Coca Cola

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

Account Requirements:

Main account number:  Multiple

OMS/Manual: Conexiom/Ariba - Punch out

Time limit: 2 hours

Confirmation email needed: YES - confirm order in Ariba

Pricing Validation needed: NO

Backorders accepted: -

IBT's Accepted: - 

Multiple Invoices allowed: - 

Nam/Ram: Nam

Pricing File: -

Email Template: NO 

Email Contacts:  - 

Backorder Reports:  -

Shipping Info: - 

Notes:

Processing Manual Orders

This process ensures our records are accurate and that all teams have the information they need.

Enter the order manually: As you do, make sure to document any key details.

Add notes to Coupa:

In the notes section, include the following:

- The invoice number

- Any part number changes

- Any pricing differences

Update the Freshdesk ticket. Add the invoice number to the ticket notes. This helps our support team quickly find the order if a customer has a question.

Handle Canadian POs separately. If the order is for Canada, download the Purchase Order (PO) and forward it to Rick Grimmett via email. He handles all processing for Canadian orders.