General Details
Customer Number(s): 02STAP
Orders Received: ☒ EDI ☐ Email ☐ Portal Import ☐ Fax
Ship From Location: 12Th Street, Complete
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: Open each order and select the LTL Rates. Change to lowest cost that is on Staples Preferred Carrier List
Freight Code: Free Freight
Order Processing Schedule: Orders Received On: Thurs
Orders Released On: Same Day
Orders Shipped On: Varies, see CSD/PSD
Customer Contacts: Tiffany or James at ADV II
Damaged & Defective Terms: Customer has D&D terms
Backorder/Partial Line Handling: Does accept backorders or partial lines. Contact Tiffany K to confirm to close line or keep on backorder.
Order Confirmation Requirements: N/A
Changes/Cancellations to PO: Tiffany K will advise
Holiday Schedule/Requirements: Tiffany K will advise
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.
Price variance failures – email: Maureen Sandoval
Out of carton qty: Email Tiffany K
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,
When orders come in, verify they passed validation and are filled.
Go to the customer record, click on “Open SO Lines Only”. This will open in a new tab. Export to Excel and filter for orders on hold. Highlight any lines that did not fill. Email to Tiffany K.
She will advise on how to handle the lines and will confirm to release.
Return Authorizations
Returns Allowed: ☐ Yes ☐ No
If so, please explain any existing customer specific details to the Return Authorization process.
N/A