General Details
Customer Number(s): 01STL
Orders Received: ☒ EDI ☐ Email ☐ Portal Import ☐ Fax
Ship From Location: 12th St
Planned Ship Date: ☐ From Order Date* ☐ From Customer Ship Date*
☐ From Cancel Date* ☒ Day(s) of Week
☐ EDI Mapped Directly
*If “From” logic: ☐ Add # days ☐ Subtract # days
Same Day Shipping: ☐ Yes Cutoff Time: N/A. ☒ No
Ship Via: FedEx or ARG depending on Weight
Freight Code: Prepay and Add FFM of $1000
Order Processing Schedule: Orders Received On: Tuesday, Wednesday, Friday
Orders Released On: Tuesday, Wednesday, Friday
Orders Shipped On: Tuesday, Wednesday, Friday
Customer Contacts: Keetae Kim keetae.kim@staples.com
Damaged & Defective Terms: N/A
Backorder/Partial Line Handling: Backorders allowed, ship with that locations orders when the next batch of orders arrive
Order Confirmation Requirements: N/A
Changes/Cancellations to PO: 860’s are issued
Holiday Schedule/Requirements: N/A
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.
If there is a price variance (Enforce system price) or an item ordered out of MOQ reach out to Nick and he will advise and issue an 860.
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,
Orders arrive Tuesday, Wednesday, and Friday to ship the following Tuesday, Wednesday, and Friday.
Orders have a release deadline of 2PM.
When orders come in filter the Sales Order Manager (SOM) to look at orders for 01STL submitted with that day’s order date for that day’s location. To find the orders for that day’s location enter the associated NS Location ID under the Ship To Address field. The location ID’s can be found Below:
Tues- 8816, 8839, 8843, 8810, 8846, 8845, 8828, 8829, 8823
Wed- 8841, 8812, 8813, 8844, 8822
Friday – 8817, 8815, 8819, 8831, 8821, 8840, 8834, 8833, 8830, 11355
Check to make sure all orders passed validation and that they are shipping with Free Freight. If there is an issue with the order that requires changes or if there is an order below the FFM reach out to the Staples, contact to have them advise.
If all orders have passed validation and are shipping with Free Freight, then remove the filter on the SOM for the order date and add a filter to search for orders on Hold. Also add the filter for Yes under the Has Committed field.
This should give you the full list of orders being released that day. Once you have this list Export it to Excel. Delete Columns A, H-J, I-Q, and K. Add under Column M “Adjusted Ship Via”. Filter Column K Address Code) from smallest to largest. From here look at the combined weight of the orders for each location to determine if they should ship via FedEx Ground or ARG.
- Ex: If there are 4 orders for location 684 and the total weight on each order is 100 lbs, that means the total weight for the location is 400 lbs and all orders need to have a Ship Via of ARG – Pallet.
I will color code the locations on my Excel file to make it easier for calculating ship via’s for each location.
Once all of the orders have had their ship via adjusted you will also need to adjust the PSD of the existing backorders that are shipping to match the PSD of the new orders.
Once all the orders have had their Ship Via and PSD adjusted, they can be released through the SOM.
Return Authorizations
Returns Allowed: ☐ Yes ☐ No
If so, please explain any existing customer specific details to the Return Authorization process.
N/A