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Using the Diamond Rep Portal To Take Responsibility for Every PO Heather Lockwood

Using the Diamond Rep Portal To Take Responsibility for Every PO Heather Lockwood. How I Organize My Desk: Ship Today Folder = contains POs that need to ship today Daily Folder = folder containing pipe POs to look at every day HFR Folder = orders that do not yet have a delivery date.

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Using the Diamond Rep Portal To Take Responsibility for Every PO Heather Lockwood

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  1. Using the Diamond Rep PortalTo Take Responsibility for Every POHeather Lockwood

  2. How I Organize My Desk:Ship Today Folder = contains POs that need to ship todayDaily Folder = folder containing pipe POs to look at every dayHFR Folder = orders that do not yet have a delivery date

  3. Purchase Orders1. Upon receipt of PO, make sure to have required information needed and send PO in to customer service. Then place this PO into Daily folder and allow time for customer service to enter order in Rep Portal.

  4. 2. Check that order has been entered into Rep Portal correctly. Check customer, PO#, ship to, precall, deliverydate, pipe items and any special notes or instructions. a. If PO is hold for release, go to Master Orders under Orders drop down menu to check PO.

  5. If order is correct, make a note on the PO of the Master Order number. Then file this order in Hold For Release folder.

  6. b. If PO is released to ship, go to Released Orders under Orders drop down menu to check PO.

  7. If order is entered correctly, make a note of all sales order numbers on the PO so that they are handy for daily pipe ship log and to reference when corresponding with DPC later. Then place this order either in Ship Today Folder or in Daily Folder depending upon ship date.

  8. Daily Routine • 1. First thing every morning make a list of trucks that you want to ship that day. Monitor this list regularly throughout the day and note status changes in loads, watch for notes from the plant, and make sure trucks ship.

  9. Do this by checking Released Orders and Shipment Notifications which are both under Orders drop down menu.

  10. 3. Once a truck has shipped look at the invoice for that load. Invoices are found at Invoice andPOD Look Up under the Sales drop down menu.

  11. Do this so that you can notify customer of any backorders. • Let customers know if a load didn’t ship as scheduled so that they can make • arrangements or contact contractor if needed.

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