This is closely tied with 2b. Shipping and packaging - IN PROGRESS under checkout.
Preferences in Excel format
Tina and Meme's original list
Based on Shipping location:
- Ship VIA (Carrier preference) – UI should note that we will use Best Way for Prepaid orders.
- Freight Account Number
- Freight Terms
- Freight Bill Address
- Ship / Don’t ship in master pack cartons – Internal only.
- Call xxxxx when order is ready.
- **Call……….for delivery appointment**108
- **Include C of C**144
- Ship Complete
- **Reference customer part number**117 – Line Item
- **Reference customer PO number**119
- ** Ship and Backorder **102
- **Inside Delivery ** 105
- **Lift Gate Delivery** 106
- **Rec. hours ………….**109
- ** Attach Documents** 111
- ** Customer item number** 117
- ** BOL comment** 133
- **Call prior to shipping** 136
Based on Billto Account:
- Ship VIA (Carrier preference) – UI should note that we will use Best Way for Prepaid orders.
- Freight Account Number
- Freight Terms
- Freight Bill Address
- Ship / Don’t Ship in master pack cartons – Internal only.
- Rec. hours ………….**109**
- Ship and Backorder **102
- ** