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start:procinfo [2017/11/21 08:53] andre Added new chart |
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10/2/17: Added Kris' name to sheet where Rachel's is listed; Added the header to denote STOCK orders as tasks for NEW items are slightly different; revised tasks re: QA Requirements Request | 10/2/17: Added Kris' name to sheet where Rachel's is listed; Added the header to denote STOCK orders as tasks for NEW items are slightly different; revised tasks re: QA Requirements Request | ||
+ | ===== Product Development Process ===== | ||
^ Phases ^ Title ^ Summary ^ ^ Assignee ^ Lead-time ^ Time Allowed ^ EARLY Due Date ^ Time Allowed ^ "MID-YR" Due Date ^ | ^ Phases ^ Title ^ Summary ^ ^ Assignee ^ Lead-time ^ Time Allowed ^ EARLY Due Date ^ Time Allowed ^ "MID-YR" Due Date ^ | ||
| 1-New Products Proposal | 1A-Next year's new products proposal plan | 1) Prepare for and conduct initial meeting with GM to fine-tune proposed new items plan\\ 2) Prepare for and conduct initial meeting with management team to determine which items/product categories are worthy of consideration to add to product line\\ 3) Prepare New Product Presentation Sheet for each product up for consideration\\ 4) Conduct follow-up meetings to review materials, NPPSs (new product presentation sheet), competitive analysis; determine target wholesale/retail price & overall spend for new products and decide which items to proceed with. | | Jen, Nathan | 45 days | 45 days | 15-Nov | N/A | N/A | | | 1-New Products Proposal | 1A-Next year's new products proposal plan | 1) Prepare for and conduct initial meeting with GM to fine-tune proposed new items plan\\ 2) Prepare for and conduct initial meeting with management team to determine which items/product categories are worthy of consideration to add to product line\\ 3) Prepare New Product Presentation Sheet for each product up for consideration\\ 4) Conduct follow-up meetings to review materials, NPPSs (new product presentation sheet), competitive analysis; determine target wholesale/retail price & overall spend for new products and decide which items to proceed with. | | Jen, Nathan | 45 days | 45 days | 15-Nov | N/A | N/A | | ||
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| 6-Product Arrives | | | | | | | 1-Dec | | 1-Jun | | | 6-Product Arrives | | | | | | | 1-Dec | | 1-Jun | | ||
| | | | | Trade shows: | 1st week Jan | | mid-July | | | | | | | | | Trade shows: | 1st week Jan | | mid-July | | | | ||
+ | |||
+ | ===== Direct Import Template ===== | ||
+ | ^ **DIRECT IMPORT / CUSTOM TEMPLATE** ^ ^ ^ ^ ^ ^ ^ ^ | ||
+ | | Customer Name | | | | | | | | | | | | | ||
+ | | Customer PO | | | | | | | | | | | | | ||
+ | | Picnic Time Order | | | | | | | | | | | | | ||
+ | | Order Initiated By | | | | | | | | | | | | | ||
+ | | Picnic Time PO | | | | | | | | | | | | | ||
+ | | Picnic Time Ship Date | | | | | | | | | | | | | ||
+ | | Delivery Req'd Date | | | | | | | | | | | | | ||
+ | | FOB Location | | | | | | | | | | | | | ||
+ | | Order Fulfillment Location | | | | | | | | | | | | | ||
+ | | Ship To | | | | | | | | | | | | | ||
+ | | | | | | | | | | | | | | | ||
+ | | | | | | | | | | | | | | | ||
+ | | | | | | | | | | | | | | | ||
+ | | //**Product Information**// | | | | | | | | | | | | | ||
+ | | Product Name | Item Number | Production Lead Time | FOB Price | Carton Quantity | Qty Ordered | Customer PO | Customer Delivery Date on PO | UPC (PT-created?) | PT Logo to be Included on Product/Tags? | Which Factory will be producing the goods? | //**Information Verified by:**// | | ||
+ | | | | | | | | | | | | | | | ||
+ | | | | | | | | | | | | | | | ||
+ | | | | | | | | | | | | | | | ||
+ | | | | | | | | | | | | | | | ||
+ | | | | | | | | | | | | | | | ||
+ | | | | | | | | | | | | | | | ||
+ | | //**Customization**// | | | | | | | | | | | | | ||
+ | | | //**Details**// | //**Notes**// | //**Information Verified by:**// | | | | | | | | | | ||
+ | | Custom Logo/Decoration? | | | | | | | | | | | | | ||
+ | | Artwork Provided? | | | | | | | | | | | | | ||
+ | | PMS Colors for Artwork? | | | | | | | | | | | | | ||
+ | | Artwork Dimensions | | | | | | | | | | | | | ||
+ | | Changes to PT design? | | | | | | | | | | | | | ||
+ | | Licensed Production In-House? Or at Factory? | | | | | | | | | | | | | ||
+ | | | | | | | | | | | | | | | ||
+ | | //**Samples**// | | | | | | | | | | | | | ||
+ | | | //**Details**// | //**Notes**// | //**Information Verified by:**// | | | | | | | | | | ||
+ | | Swatches Needed? | | | | | | | | | | | | | ||
+ | | Pre-Pro or Production Samples Needed? | | | | | | | | | | | | | ||
+ | | Sample Quantity\\ PT will always order 5 samples:\\ 1 x Product Dev Dept\\ 1 x Licensing Dept\\ 1 x Key Retail Dept\\ 1 x Customer\\ 1 x Licensor (if licensed) | | | | | | | | | | | | | ||
+ | | Req'd Date for Samples | | | | | | | | | | | | | ||
+ | | | | | | | | | | | | | | | ||
+ | | //**Required Labelling**// | | | | | | | | | | | | | ||
+ | | | //**Details**// | //**Notes**// | //**Information Verified by:**// | | | | | | | | | | ||
+ | | Picnic Time Tags? | | | | | | | | | | | | | ||
+ | | Customer Tags? | | | | | | | | | | | | | ||
+ | | Location of all tags | | | | | | | | | | | | | ||
+ | | Multi-lingual requirements? | | | | | | | | | | | | | ||
+ | | | | | | | | | | | | | | | ||
