General Details
Customer Number(s): 45EDU
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: Advantus Routing Guide – Pallet
Freight Code: Prepaid and Add
Order Processing Schedule: Orders Received On: Average of 2-4 orders per year
Orders Released On: See Customer Specific Process section.
Orders Shipped On: See Customer Specific Process section.
Customer Contacts: purchasing@er.email
Damaged & Defective Terms: Chargebacks can occur – issue a credit
Backorder/Partial Line Handling: Before signing and approving order, email Customer Contact
Order Confirmation Requirements: Must sign and email back PO to Customer Contact
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, so email Customer Contact and provide them with the nearest full case pack
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,
Note for UPS Ground orders: Email 3PL the orders shipping via UPS account # F605B4 and the Freight Code: 72000-295-30 – Freight Out – Art101
1. Art 101 receives order via email
2. Art 101 reviews and approves order via email to Customer Contact
3. Art 101 enters PO in NS and approves and releases order to batch
4. In the batch email, inform the warehouse to provide the dims and weights
5. Once provided the dims and weights, route the order in Transportation Insight – usually go with the lowest cost
6. Art 101 generates a Prepaid BOL and email back to warehouse along with carrier information
7. 3PL arranges pickup with carrier
Fulfillment Notice Errors
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””
Return Authorizations
Returns Allowed: ☐ Yes ☒ No
If so, please explain any existing customer specific details to the Return Authorization process.
N/A