General Details
Customer Number(s): 97WAY/97WAYVIC
Orders Received: ☒ EDI ☐ Email ☐ Portal Import ☐ Fax
Ship From Location: 12th Street E-Com
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: ☒ Yes Cutoff Time: 11:00 AM ☐ No
Ship Via: FedEx Ground/FedEx Home
Freight Code: Third Party Billing
Order Processing Schedule:
Orders Received On: NA
Orders Released On: Same day as received
Orders Shipped On: Same/next day
Customer Contacts: Erin Crites/ Maureen Sandoval
Damaged & Defective Terms: NA
Backorder/Partial Line Handling: No BO
Order Confirmation Requirements: None
Changes/Cancellations to PO: Notified through email or in Portal
Holiday Schedule/Requirements: None
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.
BO, PV if it’s for an ADVII item, email Maureen. Check portal for order alerts.
Customer Portal Process: If customer has portal, please detail when and how it is used in the order process.
Log into portal every morning to check order alerts. If none, you’re done. If there is an alert (usually cancellation request or refund request) process accordingly in NS. If there is tracking on a cancellation request, mark order as shipped in portal and provide tracking.
Customer Specific Process: Please outline any unique processes performed for this customer by Advantus. (Examples: Optional fields valued with specific data,
Sometimes Erin will forward a shipping change request. Hold SO associated with PO and update ship via or address according to email.
Return Authorizations
Returns Allowed: ☒ Yes ☐ No
If so, please explain any existing customer specific details to the Return Authorization process.
A return request will come through portal or email. Follow usually return request procedure and confirm in portal.