uniWIKI - User contributions [en]

Distribution Centre:Replenishments for Overhead/Overstock

2020-07-20T20:49:10Z

Mikeg:

==Overhead Replenishment==

*Select '''15''' Replenishment menu → select '''1''' Create replenishment suggestion → Warehouse "MAI" / Pick priority "100" / Zone/location "XX XXXX - XX XXXX" / Pick priority "1 899" / Put away "Y" / Zone pick "N" / Zone put away "N" / Leave printer settings alone

*Press '''3''' to Assign RF batch → Press '''F6''' to create a new batch → Resource "88 REP20" / Handler "MIKEG" / Pick/put type "3" / Priority "50" and press ENTER → Press '''F10''' to select replenishment → Press "1" on line and then press '''F7''' to select all items for the overhead rep → Press page down until you come to the end then press ENTER

*Press ENTER again to confirm → Overhead rep has been created and you can now run overstock replenishment

==Overstock Replenishment==

*Select '''1''' Create replenishment suggestion → Warehouse "MAI" / Pick priority "100" / Zone/location "XX XXXX - XX XXXX" / Pick priority "1 800" / Put away "Y" / Zone pick "N" / Zone put away "N" / Leave printer settings alone
**'''Note:''' Only run about 3-4 aisles at a time so that they are sorted in alphabetical order.
**Repeat these steps until you have run the entire zone you are doing.

*Select '''3''' to Assign RF batches → Press '''F6''' to create a new batch → Resource "88 REP01" (Change 01 to next number for continuing reps at aisles) / Handler "MIKEG" / Pick/put type "3" → Priority "50" and press ENTER → Press '''F10''' to select replenishment
*Select the items for the rep by press "1" (try to limit the amount of items per rep for OTC and HABA to around 12 items) → Press ENTER once → Press ENTER again to confirm the rep (double check resource, handler, and pick/put type for each rep).

==Other==
Once you finish a rep you can de-allocate it so someone can do the put-away for it. Press 1 beside the rep and then press F4 to de-allocate and then F4 again to confirm.
For Largedown (N1-F000 to N1-N999) run each aisle separately and keep size of rep to 6-7 items.
For Largeup (N2-A000 to N2-H999) run each aisle separately and keep size of rep to 7-8 items.

[[Category: Distribution Centre]]

2020-06-29T17:12:57Z

Mikeg:

This table goes over a list of priority numbers used when picking in the PROMO/General/SP/Sales Orders locations. This list is used as a reference based on courier pick-up times based on time of date being picked.

'''Please note:''' After picking Atlas orders the reference barcode '''MUST''' be scanned for transmission to driver.

{| class="wikitable"
|-
! Priority # !! Description
|-
| '''09''' || This is for the afternoon (PM) '''Atlas''' pick-up. Complete and scan before 1:15PM and bring to shipper '''OR''' put on correct pallets in shipping.
|-
| '''10''' || This is for the afternoon '''Vankam''' pick-up going to Pender Island. Complete before 3:00PM and bring to shipper.
|-
| '''11''' || This is for the '''Loomis''' pick-up. Complete by 6:30PM and bring to shipper.
|-
| '''12''' || This is for the '''Purolator''' pick-up. Complete by 7:00PM and bring to shipper.
|-
| '''13''' || This is for the morning (AM) '''Atlas''' pick-up. Complete and scan before end of shift and bring to shipper '''OR''' put on correct pallets in shipping.
|-
| '''14''' || This is for '''Bowen Island''' (Cates Pharmacy) pick-up. Complete and bring to shipper before end of shift.
|-
| '''20-24''' || This priority is for sales promo items to be brought to shipper
* '''20''' → Atlas orders
* '''21''' → Vankam orders
* '''22''' → Loomis orders
* '''23''' → Purolator orders
* '''24''' → Bowen Island orders
|-
| '''30''' || This priority is for internal orders and staff orders.
|-
| '''08''' || Will only be used for any '''RUSH''' call for any order in receiving.
|-
| '''15''' || All orders drop at this priority

[[Category: Distribution Centre]]

Distribution Centre:Pick List Priorities in Main Warehouse on Mocha

2020-06-22T20:37:06Z

Mikeg:

{| class="wikitable"
|-
! Priority # !! Description
|-
| '''2-5''' || This range will be used by DC supervisors to boost orders or arrange them.
|-
| '''10''' || Customer Service will use this priority for boosting rush orders to make cut-off. For all orders except Atlas.
|-
| '''15''' || Promo/SP orders are dropped for picking at this priority.
|-
| '''50''' || All picklists drop at this priority when first entered.
|-
| '''90''' || This priority symbolizes that a partial cancellation of a picklist is needed.
|-
| '''99''' || This priority symbolizes that an entire cancellation of a picklist is needed.
|-
| '''01''' || For Atlas rush orders only.
|-
| '''88''' || Hold - Do not pick.
|-

[[Category: Distribution Centre]]

Distribution Centre:Pick List Priorities in Main Warehouse on Mocha

2020-06-22T20:36:55Z

Mikeg:

Distribution Centre:Pick List Priorities in Main Warehouse on Mocha

2020-06-22T20:36:06Z

Mikeg:

2020-06-22T18:40:32Z

Mikeg:

Distribution Centre:Cycle Counts Workflow

2020-06-22T18:24:54Z

Mikeg:

2020-06-22T17:58:35Z

Mikeg:

Distribution Centre:Cycle Counts Workflow

2020-06-22T17:52:22Z

Mikeg: Created page with "'''SET UP CYCLE COUNTS''' Regular counts: '''First count''' # '''10''' (cycle count menu) → '''1''' (generate a cycle count) → MAI (warehouse) / Y (RF count) / Y (std item..."

Distribution Centre:Processing Store Returns

2018-03-27T15:37:54Z

Mikeg: /* Process */

==Processing Store Returns==

===Overview===
This wiki will explain how to process store returns to give credit.

===Process===
::1. Mochascreen main menu → Type '''2''' for Unipharm Extensions → Type '''1''' for VA Company (PRODUCTION) → Type '''50''' for Warehouse Menu → Type '''16''' for Returns Menu → Type '''10''' for Hotline Menu.
::2. Type Hotline# '''"000000"''' under '''"Inc no"''' and press '''Enter'''.
::3. Double Check Customer number and if the store is a Shareholder/Customer/Needs to be charged freight. → Press '''"F8"''' (Notes) for other details of this claim from store or customer service.
::::*'''Note:''' It is important to check customer information and notes to understand the context of the return.
::4. '''F12''' to return to Hotline Header page
::5. Change the '''"Handler"''' from '''"RCVNGRP"''' to your name (EG: '''"Barryf"''') and change '''"Status & Type"''' of the claim from '''"NEW"''' to '''"WRK"'''
::6. '''F9''' to begin the credit and bring up the '''"Items"''' page.

'''If claim is a WEBCLAIM proceed to Option "A" if the claim is a MANUAL CLAIM proceed to Option "B"'''

===Option A: Webclaims===
::For a Webclaim proceed to sort out items that have been returned from store ensuring that quantities match amount on claim and prices match invoice.
::::*'''Note:''' If any pricing adjustments need to be done (as per invoice/notes) do this now. If any items must be removed from the claim (EG: Not eligible, Narcotic) do this now as well making sure to enter corresponding notes.

::1. On line '''"Item"''' scan the UPC number of the first product and upon hitting enter the screen will default to the corresponding line on the claim.
::::*'''Note:''' If a scanned item does not default to any of the lines on the claim it may mean that the store has not claimed that item or has incorrectly input the item#.

::2. Verify quantity is correct → Change the '''"Rsn"''' & '''"Disp"''' to relevant input. → Confirm that '''"QTY"''' is correct and press '''"Enter"''' to proceed to next Item/Line.
::::*'''Note:''' For Restocking Items use: '''"ORD"''' + '''"RTNSTK"'''
:::::: For Expired Items use '''"OOD"''' + '''"RTNVEN"'''
:::::: For Faulty Items use '''"FAU"''' + '''"RTNVEN"'''
:::::: For Exceptions made use '''"OTH"''' + '''"RTNVEN"'''

::3. Repeat the first two steps until all of the items have been input onto the claim. → Press '''"F7"''' (Create Orders)

::4. Change '''"RT"''' (Order Type) to '''"WR"''' (RT= Manual Return, WR= Web Return) and hit '''"Enter"''' to proceed

::5. Input accurate quantity then press '''"+"'' → Confirm correct '''"Zn"''' + '''"Location"''' (EG: 88 Mai-Rstk or Re-A011) and press '''"F8"''' to confirm line.
::::*'''Note:''' Press '''"F9"''' to refresh line and re-input information.

