General Details
Customer Number(s): 04KTZ
Orders Received: ☐ EDI ☒ Email ☐ Portal Import ☐ Fax
Ship From Location:
Planned Ship Date: ☒ From Order Date* ☐ From Customer Ship Date*
☐ From Cancel Date* ☐ Day(s) of Week
☐ EDI Mapped Directly
*If “From” logic: ☒ Add 2 # days ☐ Subtract # days
Same Day Shipping: ☐ Yes Cutoff Time: Click or tap here to enter text. ☒ No
Ship Via: Advantus Routing Guide – Pallet or UPS Ground
Freight Code: Prepay and Add $1000
Order Processing Schedule: Orders Received On: No set day.
Orders Released On: Once validation and commitment is complete.
Orders Shipped On: 2 business days after release
Customer Contacts: Jessica Morgan jmorgan@kurtzbros.com; reach out to Vince first.
Damaged & Defective Terms: N/A
Backorder/Partial Line Handling: Customer allows backorders, but lines need to be in full.
Order Confirmation Requirements: Order Acknowledgements automatically sent to customer
Changes/Cancellations to PO: Provide update to customer.
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.
UOM issues- review item to see if conversion, based on pricing, need to happen.
MOQ – provide customer required MOQ for item(s).
Pricing – this customer will send in their BTS orders with the 5 % pricing included. BTS discounts are set up by marketing. Ask customer to resubmit PO without 5% discount worked into the item price.
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.
BTS pricing included in PO line price – ask customer to resend PO without pricing included in item price. Any questions regarding other pricing, reach out to Vince before going to the customer.
Return Authorizations
Returns Allowed: ☒ Yes ☐ No
If so, please explain any existing customer specific details to the Return Authorization process.
Customer will email and request RA/CM.