/w=256,quality=90,fit=scale-down)
Verified
- Step-By-Step Instructions
- Delivery Minimums
- Summary List
- Orders
- Tuesday – Friday
- On Mondays
- The Manifest
- DO NOT POST UNTIL MANIFEST HAS BEEN RUN SUCCESSFULLY
- Sending Manifest to L&M
- Recap
- Order Origination:
- Entering Order on BC:
- IMPORTANT - Review Manifest make sure order count matches Ready to Ship count in portal AND that all Direct Delivery orders have LID number where “Store Number” should be.
Step-By-Step Instructions
Name | Team |
|---|---|
Credit | |
ComplianceOrder Board | |
Order Board | |
TBD | |
Compliance |
Delivery Minimums
The direct delivery fees are going through one more update.
The new minimum is 5 solid cases or $600 order based upon TEW pricing (not PLCB retail pricing)
Delivery Fee Breakdown:
$0 – minimum 5 solid cases or $600 order (with or without split cases)
$50 – does not meet minimum and has split cases/individual bottles on order.
Summary List
Compliance will provide an updated list every Thursday night/Friday morning when new items have been approved.
This list will be sent to Sales Reps, Daniel, Order Board and Ronak.
If there are no new approvals compliance will email Sales Reps and Order Board to let them know there will not be a new summary that week.
Orders
Sales Reps will enter orders throughout the week emailing Order Board when they have been entered in PA. These emails should include, when possible, BOs and PM approvals for hold removals for the respective orders. Order Board will release and add any holds as needed upon approval by PM.
The subject line of the email should indicate “PA SLO Week of …” or “PLCB SLO Orders” – some indication that these are SLO orders and not related to pocket advantage
Customers should be advised of the following time table regarding readiness for approval in the LOOP when they place their orders.
Tuesday – Friday
Order Board will enter the orders into the PLCB Portal and notify Sales Rep once completed(ready for customer approval in loop).
Orders before noon should be entered and ready for approval by end of day.
Orders after noon should be entered and ready for approval by the 11am the next working day.
On Mondays
Orders from over the weekend and Monday morning (up until noon) will be entered in the portal by 12:30pm – Customers should be advised that these orders will be ready for approval in the loop by 1pm Monday. Note orders are being entered in the order they are received – many will be ready for approval earlier in the morning.
As soon as all the weekend and morning orders are entered – and no later than 12:45 pm – Order Board will communicate with Sales Reps, including a total count and screen shots, which orders have been entered in the Portal – this should be at least all orders up to noon that day.
Sales Reps will review and alert Order Board if any orders are missing
Customer may be reminded that their orders are available for approval and that they should review the orders prior to approval for errors.
Communication during the morning should be limited to order corrections, late approvals from PM for hold removals and item issues (such as the need for vintage removals).
There is no need to message or email on the status of order processing until after 12:45pm.
Orders entered after noon on Monday will be entered by Order Board throughout the rest of the day.
Order Board will alert Sales Rep when completed
In addition, throughout the day (every hour or so in morning, every 30 minutes if possible in the afternoon) compliance will communicate with Sales Reps and Order Board the status of the orders in the portal.
Final cut off for new orders is 3:30 – any orders entered after 3:30 are not assured to make it for that week’s orders
Deadline for customer approvals in LOOP is 4pm. Any orders not approved by 4pm may be pushed off until the following week. Orders not approved before the merge will be pushed off until the following week.
The Manifest
The Manifest will be forwarded to L&M cc’ing Sales Reps and Compliance by 4:45pm to confirm all good. Please coordinate with Order Board on the timing.
The timing of the manifest is important as it should be done prior to Order Board posting the invoices for the day. If you attempt to run the manifest after invoices are posted the orders will not populate and the manifest will need to be manually populated.
When running the Manifest - change ‘*” to ‘Approved’. Manifest will only contained pushed/released orders. Leaving the filter at ‘*” will give you both released and open orders in BC.
DO NOT POST UNTIL MANIFEST HAS BEEN RUN SUCCESSFULLY
Sending Manifest to L&M
I’d like to establish consistency when preparing/reviewing and sending the PLCB manifest every Monday.
- Please share the manifest internally (Ashley, Jeffrey and compliance) to review before submitting to L&M
- Review the manifest – count to ensure the number of orders matches the number of Ready to Ship Orders in the portal; make sure all direct delivery orders have the customer LID in the cell for “store number”
- After all clear please email to Andrea and L&M dispatch – I like the format Karina used last week so please use that as a template see below.
Recap
Order Origination:
- Sales Reps enter orders in PA
- Reps email subject line “PLCB DD Orders Week of…”
- Customer name
- Order DOES or DOES NOT meet minimum
Entering Order on BC:
- Select Order Type: PA Direct
- Select alternate Ship To Code – should be customers LID number
- Enter items
- Confirm meets or does not meet 5 case minimum
- If it does not, due to OOS or other issue, advise rep to see if want to add or change to regular SLO delivery.
IMPORTANT - Review Manifest make sure order count matches Ready to Ship count in portal AND that all Direct Delivery orders have LID number where “Store Number” should be.
Email Manifest to Andrea, alert her there are direct delivery orders on it.
