General Details
Customer Number(s): 46WLM
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 # days ☐ Subtract # days
Same Day Shipping: ☐ Yes Cutoff Time: N/A ☒ No
Ship Via: Customer Routing Guide
Freight Code: Collect
Order Processing Schedule: Orders Received On: Monday, Wednesday
Orders Released On: Tuesday, Thursday
Orders Shipped On: CSD/PSD
Customer Contacts: All communication goes thru Walmart portal.
Damaged & Defective Terms: Customer has D&D allowance
Backorder/Partial Line Handling: No backorders, lines must ship in full. If line does not fill, close in NS and submit closure in NOVA.
Order Confirmation Requirements: N/A
Changes/Cancellations to PO: Must be submitted in NOVA
Holiday Schedule/Requirements: Quarterly spreadsheet sent to WM with holiday closures
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, check the reminders from the home screen for any pricing issues. Click the link to open the report. The 0 showing in the example below is not correct, it will always say 0. Must open the link to view any price variances.
Customer Portal Process: If customer has portal, please detail when and how it is used in the order process.
Retail Link, log in and select apps at the top, search NOVA. This is where you will find a template to download and fill out to close lines that did not fill. Compliance can set up a log in if you do not have one.
https://retaillink.login.wal-mart.com/login
Customer Specific Process: Please outline any unique processes performed for this customer by Advantus. (Examples: Optional fields valued with specific data,
Orders come in, confirm they are allocated.
Use saved search: Walmart Order Review: Results to pull a spreadsheet. This is saved under a new tab for each new set of orders on the 46WLM CS WalMart Orders Summary 2023. (Shared-Customer Service-Team Folder-Kristen H-Walmart-46WLM CS Weekly Orders Summary-Walmart Orders Summary-46WLM CS Walmart Orders Summary 2023). I start a new spreadsheet each year and add new tabs for each day’s orders.
Next, open the saved search: Sales Order Line Qty Review, Walmart: Results. Export to excel and filter for the orders you need, deleting all other lines. Delete all columns except Item, Qty Ord, Qty Com, Qty Bk. Click insert, and pivot table. A pop up will show, just click ok. Drag item to Rows, Qty Ord, Qty Comm, Qty Bkrd all go to values. Change the values from count to sum for all 3, by clicking the arrow next to it, click value field setting, and then select sum. Once you have the pivot table, copy and paste it into a new spreadsheet for Tuesday. If it is Thursday, create a new tab and add it to the existing spreadsheet. Be sure to use the paste 123 (right click and select under paste options the one that shows a clipboard with the numbers 123).
Add two columns after the item number. This will be for the customer item number and description of the item.
From the previous week spreadsheet, complete a VLOOKUP so fill in the information that is missing for customer item number and description. You can also copy and paste the header for the columns from the previous week sheet as well.
If everything filled and there are no backorders, you can release the orders. Send an email to 12th street that you have released the orders.
If there are lines to close, use SO Line Manager to set the lines to Do Not Commit and Closed. You will then need to close the lines in Retail Link / NOVA to notify Wal-Mart of the closure. Log into Retail Link, click on filter apps, type NOVA and click the link
Click on Template to download the Template. This will open a zip file, click on Order Maintenance Template. Enable editing on the spreadsheet that opens. When closing lines, you would use the tab that says cancel and reactivate line. The Edit Reason will depend on why we are closing the line, typically it will be no product availability, supplier. The order # is the PO#, Item Number is the customer item number for the item we are closing.
Once the template is completed, you will upload it using the order maintenance link (highlighted above). Drag and drop the file, click enrich at the bottom. If nothing fails, you will then be able to click submit.
Once the lines are closed in NS and in NOVA, you can release the orders.
Return Authorizations
Returns Allowed: ☒ Yes ☐ No
If so, please explain any existing customer specific details to the Return Authorization process.
Returns are rare, confirm with manager for process