Sage University 2021 - Small Projects

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The A to Z of the allen + roth Small Projects Program brought to you by Sage University.

SAGE UNIVERSITY

Allen & Roth Small Projects Program

ALLEN & ROTH SMALL PROJECTS PROGRAM

Program Overview  15 Of The Top Selling Allen & Roth Colors  Out Of Program & Fabricator Remnant Options  Product Only/Customer DIY Projects  Store & Home Delivery Options  Jobs Under The Typical 25 Square Foot Minimum  7-10 Day Lead Time

LEAD TIME

7 to 10 Business Day Lead Time

 This lead time begins once the order form is received by Sage & Fabricator.  Communicate any and all potential delays to Lowes & the Customer.  If material must be ordered for a Small Project, please do so when order is received.

PROGRAM COLORS

IN PROGRAM COLORS & MATERIAL

 This program contains a group of top selling Allen & Roth colors that are considered In Program colors.  It is recommended that you as the fabricator try to have a remnant supply of these colors on hand to be able to uphold the contracted lead time.

IN PROGRAM COLORS (as of 8.6.2021)

COMING SOON IN PROGRAM COLORS (as of 8.6.2021)

SINK OPTIONS

IN PROGRAM SINK OPTIONS

Rectangle Undermount Vanity Sink (White & Bisque) 100130: 2113 CERAMIC VANITY WHITE UM / 100131: 2113 CERAMIC VANITY BISQUE UM

Oval Undermount Vanity Sink (White & Bisque) 100136: 1714 CERAMIC VANITY WHITE UM / 100137: 1714 CERAMIC VANITY BISQUE UM

Interior Dimensions L x W x D = 18.5-in x 11-in x 5-in Exterior Dimensions L x W x D = 21-in x 13.375-in x 7-in

Interior Dimensions L x W x D = 15-in x 12-in x 6-in Exterior Dimensions L x W x D = 17-in x 14-in x 7.5-in

Rectangle Drop In Vanity Sink 100138: 2318 CERAMIC VANITY RECTANGLE WHITE UM Interior Dimensions L x W x D = 16.5-in x 11-in x 5.5-in Exterior Dimensions L x W x D = 23-in x 18.5-in x 8.5-in Faucet Holes – Qty 3 = 8-in spread

K-160 Undermount Stainless Steel Sink Drawn 18 Gauge Single Bowl Undermount Stainless Steel Sink Outside Dimensions L x W x D = 23.25-in x 17.75-in x 9-in

ORDERING SINKS

Vanity sinks MUST be ordered by the pallet. This ensures you always have sinks on hand and able to uphold the 7-10 days lead time.

ORDERING PALLET SINKS

 Select the needed sink(s)  Enter a qty totaling 24  This can be one type of sink or multiple.  Additional sinks can be ordered at pallet pricing once qty of 24 has been reached  Example  12. White Oval Vanity Bowls  12. Bisque Oval Vanity Bowls  3. 16G 50/50 SS Sink

ORDERING PALLET SINKS

 This option can be used to order vanity sinks for the program mixed with sinks for installed jobs as well.  Example:  10. Vanity Bowls  7. 18G 50/50 SS Sink  7. 18G 60/40 SS Sink  Ordering Pallets save money on standard kitchen sinks

How to Sell a Small Project

ORDER FORM

 Section 1 must be completed in full by the store associate  Section 2 Customer selects:  Material  Top Depth  Dimensions – always ensure a center line is indicated by the customer  Sink Type  Faucet Holes  Splashes  Edge Profile  Edge Location  Custom Options  Countertop pricing is based on  Color Selection  Price Group  Length of Top  Countertop total should be calculated with all options selected  Order forms are to be signed by the customer to ensure they approve of selections.

METIS PORTAL

 Order Forms  Item Numbers &  Training Videos and Guides Can all be found in the Document Library in Metis. All documents are updated in the portal when changes to the program are made.

HOW TO SELL AT LOWES

 Lowes associates are to use the corresponding item numbers for all associated items sold and enter them into Genesis.  There is an assigned Item number for majority of the options on the order form.  There are currently different item numbers for 2CM and 3CM areas.  If the wrong item numbers are used, the job will NOT process through into Metis.  When an item number is entered, the Description & Pricing should auto populate.

ORDERS FROM GENESIS TO METIS

Descriptions Auto Populated

Descriptions Altered

 If a store calls

 If you come across a PO worksheet showing the wrong information, advise the store they will likely have to do a refund/rebill. You can

requesting an update, but the PO is no where to be found, 9 times out of 10 something was altered on the line items when entered in Genesis.

Pricing Auto Populated

Pricing Altered

always consult with Customer Service to verify.

