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. 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. Check if LF (Logistic and Fulfillment) or Customer has received it on their end. A.1 If the supplier sends – Eezee WH (Warehouse). The agent to confirm to LF (Logistic and Fulfillment) if we have received the item at WH (Warehouse). A.2 If the supplier sends – Customer. The agent to confirm to CS…
A. Supplier’s Fault (The Supplier doesn’t send us the invoice yet). Check with the supplier if they can process the order first and wait until the next payment cycle for the invoice to be paid. A.1 If the supplier is unable to wait for the next payment cycle. – Inform finance to process the payment…
A. The agent to check with initial supplier. A.1 Initial Supplier has no alternative item. – Check if the customer can wait for sourcing – If yes, Proceed for sourcing. Click here to see how to raise RFS (Request for Sourcing). – After sourcing, proceed to B. A.2 Initial supplier offers an alternative item, proceed to…
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….
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.
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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