+ | | //**Packaging**// | | | | | | | | | | | | | ||
+ | | | //**Details**// | //**Notes**// | //**Information Verified by:**// | | | | | | | | | | ||
+ | | Standard Case Pack or Custom? | | | | | | | | | | | | | ||
+ | | Custom Packed in Carton? | | | | | | | | | | | | | ||
+ | | Picnic Time Hang Tags/Header Card? | | | | | | | | | | | | | ||
+ | | Pricing Tickets Required?\\ Who orders?\\ Who attaches?\\ Who pays? | | | | | | | | | | | | | ||
+ | | Polybags and Polybag Warning?\\ Tri-Language Polybag Required? | | | | | | | | | | | | | ||
+ | | Shipping Carton Labels? | | | | | | | | | | | | | ||
+ | | Custom Carton Artwork? | | | | | | | | | | | | | ||
+ | | Shipping Marks? | | | | | | | | | | | | | ||
+ | | Location of All Shipping Marks | | | | | | | | | | | | | ||
+ | | UPC Provided by Customer? | | | | | | | | | | | | | ||
+ | | | | | | | | | | | | | | | ||
+ | | //**Testing Requirements**// | | | | | | | | | | | | | ||
+ | | | //**Details**// | //**Notes**// | //**Information Verified by:**// | | | | | | | | | | ||
+ | | Customer-specific Requirements? | | | | | | | | | | | | | ||
+ | | Country-specific Requirements? | | | | | | | | | | | | | ||
+ | | Licensor-specific Requirements? | | | | | | | | | | | | | ||
+ | |||
+ | ===== Internal Quote Sheet: Custom Order/Direct Import ===== | ||
+ | | **Today's Date:** | .......................................... | | Customer's requirements in priority order, if applicable (e.g., delivery date, price, pass testing, proprietary design): | .......................................... | | | | ||
+ | | | | | | | | | | ||
+ | | **CUSTOMER** | | | **SAMPLES** | | | | | ||
+ | | Name | .......................................... | | Does customer require **Pre-production Samples?** How many? By when? | .......................................... | | | | ||
+ | | Ship/Delivery Date | .......................................... | | Pre-Production Sample Required Delivery Date | .......................................... | | | | ||
+ | | # of Doors | .......................................... | | Does the customer require **Production Samples?** How many? By when? | .......................................... | | | | ||
+ | | Credit Approval Required? Approved? | .......................................... | | Production Sample Required Delivery Date | .......................................... | | | | ||
+ | | | | | | | | | | ||
+ | | **PRODUCT** | | | **PRODUCT PHOTOGRAPHY REQUIREMENTS** | | | | | ||
+ | | Brand | .......................................... | | Type(s) of shots (e.g., studio, hero, lifestyle, pkg mock-ups) | .......................................... | | | | ||
+ | | Item(s) of Interest | .......................................... | | For what use? (pkg, customer website, ads) | .......................................... | | | | ||
+ | | Item Color(s) (Standard or Custom)\\ If custom, what is the PMS? | .......................................... | | **TESTING** | | | | | ||
+ | | Quantity Per Item | .......................................... | | Testing Requirements? | .......................................... | | | | ||
+ | | Existing Catalog Item or Custom Item | .......................................... | | **PRODUCTION** | | | | | ||
+ | | Licensed/Decorated? | .......................................... | | Lead Time | .......................................... | | | | ||
+ | | Artwork Specs (PMS/Size/Loc, etc.) | .......................................... | | **COSTING** | | | | | ||
+ | | Case Quantity (Standard or Custom) | .......................................... | | Supplier FOB $/Supplier FOB Port | .......................................... | | | | ||
+ | | Factory MOQ | .......................................... | | Required Supplier Ship Date to Meet Customer In-Hands Date | .......................................... | | | | ||
+ | | | | | Customer Allowance Amount | .......................................... | | | | ||
+ | | **PACKAGING** | | | Customer Rebate Amount | .......................................... | | | | ||
+ | | Packaging Type (Standard or Custom) | .......................................... | | Exit Strategy Requirements | .......................................... | | | | ||
+ | | Merchandising objective? | .......................................... | | Rep Commission Amount | .......................................... | | | | ||
+ | | Packaging MOQ | .......................................... | | License Royalty Amount | .......................................... | | | | ||
+ | | Does customer need to approve packaging? | .......................................... | | FOB Point | .......................................... | | | | ||
+ | | Does customer require items to be delivered in inner shipping cartons? | .......................................... | | | | | | | ||
+ | | | | | **CUSTOMER QUOTED PRICE** | | | | | ||
+ | | **MERCHANDISING ASSETS** | | | | | | | | ||
+ | | Merchandising Assets Required? | .......................................... | | //**Completed by:**// | .......................................... | //**Date:**// | .......................................... | | ||
+ | | Type? Peggable? Floor Display? CDU? | .......................................... | | //**Approved by:**// | .......................................... | //**Date:**// | .......................................... | | ||
+ | |||