Order Intake & Adding Custom Products

🏗️ The Core Philosophy: Clean Data In, Clean Data Out

All order data entry happens exclusively in MySalesHub. This bypasses HubSpot's native interface to force structured, error-free entry so the fulfillment team downstream knows exactly what to build and deliver.

Step 1: Create the Profile (Screen 1)

Start by building the foundation of the deal.

• Enter the Customer Name, Phone Number, and Email.

• Select the store location and assign the quoting Sales Rep.

• Job Name: The system will automatically set this using the standard format: [Customer Last Name], [Customer First Name].

Step 2: Build Your Product List (Screen 2)

Use the native dropdown menus to filter by Vendor and Color. This will filter the line item search bar to show only relevant products.

• Add your items, notes, and modifications.

• Note: Multiple vendors can be added to the order by clicking the "Add New Vendor" button at the bottem; they will appear in their own distinct sections with their own filters.

[Insert Screenshot of Screen 2: Product Selection & Filters]

Step 3: Adding Custom Products (The Off-Menu Rule)

If a product is not loaded into the standard MySalesHub catalog, you must add it as a Custom Item. Be highly descriptive. The text you type here will print exactly as entered on the final Build and Delivery sheets.

Scenario A: The Vendor is Known (But the product is not in the system)

1. Select the correct vendor from the dropdown menu.

2. Click the "Add Custom Item" option on the lower right-hand side of the product entry element.

3. You MUST enter the following exact specifications: Color Name, Product Name, Price, Product Type, Assembly Fee (Yes/No), and Hinge Specification (Left, Right, or Undefined).

Scenario B: The Vendor is Unknown (Custom Vendor)

1. Instead of selecting a known vendor, select "Custom Vendor" from the dropdown menu.

2. Type in the Vendor's Name.

3. Fill out the exact same required specifications as above (Color Name, Product Name, Price, Type, Assembly, Hinge Specification).

Step 4: Review & Apply Discounts (Screen 3)

The primary purpose of Screen 3 is to review the selected items and apply any necessary discounts to the order. Note: If you are on the Contract Screen and realize you need to change a discount, you can always click the "Back" button to return here.