::6. Confirm correct number of item labels to be printed → Change "Output Queue" to "Insert Local label printer here" (EG: RETPRT0'''X''' → RETPRT0'''6''') and press '''"Enter"''' to begin printing labels. → '''"F12"''' once label has printed to proceed to next label.

::7. Once all labels have been printed press '''"F9"''' to bring up the order header page. → Copy the 6 digit claim number from the '''"Your order"''' Line and paste it into the line '''"Reference"'''

::8. Copy '''"Order number"''' from the top of the page and hit the following keys:
:::::'''"Enter"''' → '''"Enter"''' → '''"F12"''' → '''"Enter"'''

::9. Press '''"F8"''' to open notes → Press '''"F6"''' to enter new note → Paste copied Order number onto new note line and input Courier waybill# Press '''"F10"''' to input notes.

::10. Double check that all lines and notes on the claim are accurate and that if necessary the customer has been charged freight. → Press '''"F12"''' twice and change the status of the hotline from '''"WRK"''' to '''"CMP"'''

===Option B: Manual Claims===
::For a Manual Claim consolidate all like items together and note quantities for input onto claim. Check notes for any special circumstances regarding items. (EG: No invoice/record of purchase, pricing to be determined by returns, etc.)

::1. Input '''"Rsn"''' for item being returned. (ORD, OOD, FAU, OTH, etc..) → Input '''"Disp"''' to match item reason. (RTNSTK, RTNVEN, CRNGR, etc..) → Scan item UPC code onto line '''"Item"''' and input quantity then '''"+"''' to confirm.
::::*'''Note:''' The correct unit of measure should be automatically input. '''IF''' this is not the case, change the U.O.M. to the correct size.

::::*'''Note:''' For Restocking Items use: '''"ORD"''' + '''"RTNSTK"'''
:::::: For Expired Items use '''"OOD"''' + '''"RTNVEN"'''
:::::: For Faulty Items use '''"FAU"''' + '''"RTNVEN"'''
:::::: For Exceptions made use '''"OTH"''' + '''"RTNVEN"'''

::3. Repeat the first two steps until all of the items have been input onto the claim. → Press '''"F7"''' (Create Orders)

::4. Ensure that '''"Order Type"''' is '''"RT"''' and hit '''"Enter"''' to proceed

::5. Input accurate quantity then press '''"+"'' → Confirm correct '''"Zn"''' + '''"Location"''' (EG: 88 Mai-Rstk or Re-A011) and press '''"F8"''' to confirm line.
::::*'''Note:''' Press '''"F9"''' to refresh line and re-input information.

::6. Confirm correct number of item labels to be printed → Change "Output Queue" to "Insert Local label printer here" (EG: RETPRT0'''X''' → RETPRT0'''6''') and press '''"Enter"''' to begin printing labels. → '''"F12"''' once label has printed to proceed to next label.

::7. Once all labels have been printed press '''"F9"''' to bring up the order header page. → Copy the 6 digit claim number from the '''"Your order"''' Line and paste it into the line '''"Reference"'''

::8. Copy '''"Order number"''' from the top of the page and hit the following keys:
:::::'''"Enter"''' → '''"Enter"''' → '''"F12"''' → '''"Enter"'''

::9. Press '''"F8"''' to open notes → Press '''"F6"''' to enter new note → Paste copied Order number onto new note line and input Courier waybill# Press '''"F10"''' to input notes.

::10. Double check that all lines and notes on the claim are accurate and that if necessary the customer has been charged freight. → Press '''"F12"''' twice and change the status of the hotline from '''"WRK"''' to '''"CMP"'''

[[Category:Returns]]
[[Category:Processing Store Returns]]

Distribution Centre:Processing Store Returns

2018-03-27T15:26:01Z

Mikeg:

==Processing Store Returns==

===Overview===
This wiki will explain how to process store returns to give credit.

===Process===
::1. Mochascreen main menu → Type '''2''' for Unipharm Extensions → Type '''1''' for VA Company (PRODUCTION) → Type '''50''' for Warehouse Menu → Type '''16''' for Returns Menu → Type '''10''' for Hotline Menu.
::2. Type Hotline# '''"000000"''' under '''"Inc no"''' and press '''Enter'''.
::3. Double Check Customer number and if the store is a Shareholder/Customer/Needs to be charged freight. → Press '''"F8"''' (Notes) for other details of this claim from store or customer service.
::::*'''Note:''' It is important to check customer information and notes to understand the context of the return.
::4. '''F12''' to return to Hotline Header page
::5. Change the '''"Handler"''' from '''"RCVNGRP"''' to your name (EG: '''"Barryf"''') and change '''"Status & Type"''' of the claim from '''"NEW"''' to '''"WRK"'''
::6. '''F9''' to begin the credit and bring up the '''"Items"''' page.

::::*'''Note:''' If claim is a WEBCLAIM proceed to Option '''"A"''' if the claim is a MANUAL CLAIM proceed to Option '''"B"'''

===Option A: Webclaims===
::For a Webclaim proceed to sort out items that have been returned from store ensuring that quantities match amount on claim and prices match invoice.
::::*'''Note:''' If any pricing adjustments need to be done (as per invoice/notes) do this now. If any items must be removed from the claim (EG: Not eligible, Narcotic) do this now as well making sure to enter corresponding notes.

::1. On line '''"Item"''' scan the UPC number of the first product and upon hitting enter the screen will default to the corresponding line on the claim.
::::*'''Note:''' If a scanned item does not default to any of the lines on the claim it may mean that the store has not claimed that item or has incorrectly input the item#.

::2. Verify quantity is correct → Change the '''"Rsn"''' & '''"Disp"''' to relevant input. → Confirm that '''"QTY"''' is correct and press '''"Enter"''' to proceed to next Item/Line.
::::*'''Note:''' For Restocking Items use: '''"ORD"''' + '''"RTNSTK"'''
:::::: For Expired Items use '''"OOD"''' + '''"RTNVEN"'''
:::::: For Faulty Items use '''"FAU"''' + '''"RTNVEN"'''
:::::: For Exceptions made use '''"OTH"''' + '''"RTNVEN"'''

::3. Repeat the first two steps until all of the items have been input onto the claim. → Press '''"F7"''' (Create Orders)

::4. Change '''"RT"''' (Order Type) to '''"WR"''' (RT= Manual Return, WR= Web Return) and hit '''"Enter"''' to proceed

::5. Input accurate quantity then press '''"+"'' → Confirm correct '''"Zn"''' + '''"Location"''' (EG: 88 Mai-Rstk or Re-A011) and press '''"F8"''' to confirm line.
::::*'''Note:''' Press '''"F9"''' to refresh line and re-input information.

::6. Confirm correct number of item labels to be printed → Change "Output Queue" to "Insert Local label printer here" (EG: RETPRT0'''X''' → RETPRT0'''6''') and press '''"Enter"''' to begin printing labels. → '''"F12"''' once label has printed to proceed to next label.

::7. Once all labels have been printed press '''"F9"''' to bring up the order header page. → Copy the 6 digit claim number from the '''"Your order"''' Line and paste it into the line '''"Reference"'''

::8. Copy '''"Order number"''' from the top of the page and hit the following keys:
:::::'''"Enter"''' → '''"Enter"''' → '''"F12"''' → '''"Enter"'''

::9. Press '''"F8"''' to open notes → Press '''"F6"''' to enter new note → Paste copied Order number onto new note line and input Courier waybill# Press '''"F10"''' to input notes.

::10. Double check that all lines and notes on the claim are accurate and that if necessary the customer has been charged freight. → Press '''"F12"''' twice and change the status of the hotline from '''"WRK"''' to '''"CMP"'''

===Option B: Manual Claims===
::For a Manual Claim consolidate all like items together and note quantities for input onto claim. Check notes for any special circumstances regarding items. (EG: No invoice/record of purchase, pricing to be determined by returns, etc.)

::1. Input '''"Rsn"''' for item being returned. (ORD, OOD, FAU, OTH, etc..) → Input '''"Disp"''' to match item reason. (RTNSTK, RTNVEN, CRNGR, etc..) → Scan item UPC code onto line '''"Item"''' and input quantity then '''"+"''' to confirm.
::::*'''Note:''' The correct unit of measure should be automatically input. '''IF''' this is not the case, change the U.O.M. to the correct size.

