Coastal

Let's walk through the process for handling a customer like Coastal.

Account Requirements:

Main account number:  156111, 144558, 5003519

OMS/Manual: OMS

Time limit: 2 hours 

Confirmation email needed: NO

Pricing Validation needed: YES, if any discrepancies

Backorders accepted: YES

IBT's Accepted: YES

Multiple Invoices allowed: YES

Nam/Ram: - 

Pricing File: - 

Email Template: -  

Email Contacts: -   

Backorder Reports: NO 

Shipping Info: NO

Notes:

Sometimes, an order will get stuck in DRAFT status because the part number is listed as "fleetpride," which means there's no actual part number. When you see this, here’s the process:

Forward the order to the branch. The person who handles this is typically Connie Allen at the SAR branch.

Include key details in your email. To help the branch process the order quickly, your email should include the following information:

- Account #

- PO #

- PO Price

- Quantity (QTY)

Update the order in the system. After you've sent the email, go back to the order. Leave a note explaining that you've forwarded it to the branch. Then, you can cancel the line from the order management system (OMS).