Let's walk through the process for handling a customer like Nextier.
Account Requirements:
Main account number: 12800
OMS/Manual: Punch out and FWD POs to branches from Coupa in Fresh Desk
Time limit: 2 hours.
Confirmation email needed: Coupa Acknowledge box checked for FWD Pos.
Pricing Validation needed: If a part can be substituted, email the PO number and provide the substitute part number and price for approval to michael.thompson@nextierofs.com
Backorders accepted: YES
IBT's Accepted: YES
Multiple Invoices allowed: Request approval.
Nam/Ram: ARAM - Phil Garrison
Pricing File: Yes, Billy Gibbs has access to this file.
Email Template: NO
Email Contacts: -
Backorder Reports: NO
NOTES:
Acknowledge and Forward: "Punch out," check the Coupa acknowledge box, and forward the order to the branch manager, cc'ing a sales lead or counter parts person. Your email should simply say, "Hello, attached is an order for NexTier for processing." Always include Robert Kautz on orders for the ART branch.
OMS Drafts: For drafts in OMS, create a new FreshDesk message with a screenshot of the order. Include branch managers, sales leads, or a counter parts person, and always include John Bendure. Use the message: "This is a NexTier order that should be printing at your branch shortly. Please advise me on if anything needs to be changed."
Part Substitutions: If a branch suggests a change, get approval first. Email michael.thompson@nextierofs.com with the PO and the new part number/price. Keep the order in draft until you get a response (usually 4-6 hours). If it's a long wait, email the branch to let them know you're waiting on Michael. If you don't hear back after 4-6 hours, message Michelle.
New Process: Send a confirmation email to branches for every order processed, asking them to provide a secondary contact. Include the PO number in the email.
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