2CM

3CM

OUT OF PROGRAM COLORS

 Out of program colors consist of

GROUP 1 4 GRANITE 1330189 1330190 1330191 1330192 QUARTZ 1330202 1330203 1330204 1330205  Keeping your stores updated on out of program remnants is a great way to clean out your stock.  When out of program colors are selected, use the item numbers below as the COLOR item number in Genesis. 2 3  Other Allen & Roth colors not listed on the order form  Fabricators own stockpile of remnants that are not a part of Allen & Roth

DELIVERY OPTIONS

 There are currently two in program delivery options  Lowes Delivery  Home Delivery  Lowes Delivery  Countertops should be delivered to the Lowes receiving department.  Orders should not be brought through the front door but scheduled for delivery in the rear with the receiving clerk.  Tops should be signed for and inspected by the receiving clerk before it can be left at the store.  Home Delivery  If customer opts in for Home Delivery, it must be paid for, and the corresponding item number should be entered at the time of sale.  Customer must be home when delivery is made and sign the packing slip.  If Home Delivery is not purchased, but fabricator chooses to deliver direct, the packing slip must be signed by the Receiving clerk at Lowes.  Home Delivery does not mean install. These deliveries are to be dropped off with the customer outside of the home, and it is then the customers responsibility to install.  Packing slips not signed by the correct recipient will not be processed for payment by Lowes or Sage.  If multiple tops are ordered by the same customer, but split into different RO’s, each packing slip must be signed

How to Process an Order in Metis

HOW TO PROCESS AN ORDER IN METIS

 Verify all necessary item numbers are included in the order and pricing is accurate.  Verify that the information on order form (found on the attached files) matches what is on the retail order in Metis. If the information does not match, reach out to the store for correct order form, or request they do a refund rebill to correct the order. Small Projects orders can be found in the portal in the ‘VANITY ORDERS’ section.

HOW TO PROCESS AN ORDER IN METIS

 The order form must be uploaded before the job can begin fabrication.  If the order form is not saved as VANITY ORDER FORM, then the job will remain on hold until uploaded or renamed to the correct file type.  Please contact customer service if you see the file in the system but under the wrong file type.

HOW TO PROCESS AN ORDER IN METIS

 Review the Order Form for Template/Install information (not offered at this time)  Verify address with customer if Home Delivery was requested.  Under Dates, Select “Template Not Required” and Save Changes.

HOW TO PROCESS AN ORDER IN METIS

 After verifying all information is correct, “Confirm” the order.  Select “change” if the order needs to be modified.  FOLLOW UP: Notify the store associate via email and phone call that the order needs to be changed.

HOW TO PROCESS AN ORDER IN METIS

 If necessary, place material order.

DELIVERY PACKAGING

https://vimeo.com/402598870/d6aa7791b7

DELIVERY PACKAGING

 https://vimeo.com/402598870/d6aa7791b7

ITEM DESCRIPTION

SKU

QTY TO INCLUDE IN EACH BUNDLE

Small Projects 25 REG Box Small Projects 31 REG Box Small Projects 37 REG Box Small Projects 43 REG Box Small Projects 49 REG Box Small Projects 61 REG Box Small Projects 73 REG Box Small Projects Telescoping Box Small Projects 21 Box Tubes Small Projects 33 Box Tubes Small Projects 39 Box Tubes Small Projects Box Corner Pad Small Projects Box Splash Wrap

SP-25BX SP-31BX SP-37BX SP-43BX SP-49BX SP-61BX SP-73BX SP-TSPBX SP-21BXTB SP-33BXTB SP-39BXTB SP-BXCP SP-BXSW SP-BXLBL

5 5 5 5 5 5 5 5

15 15 15

175

50 52

Small Projects Box Labels

LOWES DELIVERY

 Print 2 copies of the packing slip

 One copy stays with Lowes receiving department  One copy is signed and will be used as the COC in Metis  Print 1 copy of the order form  Receiving clerk may want to verify top shape/information. Attach to Lowes copy of the packing slip

Signed/Dated by Receiving Dept.

HOME DELIVERY

 Print 2 copies of the packing slip  One copy stays with the customer as a receipt of delivery.  One copy is to be signed by customer and should be used as the COC in Metis  Print 1 copy of the order form  Customer should review the order form and packing slip to ensure they are receiving the correct top.

Signed & Dated by Customer

HOW TO PROCESS AN ORDER IN METIS

 Set scheduled delivery date once the top is fabricated and ready to be delivered.  The delivery day should be the same day each week and communicated to the store  This builds associates’ confidence in the program and your service  Lead times should not be longer than 7-10 business days unless material is needed to be ordered  Once top is delivered, enter in Delivery Date and upload the signed packing slip as COC.

WARRANTY

Sage Surfaces does not offer any warranty for the Small Projects Program. This program is based solely on the customers own measurements and selections. Inspection is key at delivery and making note of damages during inspection. If no mention is made of damages, we can only assume everything was delivered in good working condition. Ensure that tops are inspected before top leaves your facility, and that whomever takes receipt of the top inspects it thoroughly.

Tools for Success

Metis Membership

 Needed Items for Logins:  Store Number

 First & Last Name  Email Address  Employee ID Number

Future Opportunity – Gimbil App FUTURE OPPORTUNITY – GIMBIL APP

We are here to help! • Assign jobs to Measure/Templaters and Installers in the Portal • Field Team can access and manage assigned job information from the Gimbil App • Gimbil App Features: • Directions to, Call, or Message Customer • Review Items on PO, QTYs and Descriptions only • Review and Add Notes • Upload Drawings and Photos • Review and Sign COC

For More Information and to get Started Today on the Gimbil App, please contact sales@sagesurfaces.com

QUESTIONS?

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