Step 1. Go to Sales, click Sales Orders, search the SO (Sales Order) Reference, and click the SO#.
Step 2. Tick the check box beside the Item Description. Then, click ‘Create Delivery Order’.
Note: Only create the delivery order once the Pickup Job is created (Delivery date is 2 working days after the pickup date unless the customer has a milk-run schedule).
Step 3. Change the delivery date on Scheduled On.
Note: Check if there are additional delivery instructions in the SO (Sales Order) remarks. Put the info in the external remark box.
Step 4. Make sure that the shipping address is correct. Click ‘Create Delivery Order’ button.
Step 5. Click ‘Show on Scheduler’. You will be redirected to the scheduler page.
Step 6. Tick the delivery job and set the ‘Assign To” button to Supplier Send – Cust if the supplier will deliver to the customer. If the customer will collect the order from Eezee Warehouse, set to ‘Ad-Hoc’ and indicate the Freshdesk ticket reference from CS team in the internal notes.
A. Direct Supplier Negotiate with the supplier to maintain the old pricing. A.1 If the supplier is unable to maintain the old pricing, will need to refer to escalation policy. Click here to see the Escalation Policy A.2 If the supplier can’t be negotiated. The agent needs to do some sourcing. Click here to see how…
The agent to inform LF (Logistic and Fulfillment) that 3PL (3rd Party Line) is not following collection instructions. The agent to re-arrange the collection by rescheduling Pick Up orders on ERP.
Escalation Policy for Eezee Operations Objective: The escalation policy is designed to efficiently address and resolve issues that arise within the Eezee e-commerce marketplace, particularly focusing on scenarios involving out-of-stock items, long lead times, and end-of-life products. Escalation Procedure: Initial Notification: Upon identification of an issue related to an order, the team lead responsible for…
A. LF (Logistic and Fulfillment) received the damaged item in WH (Warehouse) or Customer received the damaged item. Inform the supplier that the item received is damaged, attach the proof of the damaged item, and seek an exchange. A.1 If the supplier can accept the damaged item. – Ask the supplier to arrange for an…
A. If LT is manageable (Range within 1 month), we can inform the CS (Customer Success) Team directly. A.1 If the Customer accepts the lead time, we can proceed with the order and update the following information as below on ERP. Notes: Agent needs to FU the lead time 1 week before lead time falls….
Step 1. Go to Purchase, click Purchase Orders, search the PO (Purchase Order) Reference, and click the PO# Step 2. Tick the check box beside the Item Description. Then, click ‘Copy to Pickup Order’Note: You can only set the collection date once the supplier confirmed the pickup or delivery to Eezee Warehouse/Customer. Step 3. Set…
Step 2. Tick the check box beside the Item Description. Then, click ‘Create Delivery Order’.
Note: Only create the delivery order once the Pickup Job is created (Delivery date is 2 working days after the pickup date unless the customer has a milk-run schedule).
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