Internal Insertion Order Form - Sales Support General Questions

Internal Insertion Order

Let Us Have It!

Form for the Sales Team to initiate a new customer order.

Juice Sales Person Name(Required)

The name of the Juice salesperson who is placing this order

Account Category(Required)

The type of account

Account Information

Compliance Issues to Resolve?(Required)

State to Align Standards(Required)

Rostering Method(Required)

Primary User to Begin Setup Process(Required)

First Last

Contact's FreshSales Unique ID #(Required)

This can be found in the URL of the contact. It is the right 12 digit number to the right of the URL. For example: https://thejuice-439787933003515753.myfreshworks.com/crm/sales/contacts/22065227174 where 22065227174 is what would be entered here

School Name(Required)

School's District Name

Library Name

Library's District Name

District Name

Community Group Name

Other Account Name

Sales Contact Information

Sales Contact Name

Prefix First Last

Sales Contact Address

Street Address Address Line 2 City State ZIP Code

Sales Contact Phone

Sales Contact Email

Other Contacts

Any additional contacts?

Tech

Billing

Admin

Other

select multiple categories if needed

Tech Name

Prefix First Last

Tech Contact Phone

Tech Contact Email

Billing Name

Prefix First Last

Billing Contact Phone

Billing Contact Email

Admin Name

Prefix First Last

Admin Contact Phone

Admin Contact Email

Other Name

Prefix First Last

Other Contact Title

Other Contact Phone

Other Contact Email

Order Information

Desired Start Date

allow 3 days for setup after payment is received. Actual start date cannot occur until the payment has been received

End Date

usually one year from the start date. However, accounts such as summer community groups may have a much shorter duration.

# of Student Seats

This is what the quoted price is based on

# of Teacher Seats

This is for operations setup

Price / Student Seat

Contract Value (seats * price)

This needs to be the same as the amount quoted in the invoice.

Any additional Comments?

Upload Existing Quote or Invoice

Please attach those documents so they are stored with this submission and are made available to all the internal Juicers who need to process the order.

Attach Documents

Drop files here or

Max. file size: 50 MB.

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