General Details
Customer Number(s): 46CALH
Orders Received: ☐ EDI ☐ Email ☒ Portal Import ☐ Fax
Ship From Location: Expeditors – Flower Mound, TX
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: Average 7 orders per year
Orders Released On: See Customer Specific Process section.
Orders Shipped On: See Customer Specific Process section.
Customer Contacts: Sales Rep: Arielle Hewitt arielleh@diversemail.com
Damaged & Defective Terms: Customer will reach out once the goods are received and advise if any damaged items. If packed poorly, we will split or pass along the charge to Expeditors. Chargebacks can occur
Backorder/Partial Line Handling: Email Customer Contact ASAP to advise if short or OOS
Order Confirmation Requirements: Email Customer Contact confirming PO
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 if not initially caught – reach out to Customer Contact with options to round up or down on quantity
Customer Portal Process: If customer has portal, please detail when and how it is used in the order process.
Routing and Chargebacks: www.srvexchange.com
Customer Specific Process: Please outline any unique processes performed for this customer by Advantus. (Examples: Optional fields valued with specific data,
Art 101 receives new PO notification from Calendar Portal
– Art 101 reviews and approves PO by emailing Customer Contact
– Art 101 orders Carton Labels via Customer Portal
– Art 101 notifies 3PL that Carton Labels are on the way
– Art 101 enters order(s) in NS and will need to manually release
– Art 101 emails Shipping Instructions to 3PL
– 3Pl builds order and affixes Carton labels and Art 101 provided Price Stickers
– 3PL provides Art 101 with Pallet/Carton count, Weight, Cube, and Freight Class
– Art 101 enters freight information into Calendar Portal for Phase 1
– Calendar will email shipping instructions within 48-72 hours
– Calendar & 3PL arrange for pickup date & time
– Once shipped, Art 101 returns to Calendar Portal to enter in Carrier name, number, and pickup date (MUST BE ENTERED SAME DAY AS SHIPMENT GOES OUT OTHERWISE CHARGEBACKS WILL OCCUR)
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
– add the ARN # (go to Shipments tab in Vendor Central and find PO to locate ARN#) to the “”Customer Load Number””
6. Save
7. If a Fulfillment Notice Error and after you’ve made the above changes to the PO, click “”Queue for Retry””
When emailing the warehouse shipping instructions, make sure to provide them with the Retails for EACH line item so they can generate price stickers and affix to each individual item.
Return Authorizations
Returns Allowed: ☐ Yes ☒ No
If so, please explain any existing customer specific details to the Return Authorization process.
N/A