RE: OPEN A/R BALANCES FOR ALL DELIVERIES
In preparation for our Innovo Delivery System the following will begin immediately.
ANY COD deliveries should be scheduled to go through the phantom. This means you don’t mark them as PICKUP and then print out the ticket. You should schedule it as SHIP ON / SHIP WHEN SPECIFIED.
Any COD customer with an open balance will go into the Verify Shipping Ticket Print Queue (also called the Open Order Status Review Queue on some peoples menus) Managers should see this under F2>V, which I am sure you are familiar with already. If not, please contact myself or Michael Gelber ASAP. ( see pic below )
The ticket WILL NOT PRINT OR GO TO AN RF GUN FOR DELIVERY. It will have to be released by a Manager, or in BR3 it will have to be released by the A/R Dept. ( Donna D, Shannon or Staci ) . The bottom line is NO COD delivery should be going out unless the balance on the ticket is ZERO. In a situation where they have money on their account, but some monies need to be applied to the outgoing ticket you must contact A/R Dept to apply correctly. Also contact them for any exceptions so they can be handled correctly.
You will notice on the Pic below that the far right column is called Crdt Mgr (which you get to by just hitting alt/G for TGL which you will see on the bottom row). Any COD deliveries moving forward will come up with CODPAY as the Crdt Mgr. This way they are easy to identify.
All Managers:
It is your responsibility to be sure the people in your branch adhere to this process.
Should you have any questions please call myself or Michael so everyone is crystal clear on how COD deliveries will work moving forward. Thanks in advance for your cooperation.
Ken
Please sign and date below.
I, __________________________ the Branch Mgr of ________________ have read this and understand this procedure.
Dated __________________
C:\Dropbox\~1AACOMPUTER\OPENARBALANCEFMGRS91421.DOCX