::::*'''Note:''' For Restocking Items use: '''"ORD"''' + '''"RTNSTK"'''
:::::: For Expired Items use '''"OOD"''' + '''"RTNVEN"'''
:::::: For Faulty Items use '''"FAU"''' + '''"RTNVEN"'''
:::::: For Exceptions made use '''"OTH"''' + '''"RTNVEN"'''

::3. Repeat the first two steps until all of the items have been input onto the claim. → Press '''"F7"''' (Create Orders)

::4. Ensure that '''"Order Type"''' is '''"RT"''' and hit '''"Enter"''' to proceed

::5. Input accurate quantity then press '''"+"'' → Confirm correct '''"Zn"''' + '''"Location"''' (EG: 88 Mai-Rstk or Re-A011) and press '''"F8"''' to confirm line.
::::*'''Note:''' Press '''"F9"''' to refresh line and re-input information.

::6. Confirm correct number of item labels to be printed → Change "Output Queue" to "Insert Local label printer here" (EG: RETPRT0'''X''' → RETPRT0'''6''') and press '''"Enter"''' to begin printing labels. → '''"F12"''' once label has printed to proceed to next label.

::7. Once all labels have been printed press '''"F9"''' to bring up the order header page. → Copy the 6 digit claim number from the '''"Your order"''' Line and paste it into the line '''"Reference"'''

::8. Copy '''"Order number"''' from the top of the page and hit the following keys:
:::::'''"Enter"''' → '''"Enter"''' → '''"F12"''' → '''"Enter"'''

::9. Press '''"F8"''' to open notes → Press '''"F6"''' to enter new note → Paste copied Order number onto new note line and input Courier waybill# Press '''"F10"''' to input notes.

::10. Double check that all lines and notes on the claim are accurate and that if necessary the customer has been charged freight. → Press '''"F12"''' twice and change the status of the hotline from '''"WRK"''' to '''"CMP"'''

[[Category:Returns]]
[[Category:Processing Store Returns]]

Distribution Centre:Processing Store Returns

2018-03-27T15:17:50Z

Mikeg:

==Processing Store Returns==

===Overview===
This wiki will explain how to process store returns to give credit.

===Process===
::1. Mochascreen main menu → Type '''2''' for Unipharm Extensions → Type '''1''' for VA Company (PRODUCTION) → Type '''50''' for Warehouse Menu → Type '''16''' for Returns Menu → Type '''10''' for Hotline Menu.
::2. Type Hotline# '''"000000"''' under '''"Inc no"''' and press '''Enter'''.
::3. Double Check Customer number and if the store is a Shareholder/Customer/Needs to be charged freight. → Press '''"F8"''' (Notes) for other details of this claim from store or customer service.
::::*'''Note:''' It is important to check customer information and notes to understand the context of the return.
::4. '''F12''' to return to Hotline Header page
::5. Change the '''"Handler"''' from '''"RCVNGRP"''' to your name (EG: '''"Barryf"''') and change '''"Status & Type"''' of the claim from '''"NEW"''' to '''"WRK"'''
::6. '''F9''' to begin the credit and bring up the '''"Items"''' page.

::::*'''Note:''' If claim is a WEBCLAIM proceed to Step '''"A"''' if the claim is a MANUAL CLAIM proceed to Step '''"B"'''

::'''A.''' For a Webclaim proceed to sort out items that have been returned from store ensuring that quantities match amount on claim and prices match invoice.
::::*'''Note:''' If any pricing adjustments need to be done (as per invoice/notes) do this now. If any items must be removed from the claim (EG: Not eligible, Narcotic) do this now as well making sure to enter corresponding notes.

::1. On line '''"Item"''' scan the UPC number of the first product and upon hitting enter the screen will default to the corresponding line on the claim.
::::*'''Note:''' If a scanned item does not default to any of the lines on the claim it may mean that the store has not claimed that item or has incorrectly input the item#.

::2. Verify quantity is correct → Change the '''"Rsn"''' & '''"Disp"''' to relevant input. → Confirm that '''"QTY"''' is correct and press '''"Enter"''' to proceed to next Item/Line.
::::*'''Note:''' For Restocking Items use: '''"ORD"''' + '''"RTNSTK"'''
:::::: For Expired Items use '''"OOD"''' + '''"RTNVEN"'''
:::::: For Faulty Items use '''"FAU"''' + '''"RTNVEN"'''
:::::: For Exceptions made use '''"OTH"''' + '''"RTNVEN"'''

::3. Repeat the first two steps until all of the items have been input onto the claim. → Press '''"F7"''' (Create Orders)

::4. Change '''"RT"''' (Order Type) to '''"WR"''' (RT= Manual Return, WR= Web Return) and hit '''"Enter"''' to proceed

::5. Input accurate quantity then press '''"+"'' → Confirm correct '''"Zn"''' + '''"Location"''' (EG: 88 Mai-Rstk or Re-A011) and press '''"F8"''' to confirm line.
::::*'''Note:''' Press '''"F9"''' to refresh line and re-input information.

::6. Confirm correct number of item labels to be printed → Change "Output Queue" to "Insert Local label printer here" (EG: RETPRT0'''X''' → RETPRT0'''6''') and press '''"Enter"''' to begin printing labels. → '''"F12"''' once label has printed to proceed to next label.

::7. Once all labels have been printed press '''"F9"''' to bring up the order header page. → Copy the 6 digit claim number from the '''"Your order"''' Line and paste it into the line '''"Reference"'''

::8. Copy '''"Order number"''' from the top of the page and hit the following keys:
:::::'''"Enter"''' → '''"Enter"''' → '''"F12"''' → '''"Enter"'''

::9. Press '''"F8"''' to open notes → Press '''"F6"''' to enter new note → Paste copied Order number onto new note line and input Courier waybill# Press '''"F10"''' to input notes.

::10. Double check that all lines and notes on the claim are accurate and that if necessary the customer has been charged freight. → Press '''"F12"''' twice and change the status of the hotline from '''"WRK"''' to '''"CMP"'''

::'''B.''' For a Manual Claim consolidate all like items together and note quantities for input onto claim. Check notes for any special circumstances regarding items. (EG: No invoice/record of purchase, pricing to be determined by returns, etc.)

::1. Input '''"Rsn"''' for item being returned. (ORD, OOD, FAU, OTH, etc..) → Input '''"Disp"''' to match item reason. (RTNSTK, RTNVEN, CRNGR, etc..) → Scan item UPC code onto line '''"Item"''' and input quantity then '''"+"''' to confirm.
::::*'''Note:''' The correct unit of measure should be automatically input. '''IF''' this is not the case, change the U.O.M. to the correct size.

::::*'''Note:''' For Restocking Items use: '''"ORD"''' + '''"RTNSTK"'''
:::::: For Expired Items use '''"OOD"''' + '''"RTNVEN"'''
:::::: For Faulty Items use '''"FAU"''' + '''"RTNVEN"'''
:::::: For Exceptions made use '''"OTH"''' + '''"RTNVEN"'''

::3. Repeat the first two steps until all of the items have been input onto the claim. → Press '''"F7"''' (Create Orders)

::4. Ensure that '''"Order Type"''' is '''"RT"''' and hit '''"Enter"''' to proceed

::5. Input accurate quantity then press '''"+"'' → Confirm correct '''"Zn"''' + '''"Location"''' (EG: 88 Mai-Rstk or Re-A011) and press '''"F8"''' to confirm line.
::::*'''Note:''' Press '''"F9"''' to refresh line and re-input information.

::6. Confirm correct number of item labels to be printed → Change "Output Queue" to "Insert Local label printer here" (EG: RETPRT0'''X''' → RETPRT0'''6''') and press '''"Enter"''' to begin printing labels. → '''"F12"''' once label has printed to proceed to next label.

::7. Once all labels have been printed press '''"F9"''' to bring up the order header page. → Copy the 6 digit claim number from the '''"Your order"''' Line and paste it into the line '''"Reference"'''

::8. Copy '''"Order number"''' from the top of the page and hit the following keys:
:::::'''"Enter"''' → '''"Enter"''' → '''"F12"''' → '''"Enter"'''

::9. Press '''"F8"''' to open notes → Press '''"F6"''' to enter new note → Paste copied Order number onto new note line and input Courier waybill# Press '''"F10"''' to input notes.

