| Step | Action |
|---|---|
| 1 | Customer Service receives orders via email.
|
| 2 | Click HERE or copy and paste the following into your web browser: https://system.netsuite.com/downpage/US/netsuite.html
|
| 3 | NS Path 1: NetSuite > Transactions Tab > Sales > Enter Sales Orders
NS Path 2: NetSuite > Under the Fast Access Links Portlet, click the Enter SO link. NS Path 3: NetSuite > Click the Shortcut Icon in the upper right > Click Sales Order
|
| 4 | Create Sales Order |
| 5 | Select ADV – Custom Dec for CUSTOM FORMS. Select CUSTOMER from the list. Unless otherwise specified, enter the CUSTOMER SHIP DATE as 7 business days from the order entry date. Enter PO #. *Note: If PO # is not provided, PO number should be the name of contact, company abbreviation, and date of order – Don Toner > DTonerCAPA 04242023
|
| 6 | Ensure SHIP TO ADDRESS BOOK and SHIP TO fields are correct.
|
| 7 | Enter ITEM, QUANTITY, and PO UNIT PRICE.
PO UNIT PRICE is the cost of the item plus the cost of the logo. Names or Initials are $3.50 ea. Names (or Initials) and numbers are $6.00 ea.
|
| 8 | If there is a Digitizing fee, key in ITEM – Setup Fee – ML at $50.00/ per logo.
|
| 9 | If there is a logo that needs to be edited, key in ITEM – Logo Editing Fee – ML at $20.00.
|
| 10 | Click the Communication tab and then Messages. From the dropdown menu, click Thank you for your Business.
Billing Only
|
| 11 | In the CUSTOMER MESSAGE field, enter the price for each item, logo, name Or initials, etc. Click Save. Click Approve.
|
| 12 | Create Work Order |
| 13 | Once the order is approved, a Work Order will be generated. Click the hyperlink under Create WO.
|
| 14 | Click Edit. Update PRODUCTION END DATE to reflect the day prior to shipping date. Edit REQUESTOR to Barbara Dunahugh.
|
| 15 | Enter WORK ORDER INTRUCTIONS and NOTES (INTERNAL).
|
| 16 | Drag and drop the info sheet, proof(s), and (names, initials, numbers) spreadsheet if applicable into the WO.
|
| 17 | Verify QUANTITY is correct. Delete the two Custom Embroidery line items that do not reflect the quantity being ordered.
|
| 18 | Add ITEM by selecting List. From the dropdown, select Other Charge and click Custom Name fee – ML. Enter the Quantity and Click Save.
|
| 19 | Send an email to designated Inventory Specialist (Collin Smith), cc’ing John Pradella – VP of Sales (or whomever sent in the order) and Barbara Dunahugh – Senior Inventory Analyst to let them know the Work Order is ready.
|
| 20 | For orders other than Logo Only, Robbie (Creative Owner) requires documentation in the below spreadsheets which are locate HERE. Shared (S:) > Customer Service > Custom Dec
|
| 21 | Track orders in the worksheet located HERE. Shared (S:) > Warehouse > Shawland > Customs
|
Custom Décor Orders
Updated on October 11, 2023