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Owner
U
UntitledU
UntitledVerification
Department
Operations
Type
Standard Procedure
Use Cases
Orders
SOP Overview
How to bring in promotional items from WC to Office to then sign out on a sales order.
Promotional items have SKUs that start with ‘Z’
Examples:
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Documentation and Resources
Add/Upload Documentation and resources related to this SOP
Include Step-by-Step Instructions below
Step-By-Step Instructions
Bring in items from WC into the Office first via the Transfer Order. Transfer does not work - will need to be entered online
Promotional items must be brought into the office first. From the office it can be shipped out to the respective customer, vendor or rep.
Above still applies when entered online via WC Portal.
Required Fields
Shipment Date | Enter Date |
Transfer-from Code | WC |
Transfer-to Code | OFFICE |
In-Transit Code | INTRANSIT |
Shipment Agent Code | WC |
Transfer order must be posted in order for inventory to show up in WC Location
Once Transfer order has been posted, you may now proceed to a new sales order. Location Code on the ‘General’ fast tab and the Sales Order ‘Lines’ should be the same Location Code. In this case, in order to release the order, it must both be coming from ‘Office’.+
Troubleshooting
Line 10000 must have a Case Pack value Error
If the above error pops up, make sure that items have been transferred to ‘Office’ Location first.
Only then you are able to enter items on the Sales Order Page, switch Location Code from ‘WC’ to ‘OFFICE’. Once transfer order has been posted, there should be inventory to pull from in the ‘Office’ Location.
You will not be able to release a Promotional Item unless it has been properly transferred from WC to OFFICE via the transfer order.
