CFI PORTAL RESOURCE GUIDE

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CFI METIS PORTAL RESOURCE GUIDE

INDEX

CFI METIS PORTAL TRAINING

Online Resources Log-in process

4 6 8

Dashboard Navigation Action Required Tab Orders Tab Payment Schedule Material Cost Stock Material Order Order Types New Order Measure/Template

10 11 12 14 15 17 18 19 20 21 26 27 31 33 33 34 35 37 39 40 41 42 43 48

Measure/Template Gimbil App

Confirm/Change Order

Custom Sku Change Order Note New PO

Material Order

Granite Quartz/Porcelain/Solid Surface Laminate Pallet Sinks

Schedule

Reschedule Scheduling on Gimbil App

Install Date Upload COC/POD Contact

WORK ORDERS

Work Orders

CFI PORTAL TRAINING SMALL PROJECTS

56 57 59 59 60 61 62 66 67 69 69 70 71 72

New Order Measure/Template Confirm/Change Order Material Order Packing Slip Schedule and Delivery Date Uploaded COC/POD New Order Order Form Confirm/Change Order Material Order Packing Slip Schedule and Delivery Date Uploaded COC/POD

CFI PORTAL TRAINING LAMINATE

IME TRAINING

IME

ONLINE RESOURCES

LOG-IN PROCESS

• Visit: http://partners.sagesurfaces.com

• Your log-in credentials will be sent to you after your training is complete.

• If you ever need your password reset or credentials resent, reach out to sales@sagesurfaces.com

FAULTLINE

DASHBOARD NAVIGATION

The pricing in your portal is your payment price & never to be discussed with the store or customer.

Customer Order Date: Drives the pricing and locks in Promos.

Order #: RO/Lowe’s PO

Project #: Sometimes

The Action Required will be in this column as a hyperlink

Cabinet install ETA (if available) will be in the Cabinets column

referenced when there are multiple orders for one job.

Customer Information

Fabricator’s scheduled dates

ACTION REQUIRED TAB

The Action Required page lists all orders that need you to take action. You can access this page by clicking either of the Action Required links on your Dashboard.

ORDERS TAB

The Orders page will show all your orders in the system. If you are looking for a Closed/Canceled Order, check the box as shown.

Vanity Orders = Small Projects

On the top right of the screen, you can search all your orders. Use the drop down menu to select what you will search by.

PAYMENT SCHEDULE

Select the Payment Schedule tab in the portal to view all in program billable items and their payment amount for each.

• Date field should be set to RO Date • Use drop-down menu to select account- Lowe’s Retail • Use drop-down menu to select Product Group

If a promo is active all pricing will be found under the designated “PROMO” type. All other line items can be found under “STANDARD”.

PAYMENT SCHEDULE

If you are assigned to stores in multiple Ad Patches, the assigned Ad Patch can be found in the Store Information section on the RO. Match the assigned Ad Patch to the Schedule from the Patches column.

MATERIAL COST

Select the Material Cost tab in the portal to view all material costs prior to placing an order or to confirm pricing on an existing material order. Note: Granite is currently not available in Material Cost, create a mock stock material order to confirm pricing.

• Date field should be set to RO Date if confirming for a job • Use drop-down menu to select Lowes Retail • User drop-down menu to select Product Line

If a promo is active all pricing will be found under the designated “Promo” type. All other material costs can be found under “Standard”.

STOCK MATERIAL ORDER

Select the Material Order tab in the portal to place a stock material order. This provides an opportunity to save on individual freight charges and to take advantage of colors that are on Promo during the order date.

• Material PO Number field is any number or name you choose to reference this order • Select Ship To Location • Order Type: Material Order

Click Add Line to open Link Order box. Select “No” to linking to an existing RO Select “Lowes Stocking” for order use

STOCK MATERIAL ORDER

1. Select Product Line 2. Search the name in Product Description 3. Select the Check Box next to the correct color 4. Enter the Quantity 5. Select Requested Ship Date, next business day to get on scheduled for soonest possible shipment 6. Select Add item

ORDER TYPES

Before determining which action to take on an order, confirm that the order type is a “Retail Order.” Retail Orders are the only orders you will take action on. If there are any Add-On orders related to your Retail Order, they will be listed by “Related Retail Orders.” If this is the case, when you create a change order, all line items listed on the Add-On order(s) will need to be added to the Retail Order. You will not take any action on the Add-On order(s).

