| Document Name | Description | Last Updated |
|---|---|---|
| Sales Accounting Marketing “Deferred Interest” is Not the Same as “No Interest” | Explains the difference between deferred interest and no interest and provides the required promotional disclosure language. | 30 October 2008 |
| Marketing Ad Proofing and Placement | Specifies that the Director of Public Contact must review and approve final ad proofs and that prior approval is required before placing ads in any new publication. | Never revised |
| Marketing Advertised Items | How the marketing department must prepare and display copies of ads and detailed lists of advertised items so staff can quickly answer customer inquiries. | 08 August 2006 |
| Marketing Sales Advertising Must Sell | Why advertising must focus on selling in-stock products now and be measured by ROI to prove effectiveness. | Never revised |
| Marketing Blogs | Guidelines for writing SEO-focused blogs to promote the jewelry business. | Never revised |
| Marketing Call for a Catalog | Requires that all store advertising include a reference to calling for a catalog. | 08 August 2006 |
| Marketing Accounting Catalog Postage | How marketing and accounting coordinate to prepare, deposit, and verify USPS bulk-mail postage checks so catalogs mail on time. | Never revised |
| Marketing Sales Catalog Specials | Catalog Specials: when catalog and flyer specials are valid and who is eligible to receive them. | 24 March 2015 |
| Marketing Christmas Cards | When and how to plan, design, produce, and mail the company's Christmas cards. | Never revised |
| Marketing Confirming Advertising Deals | How to confirm advertising deals by documenting every meeting, recapping agreements via email, and obtaining advertiser acknowledgment. | 23 July 2016 |
| Sales Marketing Accounting Customer Referral Program | How Administrative employees, Estate Buyers, and Sales Associates earn store credit for referring new retail or estate-buy customers by meeting profit thresholds and following the referral procedures. | 30 August 2024 |
| Marketing Accounting Diamond Box | How and why employees must verify loose diamond prices against the current Rapp sheet before showing stones to customers. | 13 August 2006 |
| Marketing Discounts and Sale Prices Must be Approved | Specifies that any discounts or sale prices proposed by Marketing must be approved by the COO before being publicized. | Never revised |
| Marketing Inventory Eblast Items Must be Same Pricing | Specifies that items selected for marketing eblasts should all use the same pricing format (either Retail Price and Our Price or just Price) to avoid customer confusion. | Never revised |
| Marketing Email Blasts | Guidelines for using email blasts, covering timing, response expectations, formatting to avoid blacklisting, proofing, and IT lead time. | Never revised |
| Marketing Sales Buyers Familiarity With Ads | How marketing ensures salespeople and estate buyers are informed about new advertisements and that the POS has the correct contact source. | 30 August 2024 |
| Marketing Features & Benefits | How to translate product features into customer-focused results that sell. | 24 January 2012 |
| Marketing First Purchases | When a customer's invoice should be marked as a first purchase and what counts or does not count (sales of merchandise only; deposits and repairs do not). | 07 August 2006 |
| Marketing Follow up New Names | How to follow up with new mailing-list contacts to determine their interests and then deliver or sell accordingly. | 14 June 2006 |
| Sales Buyers Marketing Forward All Customer Compliments to Marketing | Send all positive customer compliments to Marketing for use in promotional materials. | Never revised |
| Sales Marketing Accounting Gift Cards | How to use gift cards to generate new business: who to send them to, expiration timing, combination rules, mailing procedures, and how gift cards affect commissions. | 08 May 2013 |
| Marketing Sales Gift Cards Cannot be Combined | Which gift cards cannot be combined and how marketing and sales staff must enforce that restriction. | 08 May 2013 |
| Marketing IT Giving Back Page | Ensuring charities that receive donations are added to the company's Giving Back webpage by Marketing and IT. | Never revised |
| Marketing IT H1 Tags on Home Page | How Marketing and IT should collaborate to ensure home page banners include SEO-friendly, user-friendly H1 tags that blend with design. | Never revised |
| Sales Marketing Letter Stuffers | Requires that all outgoing customer mail include a promotional stuffer related to products or current promotions and a referral card to promote products and services. | 14 January 2009 |
