Expanded Use Case DescriptionActorsCustomerRegisterWeb.docx
Club Choice Event Request SOP FINAL
1. 1
Club Choice Event SOP
This document provides the steps for creating Club Choice Events (CCE) for individual clubs. It also
provides examples of the CCE form and an Approval Email listed on pages 3 and 4.
The purpose of a CCE is to allow Sam’s Field Management to highlight and demo specific products that
are available in club. To support this objective, Club Choice events must be requested by the Club’s
Marketing Manager or General Manager and approved by Sam’s Club Corporate (Margarete Ingram).
Club Choice Submission Process
Club Choice events must follow a specific request format, as the ASM systems’ team will have to create
Call Reports for these events. Club Supervisors will need to complete the following tasks:
o Fill out the Club Choice Event Form:
The Club Supervisor will work with the Club Manager to gather the category and item
numbers used for the event.
The form will also need to include signatures of the Club Manager and the Club
Supervisor.
Once the form has been completed, it will need to be scanned and saved as a pdf, so
that it may be included in the helpdesk ticket.
o Obtain an Approval Email from Sam’s Club Corporate (Margarete Ingram):
In order to obtain this email approval from Sam’s Club Corporate (Margaret Ingram) by
either –
1) Obtaining it from the Club Manager
2) Submitting an email to scdemo@samsclub.com requesting this information
i. Please Note: The approved email from Margarete will need to be saved
into a pdf and included in the helpdesk ticket.
o Submit a help desk ticket including all of this information:
Once the CCE form has been completed and the Email approval has been obtained, the
Club Supervisor will need to submit a helpdesk ticket for a Club Choice Event.
Please see the path for submitting a For Help Desk ticket for Club Choice Demos listed
below:
EED and AMS > EE Field Services > Club Choice Event
2. 2
In order to include the attachments (CCE form and Email Approval) to this ticket, the Club
Supervisors will need to ensure the following:
First click "Save and Continue"
Click the Add Attachment option
3. 3
Club Choice Form Example
Submission Date Week# 19
Event # Event Date Item# CF Category Item Description Sam's Item #
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3
1
2
3
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2
3
1
2
3
1
2
3
8) No More than 5 Club Choice Events are allowed per week per week
CLUB CHOICE EVENTS REQUEST FORM
Forms must be TYPED. Request Forms must be submitted through the ASM Help Desk>EED Field Mgmt Support>Club Funded
Request (under your Region). Forms should only be submitted for one week at a time. Weeks run from Saturday- Friday.
1
4
Version 7.0 3-18-2011
ASM Club Supervisor Phone
5
2) Club Choice Events can only be done on High Volume and High Margin Items
7) Club Choice Events are only allowed to be conducted Monday through Thursday
9) All forms should be submitted in a PDF format.
CLUB CHOICE EVENTS REQUEST INSTRUCTIONS
1) ALWAYS fill in ALL fields for requested demos in the space provided in order expedite the process
3) Must include all Sam’s Item #s. Double check all Sam’s Item #s (typically 6-digits )
4) SIGNATURES FROM BOTH CLUB MANAGER AND CLUB SUPERVISORS REQUIRED TO PROCESS THIS FORM!
3.
2.
5) Future dates for weeks that are not released to schedule should not be submitted.
6) All forms should be submitted in a PDF format.
ASM Club Supervisor Full Name (TYPE)
Date
Sam's Club#
Sam’s Club Manager Signature
Sam's Club Manager Full Name (TYPE)
ASM Club Supervisor Signature
4. 4
Email Approval Example
-----Example Message-----
From: Margarete Ingram
Sent: Tuesday, December 03, 2013 1:57 PM
To: John Doe
Cc: 01234-US-CLUB MGR;
Subject: 1/16 - Club Choice Event (1234)
John,
I approve the execution of a Club Choice Event in Club 1234 on January 16, 2013.
"Happy To Help"
Margarete Ingram
Project Manager/ Operations
Sam's Club
2101 SE Simple Savings Dr.
Bentonville, AR 72716-745