SOP Overview

Sales Orders that are Short Shipped, Van Shorted, Over Allocated are due to unavailable inventory Log into Western Carriers

1. In the drop-down section under Tools go to Send & Receive Files
2. Receive Van Returns
3. Click on the PDF file to get van returns for the Day

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Terminology

Table of Contents

• Step-By-Step Instructions
• For Credit
• Credits and Re-bills

Documentation and Resources

Add/Upload Documentation and resources related to this SOP

Include Step-by-Step Instructions below

Step-By-Step Instructions

For Credit

Log into Western Carriers

1. In the drop-down section under Tools go to Send & Receive Files
2. Receive Van Returns
3. Click on the PDF file to get van returns for the Day

TE & Western Procedure with Policy to document Short Ship and Order delivery errors

For T Edward’s end – WC should notify Orders Team the same day for short shipped/van shorted orders and breakages/refusals upon delivery. We will then notify the rep & Credit Team.

Depending on item availability – we can send A tickets for next day delivery. ( A tickets are made due to breakage & refusal of an item/Western can not locate the product during delivery) Invoices will reflect an A at the end for A tickets (ex: S000000A)

If the item does not have enough inventory to fulfill the A ticket – we will need @Credit to confirm the van return from the original order. Confirmation is needed in case of any breakages during movement. (Though 5 cases can be refused from an order –  only 4 cases 10 bottles may return into inventory due to breakages). Waiting for confirmation will help us avoid over-promising/over-allocating our products further.

After an A ticket is handled/If an A ticket is unavailable-  it moves onto @Credit. Credit will then confirm any van returns &  they will credit/re-bill as needed. 

Credit team please kindly confirm from your end.

Credits and Re-bills

• Credits should not be processed until the re-bill is ready to be posted immediately after.
• **If you post the credit and do not re-bill immediately, sales reps can place order for the inventory you credited that is not really there. This poses the risk of selling allocations on hold.

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