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Direct Import Setup and Issue Resolution

Setup

  • New customer onboarding and document assignment/management
  • Document creation

Issue Resolution

  • Formatting or missing fields
    • Correction: Select Refresh IF Item Data button on the Item Fulfillment
    • Additional issues resolution: email itsupport@advantus.com
  • Manufacture details missing
    • Correction: Select Refresh IF Item Data button on the Item Fulfillment
    • Additional issues resolution: email the Product Specialist on item record
      • Click any item on the fulfillment
  • Item details or SKUs missing
    • Correction: Select Refresh IF Item Data button on the Item Fulfillment
    • Additional issues resolution: email Sales Admin on customer record
      • Click any customer on the sales order
  • Incorrect ship to or bill to
  • Missing CI & PL buttons

Updated on October 25, 2022
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