NEW ORDER

You will receive an email notification from noreply@sagesurfaces.com of your new Retail Order. Please login to the Metis Portal and search this job by the customer’s name to take action.

MEASURE/TEMPLATE

Contact your customer within 48 business hours of receiving an order. The date you make your first attempt at contact will go in this field. Save Changes. Ready to Measure/Template Date is the date that your customer will be ready to have a template completed. This could be pushed out due to completing other projects. Save Changes. Enter Template Date is the field for the scheduled template. Save Changes.

If you are not able to reach the customer, or the customer is not ready for template, please explain this in the Add Retail Order Note of the order. Best practice: click Email Note and select the sales associate’s email address to notify.

MEASURE/TEMPLATE – Gimbil App

Once the Enter Template Date has been scheduled, drop down and select the assigned Templater to this job. Save Changes. This job will show on that Templater’s Gimbil App.

After template has been completed, a Post-Template Drawing will need to be uploaded on each retail order. Be sure to take action on Retail Orders and not Add-Ons. CONFIRM

To upload your Post-Template Drawing, first click “File Attachment”

Confirm the File Type is set to Post Template Drawing, browse for your file and click “Upload”

CONFIRM – Confirm/Change

If any changes need to be made to the order, click the Change button as shown. This is also where you will combine add-on orders. Once a change order is submitted the store will be alerted to collect any remaining balances due.

If the order requires no changes, click the Confirm button as shown. This confirms that all items and quantities match the post-template results on the order as it was rung in at the store.

The portal will automatically show the line items purchased on the change order, you can adjust the quantities or Add/Delete lines, as necessary. Make sure to add in any line items from the Add-On PO if it exists. CONFIRM – Change Order

Any additional items can be added by clicking the Add Line button. Search a keyword in the Product Description space, enter quantity, and click Add Item to add to your change order.

CONFIRM – Change Order

All items listed on the Add-On PO(s) must be added to the Retail Order that the change order is being created on. Important : if these items are not added to the Change Order Request, it will result in short payment from Lowe’s.

Linked Add-On PO

CONFIRM – Change Order

Click “Add Line” on the Retail Order to search and select the items from the Add-On PO(s) Note: Your change order is telling the associate exactly what the customer needs to be charged for their final job. The change order should include all line items and quantities that are required to complete the job.

Items on Add-On PO

Add-On PO items added to the Retail Order change order request

CUSTOM SKU

If you need to charge for an item that does not have a SKU (custom work), search “custom” in the Product Description and select the Custom Option SKU. When the line item is selected, the Description will allow you to specify what the custom charge is for. Enter the dollar amount you need to be paid in the Quantity. The portal does not accept decimals, always round up.

CONFIRM – Change Order Note

If items are removed or added to the job from the original RO, it is important to include a change order note to explain these changes.

CONFIRM – Change Order

The pricing shown in your portal is the price that you will be paid. Confirm the quantities and dollar amounts. If all are correct, click the Submit Change button to alert the store a change order has been input.

The pricing in the portal is your price, not Lowe's cost or Retail.

CONFIRM – Change Order

After the Change Order has been submitted, the order will go on HOLD status.

If additional changes are needed after the initial Change Order was submitted, click Edit Change Order Request.

To see the changes you submitted, click on View Changes

CONFIRM – Change Order – Lowe’s Form

To view the Change Order Request form that is sent over to Lowe’s, click on File Attachment – Post Template Details file.

EXT Cost – original Lowe’s cost EXT Cost - change order Lowe’s cost EXT Retail - change order Customer’s cost

Example of Add Change Order

Note on the Lowe’s Form

CONFIRM – New PO

You will receive an email notification of a new Retail Order for the job that is on HOLD for Change Order Request. Search the job in the Metis Portal by the customer’s name.

CONFIRM – New PO

Lowe’s will submit an Add -On PO that is the difference of what has already been paid and the total amount on the change order request OR Lowe’s will submit a New PO for the total amount on the change order request and refund the original PO(s).

When you search the customer’s name after receiving a new PO and the PO you submitted the change order on is still on Hold st atus, that means Lowe’s submitted an Add-On PO . Review the new PO amount and confirm it’s paying correctly. Open the PO on Hold and click Cancel Change Order Request to remove the hold, then click Confirm to move forward.

