General Details
Customer Number(s): 04SNE
Orders Received: ☒ EDI ☐ Email ☐ Portal Import ☐ Fax
Ship From Location: 12th St (Occasionally SHW H-I)
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: ARG-Pallet or UPS Ground (depending on the order amount)
Freight Code: Prepay and add below $1000
Order Processing Schedule: Orders Received On: No set day
Orders Released On: Once order has validated and committed.
Orders Shipped On: Customer Ship Date provided on PO.
Customer Contacts: Nate Brunner Nathan.Brunner@schoolspecialty.com Egan Ryan Ryan.Egan@schoolspecialty.com
Damaged & Defective Terms: N/A
Backorder/Partial Line Handling: Yes
Order Confirmation Requirements: Auto SOA set up
Changes/Cancellations to PO:N/A
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.
CLI items can have UOM, MOQ issues – reach out to the customer with the required updates needed.
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 are placed via EDI
- Verify Freight Pay Code
- If less that $1,000.00 Customer pays the freight. Change to 3rd Party UPS Gr and put in the correct account number as shown here. 047E6W if ships to Distribution Center or R9137F if Drop Shipping.
- Orders are released after verifying the following:
- Pricing – Erin /COP Marketing/CLI Marketing will confirm and advise regarding any price variances.
- Case Quantity – If needed fix on the Order and advise School Specialty
- Email any issues (pricing, B/O, or case qty) to Nate or Egan (shown above).
- Hold order until customer acknowledges required revisions.
After the order has been revised, you can release.