Difference between revisions of "Customer Service:Pick List-Changing Priority"

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'''This will cover the following:'''
 
  +
==Overview==
#Cancelling an item off an order - not yet picked
 
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This will outline how to change the shipping pick list priority for the following request from stores.
#Cancelling an item off an order already picked
 
 
*Cancel an item off an order - '''not yet picked'''
#Changing shipping priority (Atlas & Loomis)
 
 
*Cancel an item off an order - '''already picked'''
#Cancelling an entire order
 
 
*Change shipping priority (Atlas & Loomis)
 
*Cancel an entire order
  +
  +
'''Please advise the warehouse (either Gord or Parm) of any changes to a pick list.'''
   
 
==Changing the priority after cut off==
 
==Changing the priority after cut off==
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{{unc|\\superserver\FormsGeneral\Membership\Communications|Cutoff Times for Loomis & Atlas}}
'''Cut of times for in town afternoon deliveries
 
 
'''
#Rx & Home Healthcare 1:00pm
 
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#OTC/HABA 12:00pm
 
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'''The majority of priority changes after cut off will be for afternoon Atlas deliveries.'''
'''
 
 
'''''Cut off''' times for '''in town afternoon''' deliveries'' are:
*Open a new hotline in ASW
 
 
Rx & Home Healthcare '''1:00pm''' OTC/HABA '''12:00pm'''
*Use hotline Problem code “ORDER” Resol “ORESHP”
 
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*The stores will usually call between 1:00 & 1:30
*In mocha Go to 50 warehouse menu
 
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*Enter 1 picking and shipping
 
  +
*Most drivers leave uniPHARM for deliveries around 1:40 - 1:50 so if a request happens to come in later than 1:20 give Gord a call to make sure the driver is still here and there is time to pick the order. These request are usually for 1 or 2 items urgently needed for a customer.
*Enter 2 pick list status
 
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*Enter the order number in the Value field and then press enter
 
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*Generally we boost these type of orders and front store orders for '''Shareholders only''' but on occasion for a Customer depending on the circumstance.
*Scroll down and enter DT=Details in the field left of the Carr
 
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*Change the priority to '''01''' for Atlas or '''10''' for Loomis
 
*Change the scheduled pick up '''date and time'''
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#Open a new hotline in ''''ASW''''
 
#Use hotline Problem code ''''ORDER'''' Resol ''''ORESHP''''
**Use the current date and the last number to day of the week for the time (i.e. 1 for Monday 8:01AM or 1:31PM Tuesday 8:02 or 1:32 etc)
 
 
#In mocha Go to '''50''' warehouse menu
*Press enter to save.
 
 
#''''Enter 1'''' picking and shipping
 
#''''Enter 2'''' pick list status
 
#Enter the '''order number''' in the Value field and then press enter
 
#Scroll down and enter ''''DT=Details'''' in the field left of the 'Carr'
 
#Change the priority to ''''01'''' for Atlas or ''''10'''' for Loomis
  +
#Change the scheduled pick up '''date and time'''
 
#Use the current date and the last number to day of the week for the time (i.e. 1 for Monday 8:01AM or 1:31PM Tuesday 8:02 or 1:32 etc)
 
#Press enter to save.
  +
*If you change the priority on a pick list and for some reason the order can not go out make sure to change the priority back to it's original status
   
 
==Cancelling an item off an order==
 
==Cancelling an item off an order==
  +
#Follow "Changing the priority" steps 1 through 7
*Change priority status to '''90''' if more than 1 item on the order
 
 
#Enter the '''sales order number'''
*Call warehouse (Gord or Parm) and advise them with the pick list number and item number you would like cancelled from that pick list.
 
*If the only item on the order change priority status to 99 and hit enter. This will delete the entire pick list.
+
#Change priority status to ''''90'''' if more than 1 item on the order
 
#Call warehouse (Gord or Parm) and advise them with the pick list number and item number you would like cancelled from that pick list.
  +
#If the only item on the order change priority status to ''''99'''' and hit enter. This will delete the entire pick list.
   
 
==Cancelling an entire order==
 
==Cancelling an entire order==
  +
#Follow "Changing the priority" steps 1 through 7
*Look up the sales order number in ASW
 
 
#Change the priority status to ''''99''''
*Go to 50 warehouse in mocha
 
 
#Press '''enter''' to save.
*Enter the sales order number
 
 
#This will delete the entire pick list.
*Change the priority status to 99
 
*Press enter to save.
 
