Supplier Content Marketing Finance & Commercial Financial manager

Receive new
supplier invoice
Electronic
invoice
Yes
No
Print invoice

Highlight the
Important details

Cross-check with
data in FUSION
Identical
No Yes

Contact the
supplier
Correct price
Yes In Fusion
No

Correct data
in FUSION

Check the supplier

Send new Discard
importance
invoice invoice
Select appropriate
bank account
Enough liquidity
Yes
No

Ask head for transfer

Transfer the right amount

Pay the supplier

File the invoice

Supplier invoices
 Finance & Commercial

Print list of company

contact’s name from SAGE

Check for new order(s) by

these buyers in FUSION
Order to invoice
All contacts
Yes No checked

Create new invoice No

Yes
on FUSION

Open a previous
invoice file (.doc)

Change the file content

to match the order
Electronic or paper invoice?

Paper Electronic
Both

Print in duplicate Send invoice by email Send invoice by email

Send a copy to the Print in duplicate Print one copy

customer (mail)
Send a copy to the
customer (mail)

Update SAGE

File GM copy

If payment didn’t work

Sales team is responsible Customer invoices
 Bank statement copy

Finance & Commercial Sales

Check a Bank statement

New transaction
No
Yes
Compare amount on
Bank statement and FUSION
Correct
Order states
unpaid Yes No
Debit
No Yes Yes No

Update FUSION Contact Insert note

Bank and/or in FUSION
supplier

Update SAGE Contact

customer
Copy statement info
on dedicated excel sheet
refund

Sales Finance & Commercial

Check the ‘Refund’ folder

Refund waiting
Data are Yes
complete No
No Yes

Contact customer

Complete Select appropriate

refund paper Bank account

Make the refund

SAGE is not updated
until the refund
appears on the File the
bank statement refund paper
 Sales

Check the tasks on FUSION

Voucher to do
Yes
No
Email voucher USB Gift box

Send email
Standard
voucher Delete key’s content Managing
with FUSION
Print on special
Copy .ZIP on the key
voucher
paper (recto)
with FUSION

Print on special
Extract .ZIP on the key
paper (verso)

Copy/paste content from

Fold the voucher
the server on the USB key

Put voucher + Golden

Check the presentation
Moments card in a folder

Delete .ZIP
Put the folder
in an envelope
Hide all files but .exe

Put key + Golden

Moments card in box
See ‘Preparing
mails’ process
Prepare the parcel
 Sales

Check the tasks on FUSION

Voucher to do
Yes
No
Email voucher USB Gift box

Send email
Standard
voucher Delete key’s content Managing
with FUSION
Print on special
Copy .ZIP on the key
voucher
paper (recto)
with FUSION

Print on special
Extract .ZIP on the key
paper (verso)

Copy/paste content from

Fold the voucher
the server on the USB key

Put voucher + Golden

Check the presentation
Moments card in a folder

Delete .ZIP
Put the folder
in an envelope
Hide all files but .exe

Put key + Golden

Moments card in box

Prepare the parcel

Frank the mail

Prepare address sticker using existing file

Stick address on envelope

Recipient in UK
No Yes

Put mail in white bag Put mail in red bag

Update white board

Signal task is completed on FUSION

Customer Sales
Managing
Redemption v1
Check the tasks
on FUSION
Redemption to do
Yes
No

Check order

No Enough information
Yes
Contact customer
for information

Answer

Booking dates
Complete order form Instant redemption

Booking
with other info
Check supplier

Yes Specific instructions

No
Follow booking
instructions

Send ‘Email
customer confirmation’

Send ‘Email
Purchase order for supplier’

Fill in booking information

Signal task is
completed on Fusion
 Sales Sales

Check the tasks

on FUSION
Redemption to do
Yes
No

Check order’s data

No Enough information

Yes
Ask customer
Answer

Complete order form

Specific
instructions Yes
No
Customer must Follow
No instructions
contact supplier
Yes
Finalise order with supplier
Possible
Yes
No
Change demand
to match

Update FUSION

Send ‘Activation letter’

to customer

Send ‘Purchase order

confirmation’ to supplier

Fill in booking information

Signal task is
completed on Fusion

Managing
Redemption v2
Customer Sales Finance & Commercial Sales manager

Complete
form online

Receive excel file

with order data

Create new order

on FUSION

Copy data from excel

manually on FUSION
New customer
Yes
No
Create new customer
account on FUSION
and ACT!

Create new customer

Confirm new
account on SAGE
order

Sign account
creation form

Fold form

Managing corporate customer order

 Customer Sales Marketing Content

Signal problem with

a redemption
Problem known

Contact supplier

Update website content

Ask Content team
to change website

Propose to choose
a new product

Choose
new product

Copy customer data

(word, notepad, paper…)

Reactivate voucher

Create new order

Pay new order with voucher

Send email to himself

Cover the new price

Send email with Send email with

new order new order
information and information
payment methods

Pay the difference

Yes
No
 Customer Sales team member Sales team manager

Express will to create

a partnership

Forward to the form

on the website

Fill in form
Fill in form on the account creation + incentive application
website

Receive form by
email

Send form
Problem known
account creation &
incentive application

Fill in and sign

the documents

Receive form
account creation + incentive application

Create account ACT! And FUSION

Create account SAGE

Sign form to validate creation account

Carry out follow up with the contact

 Customer Sales team member Finance & Commercial

Ask for a refund

Transfer the demand

Does the manager valid the refund?

Yes No

Fill in refund form Inform customer that

the refund is refused
Send refund
form by email

Sign refund form

Print refund form

File form into

Refund folder