Brady's West Procedure for Tagging Sold Trees and Shrubs

Trees and Shrubs are only to be tagged as SOLD when the customer has either (a) purchased trees/shrubs for delivery, or (b) purchased trees/shrubs for delivery and planting by Brady's West. On occasion, it is permissible to mark trees/shrubs as SOLD for pick up by a customer within a 3-day period.

 The protocol for tagging trees/shrubs as sold for holding, delivery, or delivery and pick up is as follows:

 1. After the customer has selected his/her trees/shrubs, tag each one with a RED SOLD Tag. On each tag write the following in an easy-to-see place on the tag:

•  Customer's Name and Phone Number

• Date of Purchase

• Indicate one of the following: PU (Pick Up), DEL (Delivery), or DEL/PL (Delivery and Planting)

 2. Affix the SOLD tag to the tree/shrub and remove the PRICE tag and give it to the customer.

 3. Instruct the customer to bring the tag to a Customer Service Representative (CSR) to pay for the tree(s)/shrub(s) and to meet with a scheduler.

 4. Radio the CSR that a customer is coming in to pay for the plant material and planting.

 5. The CSR will give the customer another SOLD tag(s). The customer is to affix this tag/s to trees/shrubs he/she has purchased on the side of the tree they wish to be facing front at planting.

 6. Once customers have tagged their materials, move those items to the sold section

 NOTE: Customers who will be picking up their plant materials will have only one SOLD tag on their items. Move these items to the sold section as well.