General Details
Customer Number(s): 46HOB
Orders Received: ☐ EDI ☒ Email ☐ Portal Import ☐ Fax
Ship From Location: Shawland H-I, 12th Street (CLI), Complete (Outside Domestic)
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
PSD must be between cancel date and order date and is flexible. Usually released once order allocates (10 days out) and communicated to customer when confirming order.
Same Day Shipping: ☐ Yes Cutoff Time: N/A ☒ No
Ship Via: Customer Routing Guide
Freight Code: Collect
Order Processing Schedule: Orders Received On: Any day
Orders Released On: Any day
Orders Shipped On: Any day
Customer Contacts:
Jennifer Mulcahy (Jennifer.mucahy@hobbylobby.com) – buyer: Melissa Chase & Sauny Shedeck; Amy Conway (amy.conway@hobbylobby.com) – buyer: Stephanie Sheltman & Stephanie Wright; Ginger Hinshaw (ginger.hinshaw@hobbylobby.com) – buyer: Wendy Jones
Damaged & Defective Terms: N/A
Backorder/Partial Line Handling: Sauny Shedeck is the only buyer who accepts backorders
Order Confirmation Requirements: Confirmation required within 24 via reply to original PO email with PSD estimate
Changes/Cancellations to PO: Emailed to Laura Gist and buyer
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.
N/A
Customer Portal Process: If customer has portal, please detail when and how it is used in the order process.
Customer Specific Process: Please outline any unique processes performed for this customer by Advantus. (Examples: Optional fields valued with specific data,
Fill out import template: S:\Customer Service\NetSuite\Documentation\46HOB Order Import Template.xlsx
General data is pre-filled, add in order specific data. Everything in the green columns will be the same for every order line. So fill out the top line and then copy and paste in the other lines.
If the customer PO doesn’t contain a cancel date, use the ship date in this field as well.
Include the buyer name in the Internal Memo column.
Make sure to include customer item numbers.
Make sure proper prefixes and dashes are used in the Advantus.
How to upload:
Go to https://5050497.app.netsuite.com/app/common/custom/custrecordentry.nl?rectype=1494 to create a new scripted import or type “new scripted import” in Global Search to find the page:
Choose Import Type = Sales Order.
Drag the CSV to the drop folder on the form.
Once it finishes uploading, press Save.
You should get an email when it finishes importing.
Select the correct setting for ‘Close Unfilled Lines’ based on buyer preference:
No=Sauny
Yes= everyone else
Approve Sales Orders.
Validation Failures
Visit the Validation Failures quick link to address any validation failures.
Allocation
Sales Orders with a PSD within the next 21 days will allocate via the schedule. No force allocation.
After a new SO is created, check against Large Order as a Percent of Forecast Placed, 46HOB to see if the Hobby Lobby quantities are too large and need approval from SCM Buyer to proceed. If no issues, no further action needed.
We are not going to allow inventory to be forced because at worst we are releasing 5 days before the ship date and if inventory isn’t available by then we are not going to trust it will arrive in time.
Line Status Report
Every Monday, refresh and complete the steps in the Allocation section.
Order Line Status, 46HOB
On the exported Excel file delete all columns except:
Buyer
Cust PO #
Order Date
Cancel Date
Item
Cust Item #
Description
Line Note
Original Order Qty
Qty Left to Ship
Format as shown below and send to Laura G & Laura R.
Changes to Sales Orders
If you need to force quantity, make sure the ordered quantity is what you need it to be and then change the commit drop down to Complete Qty.
If you need to ship a partial quantity for a buyer that allows backorders (Sauny), add a new line and revise the quantity for each line to match the split.
If you need to ship a partial quantity for a buyer that does not allow backorders, revise the quantity to match what you can ship.
If you need to change the ordered qty, make the change on the SO form or SO Line Manager.
If you need to close a line, mark as closed on the SO form or SO Line Manager.
If you need to re-allocate quantity from a reservation to the SO, use Re-Allocate Items screen.
If you need to manually commit, use the Commit Orders screen.
Release
Once all SOs have been adjusted, release the orders via the SO Manager or on the SO form. Email Order Management at the location and let them know of any order exceptions (ex: pending transfers from UA, items on incoming ADV POs/containers, and force allocations). Orders must be released 5 days before the ship date.
SHW: 12th Street Shipping cc: Laura G & Laura R
Outside: Direct Ship cc: Tiffany, Laura G, Laura R
Return Authorizations
Returns Allowed: ☐ Yes ☐ No
If so, please explain any existing customer specific details to the Return Authorization process.
Returns handled on case-by-case basis with Laura Gist and Account Manager