When you search the customer’s name after receiving a new PO and the PO you submitted the change order on is Canceled status , that means Lowe’s submitted a Refund/Rebill . Review the new PO amount and confirm it’s paying correctly. Open the new PO and click Confirm to move forward.

Fill out the Material PO Number (this can be any number or name you prefer to reference), Ship To Location (if you have more than one), and Requested Ship Date (recommended to select next business day for soonest shipment) MATERIAL ORDER – Granite

The material items listed on the Retail Order will automatically populate. You can add more material by clicking on Add Line or remove material by clicking on Delete Line. Enter the SQFT in Qty needed to complete the job.

After all material has been added and Qty entered, click Repricing before you click Submit Order to adjust to the current material cost. If material cost is incorrect, Submit Order and provide the MO# to customerservice@sagesurfaces.com to adjust.

Add Material Order Note if customer selected their material or if you need to communicate to the distributor the number of slabs needed for the job. Then Submit Order.

MATERIAL ORDER – Quartz/Porcelain/Solid Surface

Add Material Order Note if you need to communicate to the distributor any specifics regarding the material order.

MATERIAL ORDER – Laminate Tops

Postform material will be ordered through the Metis Portal, Custom material will be ordered directly from your supplier. Fill out the Material PO Number (this can be any number or name you prefer to reference), Ship To Location (if you have more than one), and Requested Ship Date (recommended to select next business day for soonest shipment)

Click Add Line and type the color name in Product Description (less is more), click Search. Check the box next to the correct color, drop down and select Edge, Depth, Length, Miter, Backer, and Substrate. Click Add Item once all selections are made for the top.

MATERIAL ORDER – Laminate Accessories

After the top has been added, type in Product Description whether you need “cap” or “splash”. Click Search then check the box next to each accessory item needed for the job. Click Add item. The accessories will automatically match the color that was selected for the top on the same Material Order.

MATERIAL ORDER – Pallet Sinks

Click on Material Order tab. Fill out the Material PO Number (this can be any number or name you prefer to reference), Ship To Location (if you have more than one), and Requested Ship Date (recommended to select next business day for soonest shipment)

Click Add Line

Link Order window will pop up. Select “No” to link order, and “Lowes Stocking”.

MATERIAL ORDER – Pallet Sinks

In Edit Form, change the Product Line to “Pallet Sinks” and click Search. Choose the sink with – Nested to meet the minimum of 24 quantity. You can select up to 2 different model sinks nested at 12 qty each or one model sink nested at 24 qty. With each pallet (24 qty), you can order up to 7 boxed sinks.

Example pallet orders:

Example pallet order with boxed:

(Order 1) 24 qty: K5050-PLT

12 qty: K4060-PLT 12 qty: K5050-PLT 3 qty: K7030-PLTB 3 qty: K6040-PLTB 1: qty: K3070-PLTB

(Order 2) 12 qty: K5050-PLT 12 qty: K4060-PLT

SCHEDULE

When you are ready to schedule install, call the customer and enter the Scheduled Install Date in the field shown below.

If you are not able to reach the customer, or the customer is not ready for install, please explain this in the Add Retail Order Note of the order. Best practice: click Email Note and select the sales associate’s email address to notify

SCHEDULE - Reschedule

To reschedule an install date, click back on the SCHEDULE stage, drop down and select the new date then drop down and select a Reschedule Reason. Save Changes. Important: the new install date must be confirmed with the customer prior to rescheduling.

SCHEDULE – Gimbil App

Once the Install Date has been scheduled, drop down and select the assigned Installer to this job. Save Changes. This job will show on that Installer’s Gimbil App.

INSTALL DATE

Once an install is completed, you will input your Actual Install Date as shown. This date can be back dated and should only be input after the job is installed and COC is signed.

The customer’s COC is attached in the job email notification (example shown on “NEW ORDER” page) or can be located on the last page of the job contract in File Attachment. Each COC will have the Order # as well as the customer’s name. This is the COC that will need to be signed at the time of install. UPLOAD COC/POD

Fabricator date and sign in these fields.

Customer date and sign in these fields.

UPLOAD COC/POD

Once the COC has been signed, you will upload it along with your invoice to the portal to be processed for payment. These documents can be uploaded by clicking on “File Attachment” or “Upload COC/Invoice.”

