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. Check if the Eezee Ex-Stock item is under the Eezee ex-stock list. Click here to see the Eezee ex-stock list. A.1 If yes, inform the team lead to purchase the item. A.2 If not, check the initial supplier with the LF (Logistic and Fulfillment) team. – Process the order accordingly by sending the PO…
How do I start? It will show all orders created- both claimed or unclaimed. All claimed orders will have a corresponding SO LIC (line-in-charge). It means that the LIC has acknowledged the order assignment from the Daily Order Assignment file. Step 2. To know which orders are assigned to you, you have to check the…
Check another supplier for the possibility of having the same item ex-stock. A. Inform CS (Customer Success) item purchased is obsolete & check whether they want us to do some sourcing or cancel the order. E-mail example: Hi CS Team, We are pleased to update regarding the following item: Item: Shifting of 4x Fumehoods within…
A. For Marketplace Order Check with the supplier if we’re able to return the item and get us a CN (Credit Note)/Refund. Note: We will refund the customer after we get the CN (Credit Note)/Refund from the Supplier. B. For Enterprise Order Check with the supplier if we’re able to return the item and get…
3. Before you add the new item, make sure the seller is registered on ‘seller organisation’ 4. Fill in the Seller Item Form 5. Make sure all the data information is correct6. Click on ‘submit’ button 7. If submission is success, the item will be appeared on seller item page. You may search the item…
How to send Request for Quotation to Supplier via Freshdesk? Note: Request for quotation is needed if the item on PO belongs to ETH listing and you can not find the recent quotation or quotation has been expired.
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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