::10. Double check that all lines and notes on the claim are accurate and that if necessary the customer has been charged freight. → Press '''"F12"''' twice and change the status of the hotline from '''"WRK"''' to '''"CMP"'''

[[Category:Returns]]
[[Category:Processing Store Returns]]

Distribution Centre:Processing Vendor Debits

2018-03-27T15:11:47Z

Mikeg:

==Processing Vendor Debits==

===Overview===
This wiki will explain how to create and process vendor debits to receive credit in 3 parts.

Parts of a debit:
:Choosing a vendor to pick for Debit
:Debit Creation/Submission for RA# and Printing
:Completion of the debit and confirming the items/credit.

===PART 1: Choosing a Vendor to do a debit===
There are a few different criteria to look for when determining which debit to do next:

:A. Vendors labeled as '''3''','''6''', or '''9''' months should be examined first as these vendors have less time for eligible items to be sent back.

:B. Use Infonet (web browser) to determine which returns locations have the highest dollar value of product. These are the debits that will have the biggest dollar impact our inventory levels.

:C. Walk through the returns shelving aisles and look for any boxes that have an excessive amount of product inside or are near to being full.

:D. Returns '''"J"''' locations. These vendors often have pretty straightforward returns criteria and are both fast debits to do and high dollar value product.

:2. Once a suitable vendor has been determined you will need to open the corresponding '''"Vendor Returns Policies"''' (Excel Spreadsheet) and proceed to '''"PART 2"'''

===PART 2: Debit Creation/Submission for RA# and Printing===

::1. Mochasreen main menu → Type '''2''' for Unipharm Extensions → Type '''1''' for VA Company (PRODUCTION) → Type '''50''' for Warehouse Menu → Type '''16''' for Returns Menu → Type '''40''' for Work with purchase orders menu.

::2. Press '''"F6"''' to create a new Debit → Type according Vendor number (Where marked '''"Supplier number"''') → Type '''"RT"''' (Where marked '''"Order Type"''') → Type '''"RET"''' (Where marked '''"Warehouse"''') → Press enter to create debit.

::3. Sort out all items belonging to vendor at desk / cart and consolidate all eligible partials to be added to claim.
::::*'''Note:'''Please be aware that this can only be done in cases where opened/partial bottles are allowed by vendor.

::4. Type '''"1"''' on the top left field of debit lines → Press Enter to add a new Line.

::5. Scan Item UPC onto line marked '''"Item/Assortment"''' → type Quantity then the '''"+"''' key.
::a. In separate mochascreen (Returns Location Balance) confirm that quantity on hand closely matches amount in system inventory.
::::*'''Note:''' If the quantity on hand do not match what is in the system this could be an indication that there is an open debit for that vendor with said items on it.

::b. If quantities are acceptable press '''"Enter"''' in order to Auto-populate the '''"U.O.M."''' for the according item and submit the line onto debit.
::::*'''Note:''' In the case where a vendor requires '''LOT''' + '''Expiry'''
:::::Find the according line on the debit and type '''"7"''' the press '''"Enter"''' to enter the notes for that line. → Type '''"Lot:######## Exp: ##/####"''' and press '''"Enter"''' to confirm.

::6. Placed entered items into box and repeat this process until all the items are on the debit.

::7. Return to the '''"40"''' '''"Work with Purchase order"''' screen and find the debit memo you are working on. Once found input '''"7"''' next to debit and then press '''"Enter"''' to add notes to the Debit header. → Type the following into the provided notes area: '''"THIS IS NOT AN ORDER BUT A REQUEST TO RETURN OR DESTROY THE LISTED OUTDATES."''' → Press '''"Enter"''' to confirm.

::8. Input '''"8"''' next to the debit followed by '''"Enter"''' to bring up the debit address's screen.

::9. Input '''"1"''' next to '''"Dispatch"''' followed by '''"Enter"''' to bring up the address list. → Press '''"F4"''' to view the possible address's from the drop down menu. To choose one press '''"F12"''' and then input the correct '''"Address number"''' on the '''"Address number"''' line.

::10. Return to the '''"40"''' '''"Work with Purchase order"''' screen and input '''"11"''' to '''"Print"''' followed by '''"Enter"''' → Ensure that the fields on this page are as follows:

:Purchase orders
:Printer queue... '''"RTNCOPIER"'''
:Number of copies... '''"1"'''
:Hold on spool file... N

::::*'''Note:''' Print enough copies to have 1 in each box and 1 for our record.

:DI PO creation list
:Printer queue... PRT01
:Number of copies... 1
:Hold on spool file... '''"Y"'''

::11. Press '''"Enter"''' to bring up the Debit Authorization screen.

:'''"IF"''' Return Authorization is '''"NOT"''' required Press '''"Enter"''' again followed by '''"F12"'''
:'''"IF"''' Return Authorization '''"IS"''' required Press '''"Enter"''' again → type '''"TO"''' next to the correct email/fax address and the press '''"F7"''' followed by '''"F10"''' to bring up the RA# request page.

::12. Change the message text to the following:
'''"Please confirm the following request within 48 hours of receipt. Thank you! Please authorize the return or destruction of the listed outdates and credit our account accordingly."''' → Change the Fax Cobnfirmation number to 604-276-5283 then press '''"Enter"''' followed by '''"F10"''' to send the request.

::13. Create a new Hotline corresponding to the debit that has just been created. → From the '''"16"'''/'''"Returns"''' menu type '''"10"''' ('''"Hotline"''' menu) and press '''"Enter"'''

::14. Press '''"F6"''' to create a new hotline and fill out the following information:
On the customer order line input the Vendor number for the according debit.
On the customer order number line input the according Debit memo#
Input the '''"Handler"''' as '''"RETURNS"''' and the '''"Problem/Resol Code:"''' as '''"BRR/BDR"''' followed by '''"Enter"''' to auto-fill the rest of the sheet and create the hotline.

::15. Press '''"F8"''' (Notes) '''→''' Press '''"F6"''' to input a new text line → Type the following: '''"Debit memo#_______ past due please contact the vendor for resolution. → Press Enter to add text to hotline.

::16. Input information about debit onto '''"Returns Tracking"''' (Excel Spreadsheet) and proceed to '''"Part 3"''' when possible.

===PART 3: Completion of the debit and confirming the items/credit===

::1. Mochasreen main menu → Type '''2''' for Unipharm Extensions → Type '''1''' for VA Company (PRODUCTION) → Type '''50''' for Warehouse Menu → Type '''16''' for Returns Menu → Type '''40''' for Work with purchase orders menu.

::2. Press '''"F8"''' and input the corresponding debit memo# → Press '''"F7"''' to replace the existing text with the debit shipping information. (EG: Shipped 01/01/2018 via Loomis#___________ as per RA#_________) → Press '''"Enter"''' to confirm. → Write this same information on the header section of the paper copy of the corresponding debit.

::3. Type '''"13"''' followed by pressing '''"Enter"'' → Ensure that "Hold on Spool file" is '''"Y"'''
:::DI PO creation list
:::Printer queue... PRT01
:::Number of copies... 1
:::Hold on spool file... Y
:::Press '''"Enter"''' followed by '''"F12"'''

::4. Return to the '''"16"''' / '''"Returns"''' Menu and type '''"44"''' (Show Reception Note # for P/O) → Press '''"TAB"''' and input corresponding debit # followed by '''"Enter"''' → Copy the Reception note that is visible on this screen and Press '''"F12"''' until you are once again at the '''"16"''' / '''"Returns"''' menu.

::5. Type '''"43"''' followed by '''"Enter"''' (Confirm P/O reception) → paste copied reception note and press '''"Enter"'''

::6. Manually type accurate returns location that these items were located in for removal from system. Once the fields are filled in press '''"F8"''' to proceed to next page and continue this step until all items on debit have been confirmed.

::7. Once the reception note confirmation has been completed the debit will be changed to status 60 in our system. Update the '''"Returns Tracking"''' (Excel Spreadsheet) with the new information and place the physical copy of the debit's paperwork in the pile to be sent over to the office.

[[Category:Returns]]
[[Category:Processing Vendor Debits]]

Distribution Centre:Processing Vendor Debits

2018-03-27T15:05:38Z

Mikeg: /* PART 3: Completion of the debit and confirming the items/credit. */

==Processing Vendor Debits==

===Overview===
This wiki will explain how to create and process vendor debits to receive credit in 3 parts.

parts of a debit:
:Choosing a vendor to pick for Debit
:Debit Creation/Submission for RA# and Printing
:Completion of the debit and confirming the items/credit.

=== PART 1: Choosing a Vendor to do a debit ===
There are a few different criteria to look for when determining which debit to do next:

:A. Vendors labeled as '''3''','''6''', or '''9''' months should be examined first as these vendors have less time for eligible items to be sent back.

