Creating BACK ORDER

Reason for Back Orders

  1. Items missing on Shipping Ticket, Order Not Completely Filled.
  2. Re- Make of Product

 

Procedure:

  • In EBMS, Copy Invoice
  • Invoice to be Numbered as (-01); (-02); (-03).. etc

A) Create -01 for Pick Up of Product that is Returning to GM to Remake

B) Create -02 for Remake & Ship to Customer

 

  • Delete Line Items that have Shipped
  • Add Reason, Explanation of Back Order
  • Request a Ship Date
  • Create New Confirmation and Send to Customer & CC Jim Hillman
  • Notify All Departments as Necessary for Timely Turnaround – Especially Cut Listing
  • Sales Team Responsible for Creating ALL Back Orders and Notifying Customer of New Ship Date

Modifications: 4-10-18 Troy Jantz

1.) Create A Proposal In Configurator For Replacement Hardware &/or Replacement Slabs.
2.) Proposal Should Have Reference of Original Order if there is one.
3.) Drop Into New Proposal Job Folder. Create Link in New Folder to Original Job Folder.
4.) This assures everything is processed as should be and fits into the natural flow of our ordering system