General Details
Customer Number(s): 01GLOB
Orders Received: ☒ EDI ☐ Email ☐ Portal Import ☐ Fax
Ship From Location: 12th Street
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: Click or tap here to enter text. ☒ No
Ship Via: Whatever is listed on the PO
Freight Code: Third Party Billing
Order Processing Schedule: Orders Received On: As received
Orders Released On:As received
Orders Shipped On: As received
Customer Contacts: vendorservice@globalindustrial.com
Damaged & Defective Terms: N/A
Backorder/Partial Line Handling: N/A
Order Confirmation Requirements: N/A
Changes/Cancellations to PO: N/A
Holiday Schedule/Requirements: CN/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.
Had a shipping account error 1 time. Nothing else.
Customer Portal Process: If customer has portal, please detail when and how it is used in the order process.
Please see below for customer portal process.
Customer Specific Process: Please outline any unique processes performed for this customer by Advantus. (Examples: Optional fields valued with specific data,
N/A
Return Authorizations
Returns Allowed: ☐ Yes ☐ No
If so, please explain any existing customer specific details to the Return Authorization process.
N/A
Order Process
STEP ONE: Check Internal account notes
- Check internal notes for the order.
- Third Party Billing – indicates the account # for UPS, FedEx, etc. and carrier method.
- NFI Trucking- indicates additional steps for releasing order.
STEP TWO: Updating Portal and Downloading Packing Slips
- Web Address: https://vp.globalindustrial.com/sps/login/loginActionCookie.action?flagSellerOrVendor=N
- Username: afowler16@adu > Password: Adv@ntus11
- Select Order Status > Drop Ship.
- Enter SO# from Netsuite in the Reference # column on the portal > Save Information on Portal (Ensure the PO# from portal corresponds with the SO# you are attaching once saved we are unable to update unless we go through the customer’s IT Dept.)
STEP THREE: Downloading Packing Slips
- Click blue hyperlink PO# on portal.
- Select Download Packing Slip.
Save the file to Customer Service>Team Folder>Charles C>Accounts>01Glob>Packing Slips>month and save as Global Packing Slip 20XXXXXX. (Use the Order# off the PO)
Attach the Packing Slip (PO from Portal) to the NS order under Customer Packing List.
STEP FOUR: Sending NFI Trucking Email to Release Order (ONLY)
- Transactions > Custom > Sales Order Manager- CS > Enter Customer – 01GLOB > Enter Customer PO or Order Range Start and End.
- Change Ship Via to Customer Routing Guide-Pallet.
- Select Order> Export to Excel Copy Excel graph > Email 12th ST Shipping and Jason Field > Email Template Below:
Hello,
I have released this order for 01GLOB to ship out by 6/3/22. Please be advised that this order has been released as CRG-Pallet from the E-com building.
| CUSTOMER | CUSTOMER NAME | ORDER # | PO | ORDER DATE | CUSTOMER SHIP DATE | PLANNED SHIP DATE | LOCATION | SHIP TO | # OF LINES | TOTAL QUANTITY | COMMITTED | TOTAL AMOUNT | STATUS | VALIDATION STATUS | ALLOCATION STATUS | APPROVAL STATUS | RELEASE STATUS | HOLD NOTE | HOLD REASON | NOTE (Internal) | SHIP VIA | FREIGHT PAY CODE | COMMITMENT PRIORITY DATE |
| 01GLOB Global Equipment Company Inc | 01GLOB | 8239574 | JN24055730 | 6/1/2022 | 6/10/2022 | 6/3/2022 | FORT AMANDA SPECIALTIES | 12th Street : E-Com Building | 1 | 1 |