:B. Use Infonet (web browser) to determine which returns locations have the highest dollar value of product. These are the debits that will have the biggest dollar impact our inventory levels.

:C. Walk through the returns shelving aisles and look for any boxes that have an excessive amount of product inside or are near to being full.

:D. Returns '''"J"''' locations. These vendors often have pretty straightforward returns criteria and are both fast debits to do and high dollar value product.

:2. Once a suitable vendor has been determined you will need to open the corresponding '''"Vendor Returns Policies"''' (Excel Spreadsheet) and proceed to '''"PART 2"'''

=== PART 2: Debit Creation/Submission for RA# and Printing===

::1. Mochasreen main menu '''→''' Type '''2''' for Unipharm Extensions '''→''' Type '''1''' for VA Company (PRODUCTION) '''→''' Type '''50''' for Warehouse Menu '''→''' Type '''16''' for Returns Menu '''→''' Type '''40''' for Work with purchase orders menu.

::2. Press '''"F6"''' to create a new Debit '''→''' Type according Vendor number (Where marked '''"Supplier number"''') '''→''' Type '''"RT"''' (Where marked '''"Order Type"''') '''→''' Type '''"RET"''' (Where marked '''"Warehouse"''') '''→''' Press enter to create debit.

::3. Sort out all items belonging to vendor at desk / cart and consolidate all eligible partials to be added to claim.
::::*'''Note:'''Please be aware that this can only be done in cases where opened/partial bottles are allowed by vendor.'

::4. Type '''"1"''' on the top left field of debit lines '''→''' Press Enter to add a new Line.

::5. Scan Item UPC onto line marked '''"Item/Assortment"''' '''→''' type Quantity then the '''"+"''' key.
::a. In separate mochascreen (Returns Location Balance) confirm that quantity on hand closely matches amount in system inventory.
::::*'''Note:''' If the quantity on hand do not match what is in the system this could be an indication that there is an open debit for that vendor with said items on it.

::b. If quantities are acceptable press '''"Enter"''' in order to Auto-populate the '''"U.O.M."''' for the according item and submit the line onto debit.
::::*'''Note:''' In the case where a vendor requires '''LOT''' + '''Expiry'''
:::::Find the according line on the debit and type '''"7"''' the press '''"Enter"''' to enter the notes for that line. '''→''' Type '''"Lot:######## Exp: ##/####"''' and press '''"Enter"''' to confirm.

::6. Placed entered items into box and repeat this process until all the items are on the debit.

::7. Return to the '''"40"''' '''"Work with Purchase order"''' screen and find the debit memo you are working on. Once found input '''"7"''' next to debit and then press '''"Enter"''' to add notes to the Debit header. '''→''' Type the following into the provided notes area: '''"THIS IS NOT AN ORDER BUT A REQUEST TO RETURN OR DESTROY THE LISTED OUTDATES."''' '''→''' Press '''"Enter"''' to confirm.

::8. Input '''"8"''' next to the debit followed by '''"Enter"''' to bring up the debit address's screen.

::9. Input '''"1"''' next to '''"Dispatch"''' followed by '''"Enter"''' to bring up the address list. '''→''' Press '''"F4"''' to view the possible address's from the drop down menu. To choose one press '''"F12"''' and then input the correct '''"Address number"''' on the '''"Address number"''' line.

::10. Return to the '''"40"''' '''"Work with Purchase order"''' screen and input '''"11"''' to '''"Print"''' followed by '''"Enter"''' '''→''' Ensure that the fields on this page are as follows:

:Purchase orders
:Printer queue... '''"RTNCOPIER"'''
:Number of copies... '''"1"'''
:hold on spool file... N

::::*'''Note:''' Print enough copies to have 1 in each box and 1 for our record.

:DI PO creation list
:Printer queue... PRT01
:Number of copies... 1
:hold on spool file... '''"Y"'''

::11. Press '''"Enter"''' to bring up the Debit Authorization screen. '''→'''

:'''"IF"''' Return Authorization is '''"NOT"''' required Press '''"Enter"''' again followed by '''"F12"'''
:'''"IF"''' Return Authorization '''"IS"''' required Press '''"Enter"''' again '''→''' type '''"TO"''' next to the correct email/fax address and the press '''"F7"''' followed by '''"F10"''' to bring up the RA# request page.

::12. Change the message text to the following:
'''"Please confirm the following request within 48 hours of receipt. Thank you! Please authorize the return or destruction of the listed outdates and credit our account accordingly."''' '''→''' Change the Fax Cobnfirmation number to 604-276-5283 then press '''"Enter"''' followed by '''"F10"''' to send the request.

::13. Create a new Hotline corresponding to the debit that has just been created. '''→''' From the '''"16"'''/'''"Returns"''' menu type '''"10"''' ('''"Hotline"''' menu) and press '''"Enter"'''

::14. Press '''"F6"''' to create a new hotline and fill out the following information:
On the customer order line input the Vendor number for the according debit.
On the customer order number line input the according Debit memo#
Input the '''"Handler"''' as '''"RETURNS"''' and the '''"Problem/Resol Code:"''' as '''"BRR/BDR"''' followed by '''"Enter"''' to auto-fill the rest of the sheet and create the hotline.

::15. Press '''"F8"''' (Notes) '''→''' Press '''"F6"''' to input a new text line '''→''' Type the following: '''"Debit memo#_______ past due please contact the vendor for resolution. '''→''' Press Enter to add text to hotline.

::16. Input information about debit onto '''"Returns Tracking"''' (Excel Spreadsheet) and proceed to '''"Part 3"''' when possible.

=== PART 3: Completion of the debit and confirming the items/credit.===

::1. Mochasreen main menu '''→''' Type '''2''' for Unipharm Extensions '''→''' Type '''1''' for VA Company (PRODUCTION) '''→''' Type '''50''' for Warehouse Menu '''→''' Type '''16''' for Returns Menu '''→''' Type '''40''' for Work with purchase orders menu.

::2. Press '''"F8"''' and input the corresponding debit memo# '''→''' Press '''"F7"''' to replace the existing text with the debit shipping information. (EG: Shipped 01/01/2018 via Loomis#___________ as per RA#_________) '''→''' Press '''"Enter"''' to confirm. '''→''' Write this same information on the header section of the paper copy of the corresponding debit.

::3. Type '''"13"''' followed by pressing '''"Enter"'' '''→''' Ensure that "Hold on Spool file" is '''"Y"'''
:::DI PO creation list
:::Printer queue... PRT01
:::Number of copies... 1
:::Hold on spool file... Y
:::Press '''"Enter"''' followed by '''"F12"'''

::4. Return to the '''"16"''' / '''"Returns"''' Menu and type '''"44"''' (Show Reception Note # for P/O) '''→''' Press '''"TAB"''' and input corresponding debit # followed by '''"Enter"''' '''→''' Copy the Reception note that is visible on this screen and Press '''"F12"''' until you are once again at the '''"16"''' / '''"Returns"''' menu.

::5. Type '''"43"''' followed by '''"Enter"''' (Confirm P/O reception) → paste copied reception note and press '''"Enter"'''

::6. Manually type accurate returns location that these items were located in for removal from system. Once the fields are filled in press '''"F8"''' to proceed to next page and continue this step until all items on debit have been confirmed.

::7. Once the reception note confirmation has been completed the debit will be changed to status 60 in our system. Update the '''"Returns Tracking"''' (Excel Spreadsheet) with the new information and place the physical copy of the debit's paperwork in the pile to be sent over to the office.

[[Category:Returns]]
[[Category:Processing Vendor Debits]]

Distribution Centre:Processing Vendor Debits

2018-03-27T15:05:05Z

Mikeg: /* PART 3: Completion of the debit and confirming the items/credit. */

==Processing Vendor Debits==

===Overview===
This wiki will explain how to create and process vendor debits to receive credit in 3 parts.

parts of a debit:
:Choosing a vendor to pick for Debit
:Debit Creation/Submission for RA# and Printing
:Completion of the debit and confirming the items/credit.

=== PART 1: Choosing a Vendor to do a debit ===
There are a few different criteria to look for when determining which debit to do next:

:A. Vendors labeled as '''3''','''6''', or '''9''' months should be examined first as these vendors have less time for eligible items to be sent back.

:B. Use Infonet (web browser) to determine which returns locations have the highest dollar value of product. These are the debits that will have the biggest dollar impact our inventory levels.

:C. Walk through the returns shelving aisles and look for any boxes that have an excessive amount of product inside or are near to being full.

