Sage Surfaces TSM Training

• Designer is set up and understands how to use our portal • Accessing order forms and item numbers when needed • Walk through the order form and item numbers with designer • Create a mock order and follow steps through Genesis • Save current item numbers and order forms to desktop and update the kitchen binder • Understands program restrictions and why they’re necessary • Understands how to upload or email order form • Uploading • Explain why the order may not immediately show up in Metis • Make sure the file type is Vanity Order Form • Default is COC • Email • Scan into printer, email to store email and forward to smallprojects@sagesurfaces.com • Understands order is on hold until documents are received Store - Kitchens

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