The procedure for the SWH rebate: 1. Set of bar code stickers and Eskom documentation. 3 x PVC paper – 1 x for the Eskom Document 1 x for the Clever Devices.

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Presentation transcript:

The procedure for the SWH rebate: 1. Set of bar code stickers and Eskom documentation. 3 x PVC paper – 1 x for the Eskom Document 1 x for the Clever Devices and Designs(CDD) Invoice to your customer 1 x one for the DB box cover 2 x metal – 1 x for the Solar panel (use contact adhesive) 1 x for the geyser (use contact adhesive) 2. Complete the Eskom document as per the example: a) Ensure that the bank details are filled in for Finance House and not the customer on the Eskom document. b) Each page must have the customer initials and full signature where required. c) The ceding document must be completed in Clever Devices name. Ensure that you put the bar code number at the top of the page. d) Send me the details of the customer and I will complete the Data Sheet and the Invoice from CDD to your customer this must be added the pack for signing. e) Both COC’s copies to be added the pack for signing. f) Attach all you customer documents, Copy ID, Latest Electricity bill and if they are pre-paid 3 months prepaid slips, Proof of residence added to the pack for signing. g) Installation report must be added to the pack for signing. h) Scan the complete document and send the original to CDD i) I will have the document signed and scanned and sent to Finance House excluding the installation report. j) The original will be couriered to ESKOM Cape Town ( if you don’t have a courier I will let you know what the cost is?) k) The Courier waybill will be sent through Finance House and within two weeks CDD should receive payment once the payment has been received you will be paid. 3. Please send an invoice to me for the rebate amount less the Finance amounts a). See Rebate Finance Schedule eg – Rebate R 5332 less admin and discount and interest R = R b) R less R570 incl VAT for CDD = R c)If you are not VAT registered you will have to use the VAT exclusive rebate amounts

Eco Navitas/ABSA Procedure Franchise Join Eco-ABSA Franchise must be an Eskom Registered Installer Lead Received CRM from Eco- ABSA Own Lead Eco- ABSA

Eco Navitas/ABSA Lead Franchise Call Customer Site Visit Quote Customer contacted by EN - Rebate /Product suggested sent to Energetic Signed Quote To H/O Jandre Transfer Quote to Franchise Signed Quote To Enerjetic Signed Quote To Eco Customer Information Rebate /Product suggested sent to OE Jandre Installation Certificate Issued by Eco to ENJ Installation Certificate Forwarded OE HO Installation Certificate forward OE Franchise Installation Certificate received Proof of Payment request from Customer Proof of Payment request from Customer Proof of Payment to OE H/O H/O Release Stock Collect Stock Install, use Bar Code Stickers Installation Report Electrical & Plumbing COC’s Complete Eskom Documents Complete Eco-ABSA documents Lead Received CRM from Eco-ABSA Send Eskom Documents Eskom Pays rebate Eco Complete Eco-ABSA documents Send Eco- ABSA document OE pays OE franchise Installation cost Eco pay OE H/O Rebates Invoice OE H/O for Installation Invoice Eco for Rebates Send Eco- ABSA document Eco pay OE H/O Rebates Invoice Eskom Rebate (Eco Bank Details)

OE Franchise Lead Site Visit Quote Insurance Account Forward to Jandre OE H/O Signed Quote To Eco Customer Approval Installation Certificate Issued by Eco to ENJ Installation Certificate Forwarded OE HO Installation Certificate forward OE Franchise Installation Certificate received Proof of Payment request from Customer Proof of Payment request from Customer Proof of Payment to OE H/O H/O Release Stock Collect Stock Install, use Bar Code Stickers Installation Report Electrical & Plumbing COC’s Complete Eskom Documents Complete Eco-ABSA documents Send Eskom Documents Send Eco- ABSA document Eskom Pays rebate Eco OE pays OE franchise Installation cost Eco pay OE H/O Rebates Own Lead Eco- ABSA ABSA Bank Details Bank Account Application form & statement Application form Jandre OE H/O forward details Enerjectic Enerjectic forward details to Eco/ABSA Eco/ABSA forward Approval & Rebate to Enerjectic Enerjectic forward Approval & Rebate to OE HO Enerjectic forward Approval & Rebate to OE HO OE HO forward Approval & Via CRM to Franchise OE HO forward Approval & Via CRM to Franchise Signed Quote To Enerjetic Signed Quote To Franchise Signed Quote To OE H/O Invoice OE H/O for Installation Invoice Eco for Rebates Send Eco- ABSA document Eco pay OE H/O Rebates Invoice Eskom Rebate (Eco Bank Details)