:D. Returns '''"J"''' locations. These vendors often have pretty straightforward returns criteria and are both fast debits to do and high dollar value product.

:2. Once a suitable vendor has been determined you will need to open the corresponding '''"Vendor Returns Policies"''' (Excel Spreadsheet) and proceed to '''"PART 2"'''

=== PART 2: Debit Creation/Submission for RA# and Printing===

::1. Mochasreen main menu '''→''' Type '''2''' for Unipharm Extensions '''→''' Type '''1''' for VA Company (PRODUCTION) '''→''' Type '''50''' for Warehouse Menu '''→''' Type '''16''' for Returns Menu '''→''' Type '''40''' for Work with purchase orders menu.

::2. Press '''"F6"''' to create a new Debit '''→''' Type according Vendor number (Where marked '''"Supplier number"''') '''→''' Type '''"RT"''' (Where marked '''"Order Type"''') '''→''' Type '''"RET"''' (Where marked '''"Warehouse"''') '''→''' Press enter to create debit.

::3. Sort out all items belonging to vendor at desk / cart and consolidate all eligible partials to be added to claim.
::::*'''Note:'''Please be aware that this can only be done in cases where opened/partial bottles are allowed by vendor.'

::4. Type '''"1"''' on the top left field of debit lines '''→''' Press Enter to add a new Line.

::5. Scan Item UPC onto line marked '''"Item/Assortment"''' '''→''' type Quantity then the '''"+"''' key.
::a. In separate mochascreen (Returns Location Balance) confirm that quantity on hand closely matches amount in system inventory.
::::*'''Note:''' If the quantity on hand do not match what is in the system this could be an indication that there is an open debit for that vendor with said items on it.

::b. If quantities are acceptable press '''"Enter"''' in order to Auto-populate the '''"U.O.M."''' for the according item and submit the line onto debit.
::::*'''Note:''' In the case where a vendor requires '''LOT''' + '''Expiry'''
:::::Find the according line on the debit and type '''"7"''' the press '''"Enter"''' to enter the notes for that line. '''→''' Type '''"Lot:######## Exp: ##/####"''' and press '''"Enter"''' to confirm.

::6. Placed entered items into box and repeat this process until all the items are on the debit.

::7. Return to the '''"40"''' '''"Work with Purchase order"''' screen and find the debit memo you are working on. Once found input '''"7"''' next to debit and then press '''"Enter"''' to add notes to the Debit header. '''→''' Type the following into the provided notes area: '''"THIS IS NOT AN ORDER BUT A REQUEST TO RETURN OR DESTROY THE LISTED OUTDATES."''' '''→''' Press '''"Enter"''' to confirm.

::8. Input '''"8"''' next to the debit followed by '''"Enter"''' to bring up the debit address's screen.

::9. Input '''"1"''' next to '''"Dispatch"''' followed by '''"Enter"''' to bring up the address list. '''→''' Press '''"F4"''' to view the possible address's from the drop down menu. To choose one press '''"F12"''' and then input the correct '''"Address number"''' on the '''"Address number"''' line.

::10. Return to the '''"40"''' '''"Work with Purchase order"''' screen and input '''"11"''' to '''"Print"''' followed by '''"Enter"''' '''→''' Ensure that the fields on this page are as follows:

:Purchase orders
:Printer queue... '''"RTNCOPIER"'''
:Number of copies... '''"1"'''
:hold on spool file... N

::::*'''Note:''' Print enough copies to have 1 in each box and 1 for our record.

:DI PO creation list
:Printer queue... PRT01
:Number of copies... 1
:hold on spool file... '''"Y"'''

::11. Press '''"Enter"''' to bring up the Debit Authorization screen. '''→'''

:'''"IF"''' Return Authorization is '''"NOT"''' required Press '''"Enter"''' again followed by '''"F12"'''
:'''"IF"''' Return Authorization '''"IS"''' required Press '''"Enter"''' again '''→''' type '''"TO"''' next to the correct email/fax address and the press '''"F7"''' followed by '''"F10"''' to bring up the RA# request page.

::12. Change the message text to the following:
'''"Please confirm the following request within 48 hours of receipt. Thank you! Please authorize the return or destruction of the listed outdates and credit our account accordingly."''' '''→''' Change the Fax Cobnfirmation number to 604-276-5283 then press '''"Enter"''' followed by '''"F10"''' to send the request.

::13. Create a new Hotline corresponding to the debit that has just been created. '''→''' From the '''"16"'''/'''"Returns"''' menu type '''"10"''' ('''"Hotline"''' menu) and press '''"Enter"'''

::14. Press '''"F6"''' to create a new hotline and fill out the following information:
On the customer order line input the Vendor number for the according debit.
On the customer order number line input the according Debit memo#
Input the '''"Handler"''' as '''"RETURNS"''' and the '''"Problem/Resol Code:"''' as '''"BRR/BDR"''' followed by '''"Enter"''' to auto-fill the rest of the sheet and create the hotline.

::15. Press '''"F8"''' (Notes) '''→''' Press '''"F6"''' to input a new text line '''→''' Type the following: '''"Debit memo#_______ past due please contact the vendor for resolution. '''→''' Press Enter to add text to hotline.

::16. Input information about debit onto '''"Returns Tracking"''' (Excel Spreadsheet) and proceed to '''"Part 3"''' when possible.

=== PART 3: Completion of the debit and confirming the items/credit.===

::1. Mochasreen main menu '''→''' Type '''2''' for Unipharm Extensions '''→''' Type '''1''' for VA Company (PRODUCTION) '''→''' Type '''50''' for Warehouse Menu '''→''' Type '''16''' for Returns Menu '''→''' Type '''40''' for Work with purchase orders menu.

::2. Press '''"F8"''' and input the corresponding debit memo# '''→''' Press '''"F7"''' to replace the existing text with the debit shipping information. (EG: Shipped 01/01/2018 via Loomis#___________ as per RA#_________) '''→''' Press '''"Enter"''' to confirm. '''→''' Write this same information on the header section of the paper copy of the corresponding debit.

::3. Type '''"13"''' followed by pressing '''"Enter"'' '''→''' Ensure that "Hold on Spool file" is '''"Y"'''
:::DI PO creation list
:::Printer queue... PRT01
:::Number of copies... 1
:::Hold on spool file... Y
:::Press '''"Enter"''' followed by '''"F12"'''

::4. Return to the '''"16"''' / '''"Returns"''' Menu and type '''"44"''' (Show Reception Note # for P/O) '''→''' Press '''"TAB"''' and input corresponding debit # followed by '''"Enter"''' '''→''' Copy the Reception note that is visible on this screen and Press '''"F12"''' until you are once again at the '''"16"''' / '''"Returns"''' menu.

::5. Type '''"43"''' followed by '''"Enter"''' (Confirm P/O reception)'''→'''paste copied reception note and press '''"Enter"'''

::6. Manually type accurate returns location that these items were located in for removal from system. Once the fields are filled in press '''"F8"''' to proceed to next page and continue this step until all items on debit have been confirmed.

::7. Once the reception note confirmation has been completed the debit will be changed to status 60 in our system. Update the '''"Returns Tracking"''' (Excel Spreadsheet) with the new information and place the physical copy of the debit's paperwork in the pile to be sent over to the office.

[[Category:Returns]]
[[Category:Processing Vendor Debits]]

Distribution Centre:Processing Vendor Debits

2018-03-27T15:04:39Z

Mikeg: /* PART 3: Completion of the debit and confirming the items/credit. */

==Processing Vendor Debits==

===Overview===
This wiki will explain how to create and process vendor debits to receive credit in 3 parts.

parts of a debit:
:Choosing a vendor to pick for Debit
:Debit Creation/Submission for RA# and Printing
:Completion of the debit and confirming the items/credit.

=== PART 1: Choosing a Vendor to do a debit ===
There are a few different criteria to look for when determining which debit to do next:

:A. Vendors labeled as '''3''','''6''', or '''9''' months should be examined first as these vendors have less time for eligible items to be sent back.

:B. Use Infonet (web browser) to determine which returns locations have the highest dollar value of product. These are the debits that will have the biggest dollar impact our inventory levels.

:C. Walk through the returns shelving aisles and look for any boxes that have an excessive amount of product inside or are near to being full.

:D. Returns '''"J"''' locations. These vendors often have pretty straightforward returns criteria and are both fast debits to do and high dollar value product.

