Sales Quick Guide

Getting Started

Welcome Letter

You should have received a welcome letter when you first signed up with some passwords and things to do. Please reference this email for all logins. If you have not already please go download ‘invoice2go’ in the app store. Check your email for Quickbooks account creation. When all this is finished you will be able to run estimates, create invoices, take payments and get paid via direct deposit.

Sales Rep Portal

***Coming Soon***

Quoting

***New Tool Coming Soon***

Samples

You will be provided with a sample line once you have finished on boarding. If you or we cancel the contract for any reason, the samples must be returned

Suppliers

We currently have accounts with Alta Window Fashions, Norman, Draper and Mariak. We typically only use these suppliers when certain jobs come with certain specs.

Lead Times

Our inhouse lead time is currently between 4-8 days. Lead time is from when the order is submitted to when it is ready for install. Our supplier lead times vary. Please reach out for current lead times when needed - info@westwindowtreatments.com

Ordering

You will place your order through the sales rep portal. If the order is going to our supplier you will need to place it through their backend. You were provided with an alta window fashions login. All other supplier will have to be ran by us.

Installation

West Window Treatments handles installation on every sale. You will be able to see the install price through both of our supplier ordering platforms. We will call the customer the following day their product is fully built or has arrived at our shop and get them on the books for installation. The average shutter job typically takes 4 hours and all other products typically 1 ½ hours.

Payment

through Invoice 2 Go. This will provide our customers with a c

We take all major credit cards, cash, check and Venmo. Our main payment platform is lickable link to view their invoice. They will be able to make their deposits directly through this link and final payment. If they pay with cash, check, or venmo, we will still log it in Invoice 2 Go. In the welcome letter you are asked to download Invoice 2 Go in the App Store and you are sent a set up email.

Invoice 2 Go

Inoive 2 Go is our invoicing Software. You will need to put every order through this software. You will also create your estimates through this software. Invoice 2 Go allows our customers to make deposits and final payments directly through the invoice link. If a customer pays with a different method we will still log it in Invoice 2 Go.

Quick Books

Quick Books is our accounting software. This is so you can receive direct deposit payment once the sale has closed. You should’ve received an email from Quick Books asking for account information. Once that has been successfully filled out you will be able to receive payment from us.

Commission

All sales reps start at 15% of gross product sales. Gross product sales is the total invoice minus installation and service charges. Your commission will be paid the Friday following a closed sale. A closed sale is when your client makes the required down payment to start the order. If you close a sale on Friday, you will be paid the following Friday. Your base commission can go up within the premier program. Please see below for details.

Bonus

As a sales representative you have the ability to earn a bonus. Bonuses are calculated on a quarterly basis. To be eligible for a bonus, you need to hit 100K sales in the quarter. If you do not hit 100K sales in the quarter, you are not eligble to bonus and will continue to receive 15% of gross product sales. Your bonus is based on two metrics - Quality and Volume. The Quality Bonus is paid out based on your remaining OOPS Credits at the end of the quarter. Your max payout is 2% considering zero OOPS Credits were used. Your payout changes depending on the percentage of OOPS credits used. Please reference the OOPS Credits section for further OOPS Credit Details. The Volume bonus is paid out based on your gross product sales. Please see tables below for Payouts-

Volume Bonus Kicker

$250,000 +

$200,000 - $249,999

2.5%

$150,000 - $199,999

$100,000 - $149,999

1.5%

Quality Bonus Kicker

OOPS $1,000

OOPS $750.00

1.5%

OOPS $500.00

OOPS $250.00

Premier Program

You have the opportunity to be a part of the premier partner program. This program is based on your total sales from the previous year. For example, you initially start with us at 15% if within the first year you sell $500,000 you will start the second year at 17% and that will stay for the whole year. Every year you are re-evaluated for the premier partnership. If your sales fall below the minimum for the premier partner program you will go back down to 15% but if you hit the certain tiers throughout the year your increase will go into effect immediately . For Example, if you are in the platinum program at 17% and by mid year your sales are at $600,000 you will be bumped to the diamond partner and increase to 18.5% Once you get into the diamond partner program you will receive leads. Once you get into the gold program you will received leads and a company bid Vehicle Please reference the table below for pay increases and benefits-

Premier Partner Program

Platinum Partner

$400,000 - $599,999

Diamond Partner

$600,000 - $799,999

18.5%

Gold Partner

$800,000 +

OOPS Credits

Each sales rep is credited $1,000 in OOPS Credits a quarter. OOPS Credits are used to cover costs when the sales rep makes a mistake such as but not limited to - wrong measurement, wrong product ordered, miscommunication, discounts, etc. When a mistake is made the product will be reordered at suggested MSRP minus 30%. That cost will be deducted from the OOPS Credits. Once all the OOPS Credits are exhausted for the quarter the cost will be deducted from your future commission payments. For Example - You have $200 OOPS credits remaining. You unfortunately made a mistake on the measurement of a window. The MSRP of that window covering is $600. The remake is 30% off which puts the cost to $420.00. We deduct the $200 in OOPS Credits which leaves a remaining negative balance of $220.00 on the account. This will be deducted out of future commissions until the balance is paid. In the event that you have a negative balance on your account and you decide to stop selling for West Window Treatments, you will have 60 days to bring your account current. Any OOPS Credits used, Negative balances, Etc will always be accompanied by an email with the breakdown of costs.

Any questions please don’t hesitate to call us at 801-900-6255 or email us at info@westwindowtreatments.com

Thanks for your partnership!