Goal: To Docuemnt the Guidelines surrounding the Sale to End Users and Special Cases
Guidelines Summary
Non Dealer / Distributor Entities that are using products for personal, commercial, municipality uses, or industry partners for testing purposes
Pre-Approval
Email Sales.Ops@icrealtime.com with a request to set up an account
Do not use the dealer application - this will be denied
Provide the Following Information:
Why are we selling to them directly?
Legal Name of Individual, Business or Municipality
Bill & Ship to Address
Phone
Contact
**Caution**
DO NOT Proceed without written approval from Sales Ops
Approval
Once approved you will be advised when an account is set up and connected to HubSpot.
There will be no onboarding or portal access given
Order Processing & Discounting
Process through HubSpot as normal, Use ACH One-Time Link only, we will not ask for the CC with these cases
Discounting is Not Applicable to these Cases unless Pre-Authorized
Sold at Dealer or Above