A Policy & Procedure Manual is a must. Many small distributors start their businesses in their home as a one-person operation. They determine what the policies and procedures are as they encounter situations. This can work okay until they grow large enough to require their first employee, either a salesperson or office person. All of a sudden, all the things the owner has stored in his or her head is needed by the new employee.

Anyone who represents your customer must know what they can or cannot do. The most effective and efficient way to communicate policies and procedures is to have them written-down before circumstances are encountered.

We have extensive experience in the operation of distributorships in the Promotional Products Industry. We have developed an affordable way to provide customized policy & procedure manuals. Our manuals cover such things as:

  • When is commission paid?
  • How is the commission split?
  • What is the commission structure on program business?
  • How are salespeople involved in collections?
  • Do you hold orders for delinquent accounts?
  • Do you charge salespeople for bad debts?
  • How are salespeople charged for samples, catalogs, trade shows, etc.?
  • Are the salespeople employees or independent contractors?
  • Do you require credit applications for new accounts?
  • Are new accounts expected to pay in advance on their first orders?
  • And much, much more.

We can help you avoid problems and expensive learning experiences before they happen.