General Details
Customer Number(s): 01STAROP
Orders Received: ☒ EDI ☐ Email ☐ Portal Import ☐ Fax
Ship From Location: 12th ST
Planned Ship Date: ☐ From Order Date* ☐ From Customer Ship Date*
☐ From Cancel Date* ☐ Day(s) of Week
☒ EDI Mapped Directly
*If “From” logic: ☐ Add # days ☐ Subtract # days
Same Day Shipping: ☐ Yes Cutoff Time: N/A. ☒ No
Ship Via: FedEx or ARG
Freight Code: Customer has FFM of $545
Order Processing Schedule: Orders Received On: Tuesday
Orders Released On: Same day as received
Orders Shipped On: CSD/PSD
Customer Contacts: Jennifer.McMahon@Staples.com
Damaged & Defective Terms: No
Backorder/Partial Line Handling: Backorders allowed.
Order Confirmation Requirements: N/A
Changes/Cancellations to PO: 860’s are issued
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.
- Check to ensure there aren’t any failed validations, SO’s Out of Multiple or any SO’s that didn’t meet the FFM.
- For SO’s out of Multiple, change the line to Do Not Commit or Temp Close depending on how long it’ll be on backorder. Temp Close will allow the line to open up after shipment (must choose both ‘Closed’ and ‘Temp Close’ on the SO line) and DNC will keep the line closed if we don’t want it to open up immediately after fulfillment. We then will have to manually open it up when inventory is available and/or as necessary. (Ex: to avoid the SO Out of Multiple status each release if the inventory isn’t taken elsewhere)
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,
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- ** Customer has a $545 FFM and wants all orders to meet this minimum. If an order is received under the FFM, please reach out to Jennifer and ask if she’d like to add items to the order to get to the FFM. The ship via will change depending on the total weight for orders across each location.
PO’s are typically received Friday morning. Once received:
- Open SO Manager – CS and update the filters for:
- Customer: 01STAROP
- Order Date: Date you are processing the orders
- Check to ensure there aren’t any failed validations, SO’s Out of Multiple or any SO’s that didn’t meet the FFM.
- For SO’s out of Multiple, change the line to Do Not Commit or Temp Close depending on how long it’ll be on backorder. Temp Close will allow the line to open up after shipment (must choose both ‘Closed’ and ‘Temp Close’ on the SO line) and DNC will keep the line closed if we don’t want it to open up immediately after fulfillment. We then will have to manually open it up when inventory is available and/or as necessary. (Ex: to avoid the SO Out of Multiple status each release if the inventory isn’t taken elsewhere)
- Once we’ve confirmed the new orders have passed validation and met the FFM, update the filters to the following: (These will ensure you’re only working on orders on hold, with inventory)
- Customer: 01STAROP
- Order Date: Remove filter
- Release Status- Hold
- Has Committed?- Yes
As previously mentioned, all orders that will be released will be shipping with the ‘Free Freight’ freight pay code as orders must hit their FFM before we release them. Next, we want to ensure the orders have the appropriate ship via for each location.
- Ex: Each week, the new replenishment orders are released with the existing backorders. The 300 lb internal guideline will be used for each location; not each order.
- To sort the orders by location, click on the ‘Ship To Address Code’ column. This will then sort your location numbers.
- Next, update the Ship Via based on the total weight for each location. Use the ‘Gross Wt W/O Plts’ column to find the weight for each order. (6 columns to the right of the Ship To Address Code column)
- Ex: If there are 4 orders for location 684 and the total weight on each order is 100 lbs, that means the total weight for the location is 400 lbs and all orders need to have a Ship Via of ARG – Pallet.
- Update the Ship Via for each order/location.
- Once the Ship Via has been updated on all orders, update the Planned Ship Date to match the ship date that the new replenishment orders came in with.
- Once the Ship Via and PSD has been updated on all orders, you can then mass-release from SO Manager.
A release email is not required
Return Authorizations
Returns Allowed: ☐ Yes ☐ No
If so, please explain any existing customer specific details to the Return Authorization process.
N/A