- Verify the orders are approved, allocated and passed validation.
- If an order did not pass validation, verify the reason and notify Tiffany K.
- Go to the customer record, select Open SO Lines Only and export to excel.
3. Filter the excel sheet to show the open orders / orders from that day.
4. Send to Tiffany K to confirm before release.
- Tiffany will let you know if any lines need to be closed or marked as “do not commit” or marked “complete.”
5. These orders ship prepaid, meaning we have to select the carrier.
6. Open each sales order and click on LTL Rates.
- Update the Ship Via to the cheapest option for LTL.
7. Release to the warehouse, sent a release email.
- From SO Manager, click the “export to excel” button. Copy that sheet into an email to send to the warehouse.
Extra Notes:
- This account does accept back orders.
- There is no set schedule on when we receive orders, just watch the EDI Range email.
- Orders ship from 12th (12thstshipping@advantus.com) and Tuf-tite (directship@advantus.com). Use the emails above to release to and copy Tiffany K and Virginia A.