Direct Order Process

Created by Mary Koeller, Modified on Thu, 20 Mar at 9:20 AM by Mary Koeller

Ship via with location with account number.

AIT – RSTSURYAH (Both locations)

FedEx Ground – Fresno 980412814 / Georgia 203050966

The first step is to login to NetSuite, NS. A personal Username and Password will be created for everyone.  This is the website for NetSuite  https://system.netsuite.com/pages/customerlogin.jsp?country=US

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After logging in, you will need to search for the below for all Direct orders that are pending approval.

https://1259219.app.netsuite.com/app/common/search/searchresults.nl?searchid=7332

Below is the same for RST and Flow Wall. Except ALL FLOW WALL SHIPS FROM GA.

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If notes were left in the Memo Line, Ship by ****, leave those alone. DO NOT PROCESS THEM UNTIL THE DATE IT SAYS. Same with if it says Declined or Hold.

You can center click on view to open each order in a new window. Before and After pictures are below.

Before

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After

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Now that you have the order open, scroll down to the items.

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Effective January 1, 2025, due to a restriction with PFAS, we are not able to ship non-compliant items to California or Minnesota. 

If inventory is showing in FresnoPFAS or AdairsvillePFAS, that means the stock is NON-COMPLIANT.ONLY APPLYS TO RST PRODUCT. ALL FLOW WALL IS COMPLIANT.

This stock is in stock but it’s non-compliant stock, so next you can go to the shipping tab to see where we are shipping this item to.

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Next, go to the billing tab. Always make sure the payment goes through, it will show as Operation was successful.

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While still in the billing tab, make sure the amount matches the amount at the top. See below. (See Direct Pricing SOP for issues with pricing.)

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Next, check which warehouse has the item in stock. We have stock in both warehouses, California and Georgia.

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This is shipping to Florida so we would ideally like to ship this from Georgia as its closest. If inventory is available, ship from the closest warehouse. Keep in mind that you want this shipped from GA and proceed with the below.

 

If you have multiple items and some are located in different warehouses, please refer to Split Shipment SOP.

Next, you will go back to the Shipping Tab.

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Update the ship via to either FedEx Ground(FedEx Ground FDXG), account number will auto populate or AIT(account number entered in prepaid account number RSTSURYAH, depending on the items being shipped. Should look like one of the options below.

FedEx Version

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AIT Version

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Next, scroll up and save the SO.

Before pushing approve, go back through and check all placed below.

Department – Direct / Class – RST : RST Outdoor  or Flowwall / Location: Did it update to the location you wanted it to.

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Make sure the location updated on the line item.

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Double check that the pricing matches what the customer’s card was run as.

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In the shipping tab, make sure the ship via is correct and the correct FedEx account number populated/you entered the AIT account number.

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Next, you can push Approve on the order.

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