Corporate Playbooks¶

Cross-functional playbooks for the OverDrive go-live. These aren't counter how-tos — they're the agreed plays for the corporate teams (IT, AR, Sales Audit, Procurement, AP, Finance). Some are workarounds for what OverDrive doesn't fully own yet at the first store; others are simply how a process is run across systems — who maintains what, who keys what, and how the books stay clean during the transition.

If you're at the counter, you probably want the Operational Playbooks instead. Come here when a process crosses systems or teams.

How to read a corporate playbook¶

Every page has the same shape:

Overview — the gap in one or two sentences: what OverDrive does and doesn't do here, and how we're covering it.
When this applies — the trigger that puts you on this page.
The steps — what to do, with the role and owner on each. (The heading reads The workaround on the gap pages, The process on the ongoing-management ones.)
Go-live & cutover notes — one-time setup and cutover items behind it (not day-to-day steps).

Find your playbook¶

People & customers¶

Topic	Go to
Setting up a new hire in OverDrive	New Employees & HR Onboarding
Referrals to or from a neighboring VAST store	Retail Customers & Referrals
A House Account (Type 8 / AR) transaction	House Accounts
A Goodyear National Account (Type 9) transaction	National Accounts

Catalog & pricing¶

Topic	Go to
A new item, price change, or cost change	Item / Price / Cost Maintenance
A new or changed service package	Packages
Setting up a coupon in OverDrive	Coupons

Inventory¶

Topic	Go to
An inventory count needs correcting	Physical Inventory & Adjustments
A stock PO needs returning to the vendor	Stock PO Returns

Money & accounting¶

Topic	Go to
Month-end inventory / GP posting	Inventory & GP Posting
Daily sales audit and GP posting	Sales Audit & GP Posting
A vendor invoice needs to reach AP	Accounts Payable
A refund, or correcting a closed RO	Refunds & Credit-Rebills

Customer service & reporting¶

Topic	Go to
A GROUPON won't redeem as expected	GROUPON
A transactional report is needed	Transactional Reporting

When you're stuck¶

Same as everywhere else on this site: this site first, then the store's OverDrive Teams channel. For a cross-system process question, name the systems involved (OverDrive, VAST, Coupa, Great Plains) and the transaction it's attached to.