:2. Once a suitable vendor has been determined you will need to open the corresponding '''"Vendor Returns Policies"''' (Excel Spreadsheet) and proceed to '''"PART 2"'''

=== PART 2: Debit Creation/Submission for RA# and Printing===

::1. Mochasreen main menu '''→''' Type '''2''' for Unipharm Extensions '''→''' Type '''1''' for VA Company (PRODUCTION) '''→''' Type '''50''' for Warehouse Menu '''→''' Type '''16''' for Returns Menu '''→''' Type '''40''' for Work with purchase orders menu.

::2. Press '''"F6"''' to create a new Debit '''→''' Type according Vendor number (Where marked '''"Supplier number"''') '''→''' Type '''"RT"''' (Where marked '''"Order Type"''') '''→''' Type '''"RET"''' (Where marked '''"Warehouse"''') '''→''' Press enter to create debit.

::3. Sort out all items belonging to vendor at desk / cart and consolidate all eligible partials to be added to claim.
::::*'''Note:'''Please be aware that this can only be done in cases where opened/partial bottles are allowed by vendor.'

::4. Type '''"1"''' on the top left field of debit lines '''→''' Press Enter to add a new Line.

::5. Scan Item UPC onto line marked '''"Item/Assortment"''' '''→''' type Quantity then the '''"+"''' key.
::a. In separate mochascreen (Returns Location Balance) confirm that quantity on hand closely matches amount in system inventory.
::::*'''Note:''' If the quantity on hand do not match what is in the system this could be an indication that there is an open debit for that vendor with said items on it.

::b. If quantities are acceptable press '''"Enter"''' in order to Auto-populate the '''"U.O.M."''' for the according item and submit the line onto debit.
::::*'''Note:''' In the case where a vendor requires '''LOT''' + '''Expiry'''
:::::Find the according line on the debit and type '''"7"''' the press '''"Enter"''' to enter the notes for that line. '''→''' Type '''"Lot:######## Exp: ##/####"''' and press '''"Enter"''' to confirm.

::6. Placed entered items into box and repeat this process until all the items are on the debit.

::7. Return to the '''"40"''' '''"Work with Purchase order"''' screen and find the debit memo you are working on. Once found input '''"7"''' next to debit and then press '''"Enter"''' to add notes to the Debit header. '''→''' Type the following into the provided notes area: '''"THIS IS NOT AN ORDER BUT A REQUEST TO RETURN OR DESTROY THE LISTED OUTDATES."''' '''→''' Press '''"Enter"''' to confirm.

::8. Input '''"8"''' next to the debit followed by '''"Enter"''' to bring up the debit address's screen.

::9. Input '''"1"''' next to '''"Dispatch"''' followed by '''"Enter"''' to bring up the address list. '''→''' Press '''"F4"''' to view the possible address's from the drop down menu. To choose one press '''"F12"''' and then input the correct '''"Address number"''' on the '''"Address number"''' line.

::10. Return to the '''"40"''' '''"Work with Purchase order"''' screen and input '''"11"''' to '''"Print"''' followed by '''"Enter"''' '''→''' Ensure that the fields on this page are as follows:

:Purchase orders
:Printer queue... '''"RTNCOPIER"'''
:Number of copies... '''"1"'''
:hold on spool file... N

::::*'''Note:''' Print enough copies to have 1 in each box and 1 for our record.

:DI PO creation list
:Printer queue... PRT01
:Number of copies... 1
:hold on spool file... '''"Y"'''

::11. Press '''"Enter"''' to bring up the Debit Authorization screen. '''→'''

:'''"IF"''' Return Authorization is '''"NOT"''' required Press '''"Enter"''' again followed by '''"F12"'''
:'''"IF"''' Return Authorization '''"IS"''' required Press '''"Enter"''' again '''→''' type '''"TO"''' next to the correct email/fax address and the press '''"F7"''' followed by '''"F10"''' to bring up the RA# request page.

::12. Change the message text to the following:
'''"Please confirm the following request within 48 hours of receipt. Thank you! Please authorize the return or destruction of the listed outdates and credit our account accordingly."''' '''→''' Change the Fax Cobnfirmation number to 604-276-5283 then press '''"Enter"''' followed by '''"F10"''' to send the request.

::13. Create a new Hotline corresponding to the debit that has just been created. '''→''' From the '''"16"'''/'''"Returns"''' menu type '''"10"''' ('''"Hotline"''' menu) and press '''"Enter"'''

::14. Press '''"F6"''' to create a new hotline and fill out the following information:
On the customer order line input the Vendor number for the according debit.
On the customer order number line input the according Debit memo#
Input the '''"Handler"''' as '''"RETURNS"''' and the '''"Problem/Resol Code:"''' as '''"BRR/BDR"''' followed by '''"Enter"''' to auto-fill the rest of the sheet and create the hotline.

::15. Press '''"F8"''' (Notes) '''→''' Press '''"F6"''' to input a new text line '''→''' Type the following: '''"Debit memo#_______ past due please contact the vendor for resolution. '''→''' Press Enter to add text to hotline.

::16. Input information about debit onto '''"Returns Tracking"''' (Excel Spreadsheet) and proceed to '''"Part 3"''' when possible.

=== PART 3: Completion of the debit and confirming the items/credit.===

::1. Mochasreen main menu '''→''' Type '''2''' for Unipharm Extensions '''→''' Type '''1''' for VA Company (PRODUCTION) '''→''' Type '''50''' for Warehouse Menu '''→''' Type '''16''' for Returns Menu '''→''' Type '''40''' for Work with purchase orders menu.

::2. Press '''"F8"''' and input the corresponding debit memo# '''→''' Press '''"F7"''' to replace the existing text with the debit shipping information. (EG: Shipped 01/01/2018 via Loomis#___________ as per RA#_________) '''→''' Press '''"Enter"''' to confirm. '''→''' Write this same information on the header section of the paper copy of the corresponding debit.

::3. Type '''"13"''' followed by pressing '''"Enter"'' '''→''' Ensure that "Hold on Spool file" is '''"Y"'''
:::DI PO creation list
:::Printer queue... PRT01
:::Number of copies... 1
:::Hold on spool file... Y
:::Press '''"Enter"''' followed by '''"F12"'''

::4. Return to the '''"16"''' / '''"Returns"''' Menu and type '''"44"''' (Show Reception Note # for P/O) '''→''' Press '''"TAB"''' and input corresponding debit # followed by '''"Enter"''' '''→''' Copy the Reception note that is visible on this screen and Press '''"F12"''' until you are once again at the '''"16"''' / '''"Returns"''' menu.

::5. Type '''"43"''' followed by '''"Enter"''' (Confirm P/O reception) '''→''' paste copied reception note and press '''"Enter"'''

::6. Manually type accurate returns location that these items were located in for removal from system. Once the fields are filled in press '''"F8"''' to proceed to next page and continue this step until all items on debit have been confirmed.

::7. Once the reception note confirmation has been completed the debit will be changed to status 60 in our system. Update the '''"Returns Tracking"''' (Excel Spreadsheet) with the new information and place the physical copy of the debit's paperwork in the pile to be sent over to the office.

[[Category:Returns]]
[[Category:Processing Vendor Debits]]

Distribution Centre:Health Canada Regulations & Guidelines

2018-03-02T19:36:04Z

Mikeg: /* Other Resources */

==Overview==
Health Canada is responsible for establishing standards for the safety and nutritional quality of all foods sold in Canada. The department exercises this mandate under the authority of the Food and Drugs Act and pursue its regulatory mandate under the Food and Drug Regulations.

uniPHARM is committed to following Health Canada and other government regulatory body mandates to ensure our company is following all provincial and federal standards, regulations, and laws.

===Resources===
*[https://www.canada.ca/en.html/ Government of Canada website]
*[http://laws-lois.justice.gc.ca/eng/ Government of Canada Justice Laws website]

==Narcotic Control==
The Narcotic Control Regulations require uniPHARM to be a licensed dealer and have a quality person in charge with certain requirements. More information can be found on the [http://laws-lois.justice.gc.ca/eng/regulations/C.R.C.,_c._1041/index.html/ Narcotic Control Regulations webpage]

The Directive On Physical Security Requirements For Controlled Substances goes over the licensed dealer's security requirements for the storage of controlled substances. The purpose of this directive is to ensure that minimum security requirements are met to prevent potential theft of controlled substances. More information can be found on the [https://www.canada.ca/en/health-canada/services/health-concerns/reports-publications/controlled-substances-precursor-chemicals/directive-physical-security-requirements-controlled-substances-licensed-dealers-security-requirements-storage.html webpage here]

==Food & Drug==
The Food and Drugs Act and the Food and Drug Regulations are mandates provided by the Government of Canada to protect the safety of Canadians from potential risks of certain food or drugs that may or may not follow established guidelines and regulations. More information can be found on the [http://laws-lois.justice.gc.ca/eng/acts/F-27/index.html/ Food and Drugs Act] page and the [http://laws.justice.gc.ca/eng/regulations/c.r.c.,_c._870/index.html/ Food and Drug Regulations] page.

