This process will currently be used for Hobby Lobby, Spirit/Spencer’s, QVC, Container Store and Tuesday Morning.
Purpose: These customers require their item number be used on documentation associated with their Sales Orders. They do not order via EDI, which would populate this data, so it must be manually maintained.
*Note- This process will identify customer item numbers that are missing in NetSuite. There is also a possibility that the customer has provided a new/different item number for an item that they’ve previously purchased under a separate item number. Since NetSuite has no way of catching these occurrences, Customer Service will need to check the item number provided on the PO against the customer item number listed for each item in NS. (If applicable) The Customer Item Number can be found below on the Sales Order.
If the customer item number on the PO does not match the customer item number listed on the item line, Customer Service will need to provide this information in the e-mail sent to the Sales Admin; referenced later on in the process.
For items that are missing a Customer Item Number- Customer Service has a Reminder on their dashboard that displays Sales Orders missing Customer Item Details. Sales Orders will appear here after they are validated and it is found that one or more items is missing the Customer Item Details.
Customer Service will send the list of items missing the Customer Item Details and a copy of the PO to the Sales Admin.
The Sales Admin will enter information on the Customer Item Detail record and email Customer Service when it is complete.
The Customer Account Rep will click the ‘Refresh SO Item Data’ button in the Sales Order. This will pull in the newly entered data.
Once refreshed, Customer Service can proceed with the order as needed.