*This will delete the entire pick list.
 
   
 
==Cancelling Orders already picked==
 
==Cancelling Orders already picked==
*Go to web orders and enter the item number(s) on the order and review the returns policy to see if the item(s) is returnable.
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*Go to web orders and enter the item number(s) on the order and review the '''returns policy'''{{unc|\\superserver\FormsGeneral\RETURNS}} to see if the item(s) is returnable.
*If the product is not returnable ask the warehouse Parm/Gord if they can try and find the box and then forward it to returns so they can credit the store.
+
*If the product is not returnable ask the warehouse Parm/Gord if they can try and find the box and then forward it to returns so they can '''credit the store'''.
 
*If the warehouse cannot find the box and the product(s) is returnable the store can either return the product after delivery or once it expires.
 
*If the warehouse cannot find the box and the product(s) is returnable the store can either return the product after delivery or once it expires.
*Some products such as injectables and fridge items are not returnable until they expire so the store might have to wait for expiry on some products if this is the case.
+
*Some products such as injectables and fridge items are not returnable until they '''expire''' so the store might have to wait for expiry on some products if this is the case.
**The store can review the returns policy for these items or call Customer Service.
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*The store can review the returns policy for these items or call '''Customer Service'''.
   
 
[[Category:Workflows-Customer Service]]
 
[[Category:Workflows-Customer Service]]
[[Category:Sales Orders]]
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[[Category:Pick List]]

Latest revision as of 16:49, 20 November 2017

Overview

This will outline how to change the shipping pick list priority for the following request from stores.

  • Cancel an item off an order - not yet picked
  • Cancel an item off an order - already picked
  • Change shipping priority (Atlas & Loomis)
  • Cancel an entire order

Please advise the warehouse (either Gord or Parm) of any changes to a pick list.

Changing the priority after cut off

Cutoff Times for Loomis & Atlas

The majority of priority changes after cut off will be for afternoon Atlas deliveries. Cut off times for in town afternoon deliveries are: Rx & Home Healthcare 1:00pm OTC/HABA 12:00pm

  • The stores will usually call between 1:00 & 1:30
  • Most drivers leave uniPHARM for deliveries around 1:40 - 1:50 so if a request happens to come in later than 1:20 give Gord a call to make sure the driver is still here and there is time to pick the order. These request are usually for 1 or 2 items urgently needed for a customer.
  • Generally we boost these type of orders and front store orders for Shareholders only but on occasion for a Customer depending on the circumstance.
  1. Open a new hotline in 'ASW'
  2. Use hotline Problem code 'ORDER' Resol 'ORESHP'
  3. In mocha Go to 50 warehouse menu
  4. 'Enter 1' picking and shipping
  5. 'Enter 2' pick list status
  6. Enter the order number in the Value field and then press enter
  7. Scroll down and enter 'DT=Details' in the field left of the 'Carr'
  8. Change the priority to '01' for Atlas or '10' for Loomis
  9. Change the scheduled pick up date and time
  10. Use the current date and the last number to day of the week for the time (i.e. 1 for Monday 8:01AM or 1:31PM Tuesday 8:02 or 1:32 etc)
  11. Press enter to save.
  • If you change the priority on a pick list and for some reason the order can not go out make sure to change the priority back to it's original status

Cancelling an item off an order

  1. Follow "Changing the priority" steps 1 through 7
  2. Enter the sales order number
  3. Change priority status to '90' if more than 1 item on the order
  4. Call warehouse (Gord or Parm) and advise them with the pick list number and item number you would like cancelled from that pick list.
  5. If the only item on the order change priority status to '99' and hit enter. This will delete the entire pick list.

Cancelling an entire order

  1. Follow "Changing the priority" steps 1 through 7
  2. Change the priority status to '99'
  3. Press enter to save.
  4. This will delete the entire pick list.

Cancelling Orders already picked

  • Go to web orders and enter the item number(s) on the order and review the returns policy[1] to see if the item(s) is returnable.
  • If the product is not returnable ask the warehouse Parm/Gord if they can try and find the box and then forward it to returns so they can credit the store.
  • If the warehouse cannot find the box and the product(s) is returnable the store can either return the product after delivery or once it expires.
  • Some products such as injectables and fridge items are not returnable until they expire so the store might have to wait for expiry on some products if this is the case.
  • The store can review the returns policy for these items or call Customer Service.