/w=256,quality=90,fit=scale-down)
Owner
U
UntitledU
UntitledVerification
Department
Order Board
Type
Guide
Use Cases
Orders
SOP Overview
Order Board Tasks from start to finish
‣
Documentation and Resources
Add/Upload Documentation and resources related to this SOP
Beginning of Day Tasks
Western Carrier Portal
- Sending Availability Report
- Availability Report
- Post picked up OS orders
- Release any open order dated for the next day.
- Open any released orders dated for a future date.
- Specific Order Search
- Inventory Status
- Enter Late Order
- Enter Immediate Pick
Throughout the Day
Allocations
- Allocation List
- Allocation Journal
- Allocation Entry on Sales Order
- Do’s/Don’ts
National
- Cutoff
- Communication
- Discounts
- Process
- Approval
/w=3840,quality=90,fit=scale-down)
PLCB
- BC
- Oracle Loop
- PA LUX/PS Orders (PA Liquor Control Board)
- PLCB Samples Orders
- Store Delivery vs. Direct Delivery (DD)
- DD Delivery fees
- Running Manifest (Jet Report)
Bill & Hold- NY Customer ONLY
- Sales
- Ship
- Minimums
- Storage Fees
- Centralized Bookkeeping
Samples
API Summaries
Approvals
- Portfolio Manager for Items
- Allen for Immediate Pick Messenger, Waiving fees on sales orders
- Executives for Donation
- Wall Samples - Jarred
- Transfer Order
- Signing Out
Hand Delivery
/w=3840,quality=90,fit=scale-down)
Marrying Invoices
NJ Price Posting Procedures
- Co-op Pricing
- NJ Family Plan
Sales Orders
- Process
- Errors
- Do’s/Dont’s
Deadlines
- Pickups must happen within 2 weeks of the shipment date
- Next day delivery cutoff is 3:30pm
- Check API for any stuck orders.
- Merge is at 4:20
- WC does not take requests past 4:25pm
End of Day Tasks
Merging
Checks Every day – for the ones who are merging that week.
Availability Report (am task)
Post OS orders (am task)
Check transfer order quantities
Check on Sample orders – no value
Merge – check for errors on orders and transfer.
Must pick email.
Merge report
Check if CT manifest or PA manifest is sent*
Post orders.
