Accounts: 401NEX
Customer Account Manager: Candace Mickler
Sales Account Manager: Teresa Carlson
Order Processing:
1. Open Sales Order Manager- Customer Service
2. Filter by:
- Parent Customer: NXM [NEXCOM]
- Release Status: Hold
3. Check for partially filled lines (See Special Case Scenarios on last page).
4. Check for a failed Validations (See special case scenarios on the last page).
5. Releasing the Order: As long as the order has filled Completely (the Status will say Full), it has passed Validation, and is Pending Fulfillment, the order is all set to be released. You may select up to 25 orders at a time and release them.
**Once the order Release has been completed, you’ll need to send an order release email to SHW Order Management and Robert Renzelman.**
6. Remain in Sales Order Manager- Customer Service
7. Filter by:
- Parent Customer: NXM [NEXCOM].
- Release Status: Released.
- Order Date: Filter the orders that you are working on.
8. Once you have selected the appropriate filters and date range, click the Apply Filters Button.
9. Once the data loads, click the Export to Excel button and open the file.
10. Delete Columns A, E, I-J, M-S by selecting them and holding down Ctrl, (-).
11. Select all data by clicking the triangle button in the top, right-hand corner of the spreadsheet and center it.
12. Highlight all data and put it into a new Order Release email for OM and the WH.
Special Case Scenarios:
3. Check for partially filled lines:
- If you see that an order is only partially filled, open the order up and send the out of stock or partially filled line item to Teresa Carlson and await further instructions. If she tells you to zero it off of the order, in order edit mode, change the commit value from Available Qty to Do Not Commit and be sure to check the Closed box. If that is the only edit needed on the order, click Save, and click Release.
- If she tells you to ship what is on hand, change the qty of the line item, save, revalidate, and release. TERESA WILL TELL YOU WHAT TO DO AND HOW TO ALLOCATE!
4. Check for Failed Validations:
- For Address Issues – Manually Override.
- For Case Pack Issues – Send the Item Number, PO number, and Store Name to Teresa Carlson and await further instruction. She will likely need to change the qty on the order to be within case pack. Once the buyer writes her back that the qty has been changed, you may change it on the orders, save and release to the WH.
- For Price Variances – Send the Item Number, PO Number, PO Price, and System Price to Teresa Carlson and someone (TBD) in marketing and await further instructions on how to proceed.