General Details
Customer Number(s): 01WBM
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: Advantus Routing Guide – Pallet or UPS Ground
Freight Code: Prepay and Add Below $1,000. Bill customer for Freight if not free.
Order Processing Schedule: Orders Received On: No set schedule
Orders Released On: Once orders have been committed and validated.
Orders Shipped On: 2 business days after release.
Customer Contacts: Katherine.Nastari@wbmason.com; Kristen.Cotton@wbmason.com
Damaged & Defective Terms: N/A
Backorder/Partial Line Handling: Accepts B/O, Lines must be in full
Order Confirmation Requirements: Auto send Sales Order Acknowledgement is set up.
Changes/Cancellations to PO: will come from the point of contact for this customer.
Holiday Schedule/Requirements: None
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.
Pricing, UOM, OOM issues (usually related to Charles Leonard items)- review item/pricing to ensure we do not need to do UOM conversion. Once verified, send customer any issues that need to be corrected.
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,
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
- Orders come in via Email.
- Enter orders into NS with Ship dates +2 from order date.
- If under $1,000 change Freight Code to ‘Bill customer for freight’
- If there are any issues with the order, email the contact.