View source for Bolt Film Solutions

=Creating New Orders=

As soon as a new order comes in through the email you will create a new order using the Create a New BFS Order macro. Press Command + Shift + R and select the macro. This will create a new order in rentalworks that can then be picked.

All orders will be packaged as they are displayed in front of the bolt film solutions shelf. This is including Amazon and BoltFilmSolutions.com orders


=Direct Orders=
These are orders we recieve direct to us from Squarespace. 

We will use pirateship for all orders.

===Squarespace===

* '''Run the Create New BFS Order macro'''
There is a drop down window option for squarespace, check to see if it is california sales or not.

*'''Pack up the order'''
Direct orders do not need to be polybagged

* '''Purchase shipping label'''
Login to [https://www.squarespace.com/ Squarespace] and navigate to the orders section.

* '''Click Website'''
* '''Click Products and Services > Orders'''
Find the matching order Sign into pirateship and purchase a shipping label using the adress from the squarespace order. Look Carefully as the billing address may not be the shipping address. 

* '''Create the invoice in Rentalworks'''
Go to the order and hit the hamburger menu and select check-out. 

Stage all the items and Create contract.

Go to billing and hit create invoice, hit search.

Find the order and confirm the billing ammount is correct. 

Hit the hamburger menu and select approve


* '''Click "Mark as Fulfilled" in the bottom right'''
* '''Enter in the tracking info for the order you just packed from pirateship and send''' 

Look at the status. This will show you all pending orders. If someone has worked on this order previously or if you have begun to work on an order, but cannot fulfill it, write your last status here.

===Refunding Squarespace Orders===

To refund an order go to the selling tab 

find the order 

click the 3 dots in the top right 

select refund order

=Wholesale=

* Respond with the PO Received Email Template

* Run the "Create New BFS Order" macro and select the correct vendor 

==B&H==
*Match rentalworks invoice price to PO price 
===Packaging===
You will use as many of the 16x12x8 boxes as needed to fufill the order. 

* Buy Shipping from PirateShip. Use the Saved BH Address. 

====Create Packing List and Cartons on CBX====
* Login to [https://bhphoto.cbxcloud.com/ CBX vendor portal] using the credentials from LastPass
* Go to the order tab and click on the correct PO number
* Select Create packing list in the toolbar on the top
* Click Add Button
* Add all the items in that box into that Carton. If there are multiple boxes, you will have to create multiple cartons, one for each box.
* If multiple boxes are needed for 1 item like a cart select pack method in the top right and select split pack 
* Click Finalize when ready in the top toolbar.
* Click Create ASN in the toolbar at the top
* Select the carrier code - this will be the carrier you used to ship the package.
* Under the Pack Details, Click the Plus Sign, then add a tracking number for each carton.
* Click Save in the top left
* Click Send

====Create Invoice in Rentalworks====
* Check out the items in Rentalworks
* Go to Billing > Billing, Search for the BH Invoice and create/approve it.

====Input Invoice in CBX====
* Select Create invoice in the top left
* Enter in invoice number twice in the appropriate fields.
* Click the box that agrees to the payment terms
* Enter in the final invoice amount
* Hit send

==Grip Support Store==
The Grip Support store will send us emails with a purchase order. 

* '''Run the Create New BFS Order macro'''
Select grip support store as the vendor. Follow the instructions the macro provides.

* '''Make sure the billed amount matches the PO '''

*'''Pack up the order'''

Grip support soes not need any speacial packaging, no not use USPS Mailers 

*'''Find Shipping Address'''
Navigate to the Rentalworks order and find the Purchase Order (PO) Number. Open Spark/your email and search for the Grip Support email with the matching PO Number. Make sure to use the Shipping Address and not the Billing Address for the shipping label.

* '''Purchase shipping label'''
Sign into UPS and create a new shipment. Do not use USPS for Grip Support as we use their shipping account to pay for this. Put in all details for the "my package". Uncheck extra references and signature boxes. After choosing the cheapest option search "Grip Support Shipping Account ID" in our Lastpass and select third party account and use this number. Zip code is also in this note in lastpass.

* '''Schedule a pickup from UPS through their website.'''

* '''Create the invoice in Rentalworks'''
Go to the order and hit the hamburger menu and select check-out. 
Stage all the items and Create contract. 
Go to billing and hit create invoice. Hit search
Find the order and check it and hit the hamburger menu and select approve.

* '''Find the PO in the email and respond with the PO Received Email and enter the Tracking Number'''

If there is a responsible person present who can log you into stripe, do the following. If not, make a card in trello with the PO and the amount. 

* '''Open stripe and charge the card on file''' 
Set the description to the rentalworks invoice number. Stripe will send them a receipt.

See this article on how to use Stripe. [[Charging Credit Card]]

==Pancake Lighting==
The Grip Support store will send us emails with order request (figure out if he does purchase orders). 

* '''Run the Create New BFS Order macro'''
Select Pancake Lighitng as the vendor. Follow the instructions the macro provides.

* '''Make sure the billed amount matches the PO (Verify POs from them) '''

*'''Pack up the order'''
Orders for Pancake are packed for resale 

* '''Request shipping label'''
Send them the dimensions for the packaging and they will send over a shipping label. 

* '''Create the invoice in Rentalworks'''
Go to the order and hit the hamburger menu and select check-out. 
Stage all the items and Create contract. 
Go to billing and hit create invoice. Hit search
Find the order and check it and hit the hamburger menu and select approve.

* '''Open stripe and charge the card on file''' 
Set the description to the rentalworks invoice number. Stripe will send them a receipt.

See this article on how to use Stripe. [[Charging Credit Card]]


==Film Tools==

===Packaging===
* You will use as many of the 16x12x8 boxes as needed to fufill the order. 

* You will follow the polyboagging process for all filmtools orders.

* Print the Purchase order and include it in the box.

* '''Purchase shipping label'''
Use UPS and find the shipping number in our Lastpass so that they will pay for it. 

* '''Schedule a pickup from UPS through their website.'''

* '''Open Rentalworks, create a new order.'''

* '''Add in the items'''
Match rentalworks invoice price to PO price 

Set invoice to due on receipt. Make sure you reference PO number. Do not add shipping costs to this. 

* '''Create the Invoice and send''' 

Tracking goes to purchasing@filmtools.com

Invoices go to accountspayable@filmtools.com

=Packing Goods=


'''Milk Crate Dividers'''

All the milk crate dividers will receive a Bolt Film Solutions logo sticker centered along the lower spine as pictured to the right. 

[https://youtu.be/k3tJHcCT_pI Video showing how to pack up dividers ]

[[File:Screen Shot 2020-05-19 at 11.24.35 AM.png|200px|thumb|right|Extra full and half with branding]]

'''Label Covers'''

All Label Covers will go into a 6" clear poly tubing after they have been drilled out with 2x self tapping screws and 2 washers 

'''OPEN POLYBAG B&H ORDERS AND FILMTOOLS''' 

==Boxing up Goods==
We have padded envelopes two different sized boxes. If you use a flat rate envelope, you must purchase flat rate shipping.

The only thing that will not fit in the flat rate envelopes are the extra-long milk crate dividers, the liners, and bigger orders. For those orders use the long flat shipping boxes.

Include coupon for 15% off

Once packed, fill with brown craft paper to reduce items from shaking around.

== Local Pickups==

If a customer selects local pick up do the following:

* Make the order and attach stickers 
* Once order is made mark fulfilled in the Squarespace backend 
* Once the order is marked fulfilled and is ready to be picked up send the customer an email with pick up instructions and store hours. 

==Making Shipping Label==

* Go to Pirateship.com
* Login to our account using credentials in Lastpass
* Click Create a Single Label
* Use the address you have in the platform you are shipping from.
* For any orders exceeding 150 dollars, use signature required.
* Look on the box to find out the measurements, it should be printed on the box. If not, use a measuring tape and measure size of box. Input into PirateShip.
* Weigh the box using the scale at the divider shelf. Input this. 
* Click Get Rates
* Click Buy Label
* Click Print Label
* Press small print button in top right of dialogue
* Change destination to Sticker Printer
* Change Paper Size to 4x6
* Stick this onto the package

If you are shipping two items that are part of the same package, make sure they are going on the same carrier.

==Scheduling a Pick-up==
If you are shipping with USPS and the box is under 2 pounds, no pickup schedule is needed. If it is UPS, you must always schedule a pickup.

* Go to [http://www.pirateship.com PirateShip]
* Click Schedule Pickup
* Request pickup for whichever carrier.
* Type in the details.

=Wholesale Policies=

[https://docs.google.com/document/d/1sb3l2P5m0zQoAFyzChOtXZRUAuU_YkmtjUWno4p2CvA/edit link to milk crate divider line sheet]

=Setting Up New Vendors=

* '''Get new vendor paperwork from client'''
Start a new folder in the google drive under Bolt Film Solutions and name it the new client name
https://drive.google.com/drive/folders/1zF4C_0PeEyBwN7tQ0ZCiwSsNPxTVpmqA

We require: 

* Tax Exempt certificate for whatever state they operate from
* Credit Card authoirization form
* Shipping account information
Create a new note in lastpass for the clients shipping info 

*''' Set up client as a new vendor in the macro'''

Create new BFS order > add client to end of vendor list

If vendor requires purchase order numbers you can add that to the specific section in the macro for POs. 

* '''Add Payment Info to stripe'''

Click on customers on the left side > Add customer in the right hand side

Add in name and email and address > Add customer 

Click on the customer you just added > Add payment method > Add credit card info in 

* '''Add any specific package requiremts to the vendor section in this article'''

=International Shipping=

If someone asks to do international shipping, let them know their best bet is to purchase off of filmtools.com

=Discounts available=

*BULK15 15% off order 250 or more
*ED10 10% off for education workers 
*wholesale <75 37% discount on wholesale orders under 75 units 
*wholesale>75 50% discount on wholesale orders over 75 units


=Product Dimensions=
* '''Full Milk Crate'''
11 5/8in X 6 1/2in X 1/4in

* '''Half Milk Crate'''
11 5/8in X 4 5/8in X 1/4in

* '''Extra Large Full'''
11 3/4in X 8 3/4in X 1/4in

* '''Long Full'''
17 5/8th X 6 1/2in X 1/4in

* '''Milk Crate Liner'''
17 5/8in X 11 1/2in X 1/8in

[[category:Bolt Film Solutions]]