General Details
Customer Number(s): 02BUR
Orders Received: ☒ EDI ☐ Email ☐ Portal Import ☐ Fax
Ship From Location: 12th
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: Varies
Orders Released On: Varies
Orders Shipped On: CSD/PSD
Customer Contacts: Email Tiffany K or James Wagor with questions
Damaged & Defective Terms: N/A
Backorder/Partial Line Handling: Does not accept partial lines or backorders. Confirm with Tiffany K or James W before release
Order Confirmation Requirements: N/A
Changes/Cancellations to PO: Confirm with Tiffany K or James W before cancel
Holiday Schedule/Requirements: Tiffany K or James W 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.
Pricing, Email Maureen Sandoval if pricing needs to be updated.
Out of case qty: Email James W or Tiffany K to confirm qty to adjust to
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,
The orders come in via EDI, ship dates can be same week or months away. When orders come in, go to the customer record, select “Open SO Lines Only”, this will open to a new tab. Export to Excel. Filter for orders on hold or new orders and send to Tiffany K and James W. They will advise when to release.
Since some of the orders have ship dates that are far out, there is a report that comes out every Monday, called the Empire Report that has a list of orders that have a PSD within the next 10 days. This report can be found by searching in NS Order Line Status, Empire: Results.
Return Authorizations
Returns Allowed: ☐ Yes ☐ No
If so, please explain any existing customer specific details to the Return Authorization process.
N/A