Owner

U

Untitled

Verification

Verified

Department

Credit

Type

Standard Procedure

Use Cases

Credit

SOP Overview

HD (Hand Delivery)

Hand Delivery location exist because sales reps like to pick up wrong product sent to a customer, or a customer no longer wants the item so instead of scheduling a pickup sometimes reps pick up from their account. Sales reps keep the product until they are ready to use. Hand Delivery location code keeps track of who has what product

‣

Terminology

Table of Contents

• Step-By-Step Instructions

Documentation and Resources

Add/Upload Documentation and resources related to this SOP

Include Step-by-Step Instructions below

Step-By-Step Instructions

1. To Check Hand Delivery Location:
• Go to Inventory Valuation
• As of Date: Put date you are running.
• Location Filter: HAND DELIVERY
2. ONCE REPORT POPULATES YOU HAVE TO GO TO EACH ITEM CARD TO DETERMINE WHICH REP HAS THE CASES ON HAND.

• Click on Item
• Related - History - Entries - Ledger Entries
• Filter on Location Code - Hand Delivery
• You will then be able to see the rep and customer the entry is tied too. Contact rep to see if he/she indeed has the product on hand.
• If they state they used the product, but it is still on our HD inventory we would have to notify Lisa. Reps are supposed to let orders know when they are using product on Hand. We need to keep track of where the product went so if they Hand Delivery to another customer that means they were not billed for it.

3. Example of Item AR157-18 attached above in documentation.

Return to SOP's