Owner

U

Untitled

Verification

Verified

Department

Order Board

Type

Standard Procedure

Use Cases

Orders

SOP Overview

Include an overview here.

‣

Terminology

Table of Contents

• Step-By-Step Instructions
• Beginning of Day Tasks
• National Orders
• WC Portal
• PLCB Orders
• Bill & Holds
• Transfer Order
• API Pocket Advantage
• Errors
• Fees & Delivery Minimums (Split case fee has been removed as of now)
• Deadlines
• Approvals
• Samples
• A-Tickets
• Hand Deliveries
• Marrying Invoices
• NJ Pricing Procedures
• Sales Order Review
• End of Day Tasks
• Merging

Documentation and Resources

Add/Upload Documentation and resources related to this SOP

Include Step-by-Step Instructions below

Step-By-Step Instructions

Beginning of Day Tasks

• Sending Availability Reprt (send to OSOrders, David H, Karen U, James B)(cc-Orders)

• Review & Post OS orders if Shipped online(WC)- shows appointment time- if appointment is for current date and not shipped yet. Wait until next day to show shipped to post.
• Will have to re-open the exported order along with the date shipped (location cut-off).
• Once you chance the shipment date on order (due date and posting date should update as well)
• Make sure all reviews are approved and post in BC
• Open orders - OB will need to release future order set for next day manually every morning. (Also, will need to check any future orders released from PA needs to be opened up for that exact same date)
• Allocation List
• Allocation Journal
• Allocation Entry on Sales Order
• Do’s/Don’ts

National Orders

• Tips for special customers like Mission Grape, Lagniappe, Fortune Wine
• Tips for specific reps (Karen, Hautzig, Jimmy, Nelson)
• Discounts
• Process
• Approval

WC Portal

• Availability Report
• Specific Order Search
• Inventory Status
• Enter Late Order
• Enter Immediate Pick

PLCB Orders

• 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 & Holds

• Sales
• Ship
• Minimums
• Storage Fees
• Centralized Bookkeeping Groups

Transfer Order

• All quantities must be in cases (to review reservations)

API Pocket Advantage

• API reviews

Errors

• On Sales Order Line
• On Sales Order List/Sales Order Review
• On Shipped Goods List

Fees & Delivery Minimums (Split case fee has been removed as of now)

• NY Metro - $15 Delivery Fee- 4 cases/$400 min
• NY Upstate- $15 Delivery Fee - 5 cases/$400 min
• NJ- $12 Delivery Fee- 4 cases/$400 min

Deadlines

• Pickups must happen within 2 weeks of the shipment date.
• Next day delivery cutoff is 3:30pm
• Merge is at 4:20pm
• WC does not take requests past 5pm

Approvals

• Portfolio Manager for Items
• Lisa/Yamilee/Nicole/Allen for Immediate Pick Messenger, Waiving fees on sales orders
• Sales Management/Executives for Donation

Samples

• Wall Samples
• Transfer Order
• Signing Out

A-Tickets

Hand Deliveries

• IJ inventory into HAND (do not pull from office if it came from transfer order)- we need OFF inv to sign-out samples and code HAND

Marrying Invoices

• Within 2 weeks in the same month

NJ Pricing Procedures

• Co-op Pricing
• NJ Family Plan

Sales Order Review

• Process
• Errors
• Do’s/Dont’s

End of Day Tasks

Merging

• Process
• Check Errors for Sales Orders
• Check Errors for Transfer
• Send merge email to Execs/NY Sales/NJ Sales/DEV
• Must Picks

Posting Orders & Transfer Order (add sample list to shared excel) Post Orders (not COD or OS ORDERS)

Filters for posting below:

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