Averitt

Let's walk through the process for handling a customer like Averitt. 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:  105960

OMS/Manual: Manual

Time limit:  1 hour, Emails take priority. Memphis/Knoxville TN needs it out first thing in the morning NCR GA order same thing.

Confirmation email needed: Confirm order was received and confirm with invoice number. If there is something not in stock, email the person who sent in the order that we do not have the part, DC does, or findan  alternate part number to offer. Send this now would you like to be notified when part is received in. One invoice per PO. (Do IBT, save email and check on it until it's in branch. Parts are in can you send pme a new PO?) Branches may fail on their side, where is this order, ask branch for order. They'll let you know it's been delivered, ask for a signed POD. 

Pricing Validation needed: No

Backorders accepted: No backorders

IBT's Accepted: Ask first, if it's accepted, only on the original ticket due to no backorders. 

Multiple Invoices allowed: One invoice per PO, credits need a new PO cut. 

Nam/Ram: Jeff Roberts

Pricing File: No, but cross refences in iSeries

Email Template: No

Email Contacts:  Eddie Dimas, John Haggard, AE Express/ others use their own emails.

Backorder Reports: Check IBT's daily, once in, deliver complete 1 invoice per PO.

Shipping Info: - 

Notes: 

Most locations credit cores up front except RCH and MEM. 

When the customer send P/N KITOTR4707QBLU, substitute for P/N XKOTR4707QBLU

Averitt never uses a PO# twice. We can only use a PO# once, this includes credits. This means that we need a new PO# for credits, and parts you brought in. 

Always inform Averitt of shortages and options to bring them in. 

If we communicate with Averitt and be upfront with them. Everything should be fine. They just want to know so they can determine if they need to go a different route. 

When they need us to bring a part or parts in from our DC. I’ll create a pick ticket, save it as a quote. Then check every day to see if the parts arrived. If I have a PO#, I’ll process the quote into a pick. If I need a PO#, I’ll contact Averitt. 

We will always try to bring the shortages in from the local DC warehouse. This will be with no freight. However, If the DC does not have the part, then we will let Averitt decide if they want to bring the part in from another location with added freight.