PopShelf Account Notes – 46PSDG

General Details

Customer Number(s): ­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­46PSDG

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: N/A ☒ No

Ship Via: Customer Routing Guide

Freight Code: Collect

Order Processing Schedule: Orders Received On: 1-2 average orders per year

Orders Released On: See Customer Specific Process section

Orders Shipped On: See Customer Specific Process section

Customer Contacts: Sales Rep: Ben Killberg benk@diversemail.com

Damaged & Defective Terms: 5% Rebate Volume 3% Freight Allowance 1% Defective Allowance

Backorder/Partial Line Handling: Before signing and approving order, email Customer Contact

Order Confirmation Requirements: Must email back confirmation of PO to Customer Contact

Changes/Cancellations to PO: Email Customer Contact

Holiday Schedule/Requirements: Email Customer Contact prior to shipment

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.

Out of case pack quantity can arise, so email Customer Contact and provide them with the nearest full case pack.

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,

1. Order received via email and confirm back to Sales Rep

2. Art 101 enters PO into NS

3. Art 101 approves and releases order, with providing shipping instructions to 3PL

4. 3PL builds the order and emails poconfrm@dollargeneral.com for Routing instructions

5. Art 101 generates BOL and provides to 3PL

6. Once the order ships, Art 101 physically mails invoice to DG/Popshelf

Fulfillment Notice Error

Usually an error for “”Matched, Pending SO Valid Ship Via”

1. Under the Fulfillment Notice Errors to Resolve section in the Dashbboard, Right click on the Eye/View icon and open in second tab

2. View the carrier in the Fulfillment Notice

3. Go to the SO and click “”Edit””

4. Enter in the assigned carrier under “”Ship Via”” in the Shipping Information tab

5. Then under the Rating & Routing tab

hange the Routing Status to “”Confirmed””

– Enter Pickup Date

– Enter Appt Time

– Enter Pickup Date Reason as Customer update

6. Save

7. If a Fulfillment Notice Error and after you’ve made the above changes to the PO, click “”Queue for Retry””

Return Authorizations

Returns Allowed: ☐ Yes ☒ No

If so, please explain any existing customer specific details to the Return Authorization process.

N/A

Updated on June 19, 2024
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