Amerit

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

Account Requirements:

Main account number:  708150

OMS/Manual: Manual

Time limit:  24 hours; Order must be shipped within 24 hours

Confirmation email needed:   Yes, PO and Invoice associated should be provided to customer. 

Pricing Validation needed: NO

Backorders accepted:  NO

IBT's Accepted: NO

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

Nam/Ram: April Webb

Pricing File: - 

Email Template: NO

Email Contacts:  Please send confirmation emails to Robert Wolf (rwolff@amritfleet.com)

Backorder Reports:  NO

Notes: 

Amerit Fleet Part Substitutions

This guide explains how to handle part substitutions for Amerit Fleet orders, based on their policies.

Step 1: Check the Customer's Email ?

Please take a look at the email from the Amerit Fleet representative. They will explicitly state whether they accept part substitutions for out-of-stock (OOS) parts or shortages.

Step 2: Look for Approved Substitutes

- If the customer's email says they will accept substitutions, check for an approved alternative.

Baldwin Filters: As of January 14th, Amerit Fleet accepts Baldwin filters as a substitute for FleetGuard filters.

Amerit Fill Rate Sheet: Always check the "approved subs" tab on the Amerit fill rate sheet before canceling a part.

Group Chat: The Amerit group chat is a valuable resource. It may contain additional approved substitutes that aren't listed on the fill rate sheet.

Step 3: Seek Help if You Have Questions

- If you're ever unsure about a substitution, you can ask for help.

- The best places to ask are the Amerit group chat or by contacting April Webb or Dawn S. directly.