| Marketing Mailing List, Keeping it Current | How to keep the mailing list current by using the post office NCOA process after each monthly newsletter. | Never revised |
| Marketing Marketing Orders Printed Materials | How Marketing manages ordering and inventory of printed materials used for promotion and company needs. | 16 January 2025 |
| Sales Marketing Marketing, Endorsement Personalities Discounts | Which endorsing personalities and media owners receive discounts during advertising, what discounts they get, and how those sales and records are handled. | Never revised |
| Marketing MC/VISA Returns | When and how restocking fees may be applied to MC/Visa credit-card refunds to cover transaction and restocking costs. | 14 August 2006 |
| Sales Marketing Newsletters to New Names | Instructions on when and how to send newsletters to new names so they receive their first newsletter promptly. | 05 January 2007 |
| Marketing Ordering Newsletters from Printers | How to order newsletters from printers to ensure accurate quantities and written verification. | 08 August 2006 |
| Accounting Marketing Proper Handling of the Cash Box | How to properly handle, record, secure, and deposit cash in the cash box until banked. | 26 May 2006 |
| Sales Marketing Prospects | How to identify, record, and market to prospective customers, including Contact Key settings and when to count them as a New Name to Central Files. | 30 July 2011 |
| Buyers Sales Marketing Repair SDGL QR Code Cards | How and when staff should use QR code business cards to encourage customers to leave Yelp or Google reviews. | Never revised |
| Marketing Radio Ads | When radio ads run, staff must check that our spots air at proper volume and keep a log of verifications. | 08 August 2006 |
| Sales Marketing Rules for Half-Off Sales | Rules for Half-Off Sales specifying how and under what conditions items may be sold, returned, traded in, financed, altered, and combined with gift cards. | 25 July 2013 |
| Marketing Save Copies of Promo | How to retain and organize copies of promotional materials by saving 10 copies for two years and then keeping two permanently, filed by business and promotion type. | 27 January 2023 |
| Sales Accounting Marketing Surveys Required on All Sales | When and how salespeople must collect and record customer demographic surveys for all sales to track advertising sources and protect commissions. | 30 August 2024 |
| Sales Marketing Tracking Advertising for New Names | How to record the Contact Source in Business Mind when entering new customers to track advertising effectiveness. | Never revised |
| Marketing Trade-ins Don’t Go In Newsletter | Why trade-in merchandise should not be pictured in the newsletter and guidance for buyers on checking sellers and handling consignments. | 08 August 2006 |
| Marketing Sales Unsubscribe Requests | How to handle customer unsubscribe requests for e-mail and physical mailings. | Never revised |
| Marketing Updating Returned Mail | How to update and verify customer addresses and handle returned first-class mail. | 15 June 2006 |
| Marketing Sales VIP Gift Cards | How VIP Gift Cards are calculated, distributed, and tracked after the Half Off Sale. | Never revised |
| Sales Marketing Accounting VIP Referral Rewards Program | How VIP customers are rewarded for referring new customers, including how rewards are calculated, issued, and tracked weekly by Marketing. | 30 August 2024 |
| Marketing Accounting Buyers We Don’t Accept Foreign Bank Checks | Policy stating the company will not accept checks drawn on banks outside the U.S. due to collection fees and delays. | 14 August 2006 |
| IT Sales Executive Reception Marketing Webchat & ChatMail | How to handle incoming webchat messages and process ChatMail into webleads, including assigned roles, inbox handling, weblead creation, and fraud procedures. | Never revised |
| Marketing Website Merchandise Promo | How to present merchandise for sale online, including required image quality and descriptive information to educate buyers. | 24 January 2012 |
| Logistics Marketing Sales When Mail Should Arrive | When Mail Should Arrive explains how to schedule outgoing mail so customer deliveries occur on business days when staff are available. | 30 July 2011 |
| Marketing Buyers When to Mail Flyers and Special Event Promo | When to mail flyers and special event promotions so they arrive just before or at the start of the event. | 08 August 2006 |
| Marketing Buyers Yehuda Enhanced Diamonds | Guidelines on how to refer to, sell, and handle Yehuda clarity enhanced diamonds, including restrictions, guarantee and benefits. | 07 August 2006 |