requested ship date, validates ship to address (installer address) and clicks "Place Order" Note: Cannot pick a shipping date in the past.  
  • NetSuite
  • LeaseCo Customer Record Customer:  ALD Gmbh Sales Orders: Employer: Paulaner Brauerel Gruppe GmbH Job Id: 12345 Requested Ship Date Package: Premier  1000 EUR Product Information for Fulfillment
  • Once the order is placed, the button changes to "Track" to see the status of the order
  • Installer views the order status and can see the tracking # once the product ships.  
  • Once order is placed, a Sales Order is created in NS against the LeaseCo.  The bill to is the LeaseCo and the Ship To is the Installer.   Fullfillment will take place as usual. Invoicing will need to hold off until Month end.
  • Open Question:  How do we ensure invoices to LeaseCo do not go out per SO, but instead once a month. Reconciliation of Invoice against what jobs has been shipped. Suggestion from Tyler: Close the SO after shipped so that it does not Invoice and does not stay open forever. He can do a join from grouped invoice to each indiv Transaction that will tie it up.
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