UPLOAD COC/POD

When uploading the required documents, be sure to set the File Type to the appropriate option. Both COC and Invoice is required for payment to be issued.

UPLOAD COC/POD – Invoice

Material costs will be deducted from the order total automatically. You will invoice for the Labor Costs. These numbers can be found under the Upload COC/POD tab in each order under “Invoice”

UPLOAD COC/POD

When both documents have been uploaded, click “Submit Files.” This is what sends the job over to Customer Service to be processed for invoicing.

CONTACT

If you have any questions regarding the Metis Portal, please reach out to sales@sagesurfaces.com.

Work Orders

WORK ORDERS

WHAT IS A WORK ORDER?

• A Work Order is a follow up to a completed/installed countertop.

• All Work Orders must be processed and documented as a Work Order, not under the original RO. • The assigned fabricator will contact the customer to discuss the reason the Work Order was issued by Lowe’s. • The assigned fabricator will schedule a visit to the job site to review and discuss the next steps or resolution for the Work Order. • Upon completion, the fabricator will have the customer sign the WOC (Work Order Completion) document and upload the signed WOC to the documents folder on the Work Order.

WORK ORDERS

To view and take action on Work Orders, select the Orders tab at the top of the screen and then open the Work Orders options.

WORK ORDERS

Input dates as contacts are made with the customer. Be sure to not put a date in Work Complete field until you have the WOC signed are ready process this Work Order as completed.

When the Work Order is open you will see the description of what is needed to be completed in the area shown above.

WORK ORDERS

Click Print WO. This is the WOC document that will need to be signed by the customer at completion.

Fabrication Team Signature

Customer’s Signature

WORK ORDERS

When the Work Order has been completed and the signed WOC obtained, upload the documentation and photos of the completed job to File Attachment.

CFI METIS PORTAL TRAINING SMALL PROJECTS

NEW ORDER – Small Projects

You will receive an email notification form noreply@sagesurfaces.com of your new Vanity Order. Please login to the Metis Portal and search this job by the customer’s name to take action.

MEASURE/TEMPLATE – Order Form – Small Projects

Review the Vanity Order Form by clicking on the hyperlink shown below or File Attachment. Make sure that all items and quantities sold on Order Form. If there is a discrepancy, contact the Lowe’s associate to confirm and if the Order Form is incorrect, Lowe’s will need to submit a new Order Form to proceed with the job. Verify address with customer if Home Delivery was selected. the PO match the information on the

MEASURE/TEMPLATE – Small Projects

Measure/Template is not available for the Small Projects program. In this stage, check the box next to Template Not Required then Save Changes.

CONFIRM AND MATERIAL ORDER - Small Projects

Confirm/Change Order: Reference pages 21-30 Material Order: Reference pages 33-38

PACKING SLIP – Small Projects

Select either Home Delivery or Store Delivery then click Print Packing Slip. Important: Each PO for the job has its own Packing Slip, please print (2) Packing Slips for each PO and 1 copy of the Order Form. One copy of the Packing Slip will be signed by the receiver at Lowe’s and the other copy and Order Form will be left with the delivery. The signed copy is your Proof of Delivery (POD), which will be uploaded to the job in the Metis Portal.

SCHEDULE and DELIVERY DATE – Small Projects

When you have an estimated delivery date, enter the Scheduled Delivery Date in the field shown below. This date should be communicated to the store. Lead times should not be longer than 7-10 business days unless material is needed to be ordered.

After delivery, enter the actual Delivery Date in the field shown below. This date can be back dated and should only be input after the top has been delivered and Packing Slip is signed.

UPLOAD COC/POD – Small Projects

You will upload the signed Packing Slip and your invoice in the portal to be processed for payment. These documents can be uploaded by clicking on “File Attachment” or “Upload COC/Invoice.”

UPLOAD COC/POD – Small Projects

Example of a signed Packing Slip to upload as “POD”.

UPLOAD COC/POD – Small Projects

Upload COC/POD – Invoice and Submit: Reference pages 43-47

CFI METIS PORTAL TRAINING LAMINATE

NEW ORDER – Laminate Product Only

You will receive an email notification form noreply@sagesurfaces.com of your new Laminate Order. Please login to the Metis Portal and search this job by the customer’s name to take action.

