XPO Coupa

Let's walk through the process for handling a customer like Xpo Coupa. They're a key account, so understanding this workflow is important.

Here is a simple breakdown of which tools you'll use to work these orders: 

Conexiom - Freshdesk  - OMS (Order Management System)

Account Requirements:

Main account number:  250100

OMS/Manual:  Manual -  Coupa

Time limit:  2hr

Confirmation email needed: Confirmation through Coupa

Pricing Validation needed: Yes - Only notify in Coupa

Backorders accepted: Yes

IBT's Accepted:  Yes

Multiple Invoices allowed: - 

Nam/Ram: Nam 

Pricing File:  - 

Email Template: No

Email Contacts:  - 

Backorder Reports:  - 

Shipping Info: -

Notes: 

When processing orders manually, ensure all details are accurately documented in the following systems:

• Coupa: Update the order with the invoice number, any part number modifications, and pricing differences.

• Freshdesk: Add the corresponding invoice number to the support ticket.

Special Handling: Canadian POs must be downloaded and forwarded to Rick Grimmett for processing.