Date post: | 22-Dec-2015 |
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Upload: | charlotte-russell |
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Turn In Paperwork To Order Processing
• How ever your current process works today. You just turn your completed package into your order process person.
Order is entered in E-automate
Finance Department generates Sales Order in eAutomate with the following information on it: • Equipment and accessories in the 1 .. 1.1 .. 1.2 parent / child format. • "Transaction Out" info. (In Custom Properties)• "Transaction In" info. (In Custom Properties)• Connectivity required or not. (In Custom Properties)• Date required if customer specific. (if ASAP then uncheck to
"Required Date" checkbox and no date will appear on Sales Order / Pack List / Pick Ticket.)
• Pickup items must be noted in the REMARKS tab. (i.e. PICKUP EQ# 99999)
• Additional items as needed. (i.e. stairs, after hours delivery, etc)
Warehouse Manager gets email
• Order Status automatically set to "OPEN" or "OPEN (Backordered)“
• CEO Juice will send out auto generated email to Warehouse Manager. (CEO JUICE ALERT ID#348)
Warehouse Confirms the Order
• Order Status set to "Warehouse" or "Warehouse (Backordered)“
• This is the way in which the warehouse confirms they have received the order.
• CEO Juice will send out auto generated email to Sales Person. (CEO JUICE ALERT ID#349)
Warehouse Stages the Products1. Warehouse adds supply items only to SO and associates them to the
equipment line item. (1, 1.1, 1.2… parent / child format)
2. Backordered items ordered from vendor and received into system.
3. When all equipment and supplies are available, Warehouse Manager will issue a Pick Ticket to the warehouse staff.
4. Serial numbers will be recorded and turned back into Warehouse Manager .
5. Equipment staged for make ready process in the shop with a copy of the Pick Ticket affixed the main piece of equipment.
6. Equipment will be "built" in the system by attaching all the accessories in the SO to the Equipment record.
7. Schedule shop by writing the job and due date on white board.
8. Sales Order Status changed to "SCHEDULED". Scheduled dates are estimated delivery date only. Actual delivery date will be set when status is changed to "Ready“
9. CEO Juice will send out auto generated email to Sales Person. (CEO JUICE ALERT ID#351)
Equipment is Ready1. Equipment is made ready for delivery by shop technicians.
2. Equipment checklist is filled out. Equipment checklist is returned to production control with copy of Pick Ticket. Schedule the Equipment Delivery, Training and IT if applicable in Dispatch Console. Email is auto generated to sales person and training department. Assign driver / tech, call type, priority. Confirm equipment address matches the delivery address and change if necessary. Verify contact information is the same as on the Sales Order. Schedule Due By Date and Time for drivers and tech. Enter date for Trainer and place of
"Training" hold.
3. Change Due By Date in Sales Order to reflect to delivery date. This the estimate Delivery date for the equipment.
4. Add Delivery Date and Time to Remarks section of Sales Order so that it prints on emails to sales reps and managers. (This is so a time is recorded)
5. Sales Order Status changed to "READY“
6. CEO Juice will send out auto generated email to Sales Person with delivery date and time. (CEO JUICE ALERT ID#352)
Delivery Staging Part 1
1. When item is ready to be delivered "Ship" the item in EAutomate.
2. Sales Order status will be changed to "READY (SHIPPED)" automatically in EAutomate. This causes all the equipment to be moved to an unavailable bin called “Shipped” and removes the need to create sales pending bins. Equipment will be allocated to the sales order
Note: NO EMAIL WILL GO OUT AT THIS TIME. THIS IS A SYSTEMATIC SHIP. THIS DOES NOT MEAN THE ITEM HAS BEEN DELIVERED. A LATER STATUS OF DELIVERED WILL INFORM ALL PARTIES WHEN THE EQUIPMENT HAS BEEN DELIVERED
Delivery Staging Part 2• Create Service Call for Delivery
– Make sure to have an install or delivery call type– Schedule the call for the day and time of delivery.
• Each Driver will need to be setup as a technician and requires a Remote Tech Login and License
• Print Service Call using custom report "CEO JUICE CALL DELIVERY TICKET" (ID425)
• Check off appropriate boxes for Transaction In / Out. (To be manually copied from Sales Order) – Image of form below.
• CEO Juice will send out auto generated email to salesperson informing him, driver has a delivery. (CEO JUICE ALERT ID# 266)
Delivery Day• Give driver copy of Delivery Ticket(s) with run up sheet attached.• Driver uses Remote Tech to dispatch himself to the delivery.• CEO Juice will send out auto generated email to sent out to salesperson informing
him driver has dispatched to the delivery. (CEO JUICE ALERT ID# 266)• When driver arrives at location he uses Remote Tech to "Arrive" at delivery.• Driver delivers the equipment and makes note of the meter read on the delivery
ticket. Attach any supporting documents to back of packet. Meter reads must be wrote on Delivery Ticket.
• Customer signs copy deliver acceptance or equipment release depending on work being preformed.
• Driver makes a copy of Delivery Ticket only and gives copy to customer.• Driver uses Remote Tech to close delivery. Meter must be entered in order to
close a call.• CEO Juice will send out auto generated email to sent out to salesperson informing
him driver has completed the delivery. (CEO JUICE ALERT ID# 266)
Finish the Process
• When possible driver faxes a copy of the delivery paperwork to Order Process Department at XXX-XXX-XXXX
• Driver returns Delivery Ticket and all supporting documents to Warehouse Manager.
• Warehouse Manager Reviews for accuracy.• Sales Order Status changed to "DELIVERED"• CEO Juice will send out auto generated email to Delivery
Group. (CEO JUICE ALERT ID# 353)• Documents are scanned to Trenno (Document
Management).• Documents are returned to Order Process Department.