Order Form – Laminate Product Only

Referenced on page 33 of the Laminate Flipbook. There are four Order Forms for Laminate Product Only jobs (Postform Quick, Postform Standard, Custom Quick, Custom Standard), the Lowe’s associate must select the appropriate one for the job and completely fill out all selections, dimensions, calculations, and customer’s signature. Every Laminate Product Only job requires the appropriate Order Form to be completed and attached. You may find that some associates attach drawings in addition to the Order Form, this is also acceptable.

Order Form – Laminate Product Only

Review the Order Form by clicking File Attachment. Make sure that all items and quantities sold on the PO match the information on the Order Form. If there is a discrepancy, contact the Lowe’s associate to confirm and if the Order Form is incorrect, Lowe’s will need to su bmit a new Order Form to proceed with the job. Verify address with customer if Home Delivery was selected.

CONFIRM AND MATERIAL ORDER – Laminate Product Only

Note: if the job was sold as Postform and should be Custom, a change order is required to show Custom line SKUs

Confirm/Change Order: Reference pages 21-25 Material Order: Reference pages 33-38

PACKING SLIP – Laminate Product Only

SCHEDULE and DELIVERY DATE – Laminate Product Only

After delivery, enter the actual Delivery Date in the field shown below. This date can be back dated and should only be input after the top has been delivered and Packing Slip is signed.

UPLOAD COC/POD – Laminate Product Only

You will upload the signed Packing Slip and your invoice in the portal to be processed for payment. These documents can be uploaded by clicking on “File Attachment” or “Upload COC/Invoice.”

UPLOAD COC/POD – Laminate Product Only

Example of a signed Packing Slip to upload as “POD”.

UPLOAD COC/POD – Laminate Product Only

Upload COC/POD – Invoice and Submit: Reference pages 43-47

IME

IME Programs

MIC Management Information Center is the system the Lowe’s teams use to manage all IME orders.

My Projects IME customers will create a profile in “My Projects.” This is where they will make all payments and accept any change orders that are submitted.

IME/Metis Systems

The IME program is ideal for customers who are looking to design and manage their countertop project without guidance from a Lowe’s designer.

Order Process

If tear out is needed the customer will be prompted to input the material to be removed.

Customer samples can be purchased at Lowes.com.

The customer can make material specifications to assist in selecting their material choices .

An instructional video is available for customers to view for assistance in getting the most accurate measurements for their project.

Total square footage is calculated based on the measurements input by the customer.

Order Process

Customer Initial Email

After a customer has input all measurements and design decisions, they will receive an email with instructions on how to proceed. .

They will view the estimate and pay their deposit digitally.

Once the deposit has been paid the order will be processed and approved in Metis by Customer Service and then released into the CFI portal.

This email also mentions that cancelation after template will be refunded less the template fee.

CFI New Order Notification

When an IME order is approved by Sage Customer Service you will receive an email from noreply@sagesurfaces.com.

This email will include the customer’s contact information and all line items the customer has selected for their project.

Please be sure to contact your customer within 48 business hours and update your portal with dates and notes!

CFI Change Order

• Round the square footage to the nearest whole measurement, decimals will not be recognized.

• Duplicate line items cannot be entered on change orders for IME orders.

• If you typically have a line item with material for the tops and an additional line for the backsplash material, you will need to combine the amounts to be totaled onto one line item. • After a change order is submitted it will go on hold. The order will remain on hold until changes have been accepted by the customer. • After a template has been completed, a change order must be input on all IME orders!

CFI Change Order

• Post Template Drawings and change orders are required on all IME orders.

• You may receive a reminder email if a drawing has not been submitted after templating was completed.

Customer Change Order Notification

When a change order has been submitted customers will receive an email prompting them to log into their My Projects account to review and accept the submitted change order. .

Currently, Post Template Drawings are not visible to the customer. Best Pract ice is to send the customer a copy of the post template drawing to help them understand any changes to their order.

Change Order Accepted Notification

• After the customer accepts the change order, an automated email will be sent to the CFI. This email will say “Change Order Accepted.” The order has been accepted by the customer and material can now be ordered and fabrication can begin. Please note: IME change orders can be adjusted by Lowe’s associates. It is best practice to double check all line items to confirm any changes that may have been made after CFI submission. •

COC Submission

An unsigned, job specific Certificate of Completion (COC) will be sent to you when the order is received. This is the only COC that will be accepted for payment. It’s important to note that IME COCs have a QR code, this must be visible on the signed document.

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