Demo Close Out SOP
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Transcript of Demo Close Out SOP
![Page 1: Demo Close Out SOP](https://reader031.fdocuments.in/reader031/viewer/2022021918/58a696ac1a28abbd568b55a1/html5/thumbnails/1.jpg)
Demo Close Out (SOP)
This document provides the process on how to account for demos that were not properly closed out on the WIRE. This occurs when events have been canceled, not moved to another date in the WIRE, or executed outside of the date range.
When demos are not properly closed out in the WIRE, ASM is unable to charge the client for the execution of this event and has to internally account for the cost of this event.
Notification of Incident
When this occurs in a club:
1) The Club’s Cash Office notifies Sam’s Club Corporate
2) Sam’s Club notifies the Client Services Team (typically Account Director)
3) A member of the Client Services Team (Client Services Executive) will reach out to the Club Supervisor/Acting Club Supervisor with direction on how to properly account for this demo.
Demo Close Out Process
An email notification is sent to the following recipients associated with the affected club:
Club Supervisor (CS may also be contacted via phone if necessary) District Manager Regional Manager Field Operations Coordinator/Field Operations Supervisor
The Club Supervisor/Acting Club Supervisor will complete the following tasks:
Provide a total number of items and their UPCS used for the event Collect the total cost of the used items for this event Have your comdata card loaded with the total amount used by your Field Operations
Coordinator/Field Operations Supervisor Use your comdata card to purchase the demo items Scan a copy of the receipt and send it to a member of client services team
Once the Club Supervisor has submitted the receipt to the client services team:
It will then be submitted to Sam’s Club Corporate for reference.
![Page 2: Demo Close Out SOP](https://reader031.fdocuments.in/reader031/viewer/2022021918/58a696ac1a28abbd568b55a1/html5/thumbnails/2.jpg)
Receipt Example