General Details
Customer Number(s): 02CHEW
Orders Received: ☒ EDI ☐ Email ☐ Portal Import ☐ Fax
Ship From Location: Gun Club Road
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: If under 300lbs, ship FedEx Ground. If over 300 LBS select lowest cost LTL rate.
Freight Code: Free Freight
Order Processing Schedule: Orders Received On: Thursday
Orders Released On: Same Day
Orders Shipped On: Friday, next day
Customer Contacts: Reach out to Tiffany or James with ADV II
Damaged & Defective Terms: N/A
Backorder/Partial Line Handling: Does not accept backorders or partial lines. Contact Tiffany K to confirm to close line.
Order Confirmation Requirements: N/A
Changes/Cancellations to PO: Tiffany K will advise
Holiday Schedule/Requirements: Tiffany K will advise
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.
Price variance failures – email: Maureen Sandoval
Out of carton qty: Email Tiffany K
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,
When orders come in, verify they passed validation and are filled.
Go to the customer record, click on “Open SO Lines Only”. This will open in a new tab. Export to Excel and filter for orders on hold. Highlight any lines that did not fill. Email to Tiffany K.
She will advise on how to handle the lines and will confirm to release.
Send a release email to the warehouse.
Return Authorizations
Returns Allowed: ☐ Yes ☐ No
If so, please explain any existing customer specific details to the Return Authorization process.
N/A