==Benzo's & Targeted Substances==
uniPHARM follows the Controlled Drugs and Substances Act to ensure the company complies with all regulations including the proper disposal of controlled substances. More information can be found on the [http://laws-lois.justice.gc.ca/eng/acts/C-38.8/ Controlled Drugs and Substances Act webpage].

Further, the Benzodiazepines and Other Targeted Substances Regulations is followed to comply with proper licensing, handling, classification, and destruction of targeted substances. More information can be found on the [http://laws-lois.justice.gc.ca/eng/regulations/SOR-2000-217/index.html/ Benzodiazepines and Other Targeted Substances Regulations webpage].

==Precursors==
The Precursor Control Regulations are mandated under the Controlled Drugs and Substances Act and provides detailed content on the licensing, handling, transportation, and destruction of Class A and Class B precursors. More information can be found on the [http://laws-lois.justice.gc.ca/eng/regulations/SOR-2002-359/index.html/ Precursor Control Regulations webpage].

==Drug Recalls==
The Natural Health Products Regulations are located on the [http://laws-lois.justice.gc.ca/eng/regulations/SOR-2003-196/ Natural Health Products Regulations webpage].

The Recall Policy is located on the [https://www.canada.ca/en/health-canada/services/drugs-health-products/compliance-enforcement/information-health-product/drugs/recall-policy-0016.html Recall Policy webpage].

Visit: [https://www.canada.ca/en/health-canada/services/drugs-health-products/compliance-enforcement/recalls/product-recall-procedures.html Product Recall Procedures] to view what is currently required for procedures of product recalls.

==Medical Device Recalls==

The [http://laws-lois.justice.gc.ca/eng/regulations/sor-98-282/index.html Medical Device Regulations] apply to any medical device sold or advertised to individuals and describes the different types of classifications of medical devices.

The purpose of the [https://www.canada.ca/en/health-canada/services/drugs-health-products/compliance-enforcement/problem-reporting/medical-devices-recall-guide-0054.html Guide to Recall of Medical Devices] is to assist in providing knowledge of how to:

*keep medical device distribution records
*recall medical devices
*report medical device recalls to Health Canada
*write procedures for distribution record keeping and recall

==Medical Device Inspection==

[https://www.canada.ca/en/health-canada/services/drugs-health-products/compliance-enforcement/information-health-product/medical-devices/inspects-medical-device-establishments-0064.html How Health Canada inspects medical device establishments].

'''Note:'''
*An inspection takes place if you have a medical device establishment licence (MDEL) and are a distributor (Class I-IV medical devices). Regular inspections are every '''5 years'''.

[https://www.canada.ca/en/health-canada/services/drugs-health-products/compliance-enforcement/problem-reporting/guidance-investigation-reported-medical-device-problems-0065.html Guidance on Investigation of Reported Medical Device Problems] provides an overview of procedures if there is a problem with a product such as risk management (roles and responsibilities of distributors), problem investigation (documenting, implementing, and evaluation).

==Good Manufacturing Practices (GMP)==
[https://www.canada.ca/en/health-canada/services/drugs-health-products/compliance-enforcement/good-manufacturing-practices/guidance-documents/gmp-guidelines-0001/document.html Good Manufacturing Practices (GMP) Guidelines] '''2009 Edition, Version 2, issued Feb. 28, 2018, GUI-0001'''.

[https://www.canada.ca/en/health-canada/services/drugs-health-products/compliance-enforcement/good-manufacturing-practices/guidance-documents/risk-classification-drug-gmp-observations-0023/document.html Risk classification guide for drug good manufacturing practices observations] '''GUI-0023'''

===GUI-0069===
The mandate of the [https://www.canada.ca/en/health-canada/services/drugs-health-products/compliance-enforcement/good-manufacturing-practices/guidance-documents/guidelines-temperature-control-drug-products-storage-transportation-0069.html Guidelines for Temperature Control of Drug Products during Storage and Transportation] is to "promote good nutrition and informed use of drugs, food, medical devices and natural health products, and to maximize the safety and efficacy of drugs, food, natural health products, medical devices, biologics and related biotechnology products in the Canadian marketplace and health system". This guide goes over the proper distribution, warehousing and storage, transportation, receiving, and documentation.

Specifically applies to storage and inbound/outbound transportation of:
::*Pharmaceuticals (OTC, Prescription, Category IV, Ethical)
::*Biologics (Schedule D)
::*Radiopharmaceuticals (Schedule C)
::*Narcotics and Controlled Substances
::*Clinical Trial Drugs
::*Professional Samples
::*Natural Health Products intended for export to MRA
::*For Human and Veterinary Use

==GMP Inspection==
[https://www.canada.ca/en/health-canada/services/drugs-health-products/compliance-enforcement/good-manufacturing-practices/policies-standards/inspection-policy-canadian-drug-establishments.html GMP Inspection Policy for Canadian Drug Establishments] '''POL-0011'''.

*GMP Inspections typically occur every '''36 months''' for Importers, Distributors, and Wholesalers.
*Inspections for uniPHARM ("Wholesaler") reviews the:
::1. Premises
::2. Personnel
::3. Manufacturing Control
::4. Quality Control
::5. Records
An observation of risk will be assessed and a rating will be given (more information can be found on the Risk Classification of GMP Observations: [https://www.canada.ca/en/health-canada/services/drugs-health-products/compliance-enforcement/good-manufacturing-practices/guidance-documents/risk-classification-observations-0023.html '''GUI-0023''')].

'''Tip:'''
*When expecting an inspection by Health Canada, always ask the Health Canada inspectors who arrive to show their I.D. to ensure they are who they say they are.

==CAPDM - Temperature Control Best Practices==
Please see person in charge for more information.

==CAPDM - Safe and Secure Practices==
Please see person in charge for more information.

==Other Resources==
*[https://www.canada.ca/en/health-canada/services/drugs-health-products/compliance-enforcement/establishment-licences/directives-guidance-documents-policies/guidance-drug-establishment-licences-drug-establishment-licensing-fees-0002.html Guidance on Drug Establishment Licences and Drug Establishment Licensing Fees] '''GUI-0002'''
*[https://www.canada.ca/en/health-canada/services/drugs-health-products/compliance-enforcement/establishment-licences/directives-guidance-documents-policies/drug-good-manufacturing-practices-establishment-licensing-enforcement-directive-0004.html Drug Good Manufacturing Practices (GMP) and Establishment Licencing (EL) Enforcement Directive] '''POL-0004'''
*[https://www.canada.ca/en/health-canada/services/drugs-health-products/compliance-enforcement/good-manufacturing-practices/policies-standards/compliance-enforcement-policy-0001.html Compliance and Enforcement Policy] '''POL-0001'''
*[https://www.canada.ca/en/health-canada/services/drugs-health-products/compliance-enforcement/good-manufacturing-practices/guidance-documents/annex-2-current-edition-guidelines-schedule-drugs-biological-drugs-0027.html Annex 2 to the Current Edition of the Good Manufacturing Practices Guidelines Schedule D Drugs (Biological Drugs)] '''GUI-0027'''
*[https://www.canada.ca/en/health-canada/services/drugs-health-products/compliance-enforcement/good-manufacturing-practices/guidance-documents/annex-manufacturing-practices-positiron-emitting-radiopharmaceuticals.html Annex to the Good Manufacturing Practices Guidelines Good Manufacturing Practices (GMP) for Positron Emitting Radiopharmaceuticals (PERs)] '''GUI-0071'''
*[https://www.canada.ca/en/health-canada/services/drugs-health-products/compliance-enforcement/information-health-product/drugs/guidelines-active-pharmaceutical-ingredients-0104.html Good Manufacturing Practices (GMP) Guidelines for Active Pharmaceutical Ingredients (API)] '''GUI-0104'''

*[https://www.canada.ca/en/health-canada/services/publications/healthy-living/loss-theft-controlled-substances-precursors.html Reporting of loss or theft of controlled substances and precursors]

[[Category: Health Canada]]
[[Category: Distribution Centre]]