General Details
Customer Number(s): 91TJX, 02MAR, 99TXA, 02WMI, 91HGO
Orders Received: ☐ EDI ☒ Email ☐ Portal Import ☐ Fax
Ship From Location: 12th, Outside Domestic, Tuf-Tite, Gun Club Road
Planned Ship Date: ☐ From Order Date* X From Customer Ship Date*
☐ From Cancel Date* ☐ Day(s) of Week
☐ EDI Mapped Directly
*If “From” logic: X Add 0 # days ☐ Subtract # days
Same Day Shipping: No
Ship Via: Customer Routing Guide
Freight Code: Collect
Order Processing Schedule:
Orders Received On: N/A
Orders Released On: N/A
Orders Shipped On: Customer Ship Date
Customer Contacts: Tiffany Kindschy, James Wagor
Damaged & Defective Terms: NA
Backorder/Partial Line Handling: Does not accept BO
Order Confirmation Requirements: NA
Changes/Cancellations to PO: Changes and cancellations come through Tiffany or James
Holiday Schedule/Requirements: NA
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.
PV, Out of MOQ. If there are any validation failures, contact Tiffany or James for timely resolution.
Customer Portal Process: If customer has portal, please detail when and how it is used in the order process.
NA
Customer Specific Process: Please outline any unique processes performed for this customer by Advantus. (Examples: Optional fields valued with specific data,
Empire Report every Monday: Download the Order line status, Empire results every Monday morning and email to Ralph Nasar, Tiffany Kindschy, James Wagor. They will respond with what orders are on hold on the report that must be released.
Order processing: for 91TJX, 02MAR, 91HGO each PO is two part. The Distribution instructions have the item qty and ship to address, and the PO has the location of the warehouse and the item price. If the PO has FL, its 12th st, CA is Outside Domestic, and IL is TT. PO number is the distribution location code followed by a dash then the PO #. In the internal notes field, enter the ship window based off the start ship date to the cancel date “s/w: xx/xx-xx/xxxx”. PSD/CSD will usually be the first day of the s/w, unless otherwise noted in email. STAB will be the DC#. Items will be enter as normal but be sure to input the customer item number as well, This changes with each PO. For order shipping out of TT or Out Dom, mark the line items complete. Under the custom subtab, scroll to the bottom and enter the dept # which can be found in the upper left hand of the Distribution instructions.
When orders are to be released: If the orders are not allocated, they will have to be scheduled. Edit the order, go to Admin Subtab, mark as OM ready in the OM release status. If orders are full, release as normal. Export released orders to excel; Delete columns: cust name, Ship to, and blank columns. Copy and paste into email Release email must be sent to Tiffany, James, Virginia and if 12th st, Lorenzo.
If ADVII needs items to allocate, go to the commit orders screen. Type in the item and the warehouse location. Choose the appropriate sales orders and submit.
Return Authorizations
Returns Allowed: ☐ Yes ☒ No
If so, please explain any existing customer specific details to the Return Authorization process.