Essendant Direct Import

Customer Number: 06ESSVIC

• Vendor documents will be send via email (invoice and packing list).
• Bank presenations are submited on Wells Fargo’s portal.

Freight Forwarder (FF) Documents

Creating the FF Documents

• Fulfill the sales order (mark picked)
  • Measurement and weights must be completed
• Print CI, PL, Beneficiary Statement and Statement of Origin
  • Save on shared drive
  • S:\Direct Import\Essendant\[PO number]
  • File name format: CI – xxxx (xxxx = PO number)
• Combine documents into 1 PDf file
  • File name format: Docs – xxxx (xxxx = PO number)

Emailing the FF Documents

• Email documents to FF
  • TO: kyle.xue@lns.maersk.com
  • Documents
    • CI
    • PL
    • Beneficiary Statement
    • Statement of Origin

• On the Direct Import Tracking, Open saved search in NetSuite, update the FF Docs column with the date the docs were being emailed to the FF.

Complete Item Fulfillment

• Mark item fulfillment packed
• Mark item fullfillment shipped (only if CRD has arrived)

Bank/Customer Documents

Submit presenation on portal

• Once you’ve received the original FCR, the bank presenation can be submitted
  • Multiple POs can be submitted on one presenation
• Log into the Wells Fargo CEO portal
  • Company ID: AVANT427
  • Username: RODRS277
• Select Trade
• Select Workdesk
• Select New
• Select Presentation- Export Open Account

• Click on the magnifying glass next to the Buyer Name

• Select STIC

• In the Presentation Information section, enter the following
  • Presenter Ref = today’s date (format: DDMMMYY)
    • Example: 08SEP22
  • Tenor Event Type = After Invoice Date
  • Tenor Number of Days = 120
  • Tenor Event Date = most recent invoice date
  • Bill of Exchange Date= most recent invoice date

• Select Save (top of page)
• In the Invoice Details section, click Add
• Enter the following
  • Invoice number
  • Invoice amount
  • Invoice date
  • PO Reference = PO number
• Select Save
• Select Close
• In the Attach Documents section, drag and drop FF documents and original FCRs into Select File(s) section

• Select Save
• Select approve
• On the Direct Import Tracking, Billed saved search in NetSuite, update the following fields
  • ADV Ref = Presenter Ref
    • Example: 08SEP22
  • Bank Date = date the presenation was submitted