General Details
Customer Number(s): 02PSM
Orders Received: ☒ EDI ☐ Email ☐ Portal Import ☐ Fax
Ship From Location: 12th , Tuf-tite, Gun Club Road
Planned Ship Date: ☐ From Order Date* ☒ From Customer Ship Date*
☐ From Cancel Date* ☐ Day(s) of Week
☐ EDI Mapped Directly
*If “From” logic: ☒ Add 0 # days ☐ Subtract # days
Same Day Shipping: N/A
Ship Via: Customer Routing Guide
Freight Code: Collect
Order Processing Schedule:
Orders Received On: Throughout week
Orders Released On: Friday
Orders Shipped On: Two Fridays from release
Customer Contacts: Tiffany Kindschy
Damaged & Defective Terms: N/A.
Backorder/Partial Line Handling: Does not accept BO
Order Confirmation Requirements: N/A
Changes/Cancellations to PO: N/A
Holiday Schedule/Requirements: N/A
Sales Order Processing
Approval Method: ☒ Auto ☐ Manual
Release Method: ☐ Auto ☒ Manual
Release Email Required: ☒ Yes ☐ No
Orders Must be Released together for pick jobs: ☒ Yes ☐ No
Validation Failure: Please list any common validation failure reasons and how to resolve.
Price Variance: email Tiffany or Maureen
Customer Portal Process: If customer has portal, please detail when and how it is used in the order process.
N/A
Customer Specific Process: Please outline any unique processes performed for this customer by Advantus. (Examples: Optional fields valued with specific data,
Order lines are sent to Tiffany to ensure everything is good to release. On customer account page, scroll to middle of page and click Open SO lines only. Export the page to excel and share the workbook with Tiffany Kindschy in email with subject line 02PSM orders and body of these orders are full and I will release them, or point out any order that aren’t full and ask if they need their release scheduled (usually Tuf-tite location can be scheduled and will fill in time). These orders are released every Friday for orders that are to ship 2 Weeks later.
Return Authorizations
Returns Allowed: ☐ Yes ☐ No
If so, please explain any existing customer specific details to the Return Authorization process.