General Details
Customer Number(s): 43PAN
Orders Received: ☐ EDI ☒ Email ☐ Portal Import ☐ Fax
Ship From Location: Expeditors – Flower Mound, TX
Planned Ship Date: ☐ From Order Date* ☒ From Customer Ship Date*
☐ From Cancel Date* ☐ Day(s) of Week
☐ EDI Mapped Directly
*If “From” logic: ☒ Add 0 # days ☐ Subtract # days
Same Day Shipping: ☐ Yes Cutoff Time: N/A ☒ No
Ship Via: Customer Routing Guide – Freight Forwarder
Freight Code: Free Freight
Order Processing Schedule: Orders Received On: 1-2 times a year
Orders Released On: See notes in Customer Specific Process section.
Orders Shipped On: See notes in Customer Specific Process section.
Customer Contacts: Sales Rep: Angeles Ramdohr angeles@fyftoys.com
Damaged & Defective Terms: Customer will reach out once the goods are received and advise if any damaged items. If packed poorly, we will split or pass along the charge to Expeditors
Backorder/Partial Line Handling: Email Customer Contact ASAP to advise if short or OOS
Order Confirmation Requirements: Email Customer Contact BOL and Invoice
Changes/Cancellations to PO: Email Customer Contact
Holiday Schedule/Requirements: This customer usually only orders 1-2 times/year so just let them know prior to shipment if any 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.
Out of case pack quantity can arise if not initially caught – reach out to Customer Contact with options to round up or down on quantity.
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,
Orders received 1-2/year
1. Customer reaches out to Art 101 for catalog
2. Art 101 provides Customer with catalog
3. Customer sends Art 101 an Excel of commitment (items and quantities)
4. Art 101 reviews Excel and confirms or advises of any changes
5. Art 101 provides Pro Forma Invoice (PFI) and signed Commercial Agreement to Customer
6. Customer requests changes or approves PFI and then sends the order instructions
7. Art 101 emails Item Labels, Carton Labels, and label placements to Customer for approval (Make sure item labels are on the BACK side of the item – preferably in the bottom righthand corner)
8. Customer advises changes or approves labels and provides Freight Forwarder information
9. Art 101 sends order to 3PL
10. 3PL provides Art 101 with total cube for each item (you will have to convert to meters) and total cube overall.
11. Art 101 adjusts Packing List to reflect Meter cube and emails Packing List to Customer for approval
12. Customer approves Packing List
13. Art 101 arranges shipment via Transportation Insight (LTL ONLY) – If FTL, email Advantus approved FTL carriers
14. Once the order ships, Art 101 provides BOL to Customer
15. Art 101 emails Invoice Packet to Customer
DOCUMENTS
Pro Forma Invoice (PFI) – have an Excel template for this customer. Customer requires Total Cube per Line Item + Total Cube for entire order (MUST BE IN METERS – you will have to convert), Bill To, Ship To, Port of Loading, Freight, Terms, HT Tariff, Cost Per Unit, and Total Cost
Packing List – Include # Packages per line item, box count per line item, Quantity Shipped, Cubic Meter (CBM), Gross Weight (in Kgs), and Net Weight (in Kgs), Freight Forwarder address (aka Consignee)
Shippers Letter of Instructions (SLI) – have a template for this customer. Must include HTS code per line item, Quantity, Shipping Weight (in Kgs), Value per each item, and Freight Forwarder name and address
Item Content Labels – have an Excel template for this customer. Must be in Spanish, include customer name, address, and phone number and list of components in set
Item Content Label Placement – must provide a rendering of the label placement for each line item. Usually placed on the backside of the item in the bottom righthand or lefthand corner. Customer must approve placement PRIOR to shipment. They will ask for an ACTUAL photo of the label placement. Ask 3PL to label 1 single unit for each line item and send images to you to send to Customer Contact. Do this same process for the Carton Labels.
Carton Labels – have a PDF template. Advise 3Pl to fill in before shipping out order. Template must be approved by Customer PRIOR to shipment
Invoice Packet – email to Customer Contact once shipped. Packet includes: Packing List and Invoice. Make sure the Sold To lists Customer’s full name and address.
BOL – You will have to generate the BOL and email to 3PL.
F “Usually an error for “”Matched, Pending SO Valid Ship Via””
1. Under the Fulfillment Notice Errors to Resolve section in the Dashboard, Right click on the Eye/View icon and open in second tab
2. View the carrier in the Fulfillment Notice
3. Go to the SO and click “Edit”
4. Enter in the assigned carrier under “”Ship Via”” in the Shipping Information tab
5. Then under the Rating & Routing tab
Change the Routing Status to “”Confirmed””
– Enter Pickup Date
– Enter Appt Time
– Enter Pickup Date Reason as Customer update
-add the ARN # (go to Shipments tab in Vendor Central and find PO to locate ARN#) to the “Customer Load Number”
6. Save
7. If a Fulfillment Notice Error and after you’ve made the above changes to the PO, click “Queue for Retry”” fulfillment Notice Errors in NS
This customer is very particular so there can be quite a bit of back and forth. They will try to make it come across that the Item Content labels must be affixed to the actual item, however, since our products are shrink-wrapped, this is not possible.
Return Authorizations
Returns Allowed: ☐ Yes ☒ No
If so, please explain any existing customer specific details to the Return Authorization process.
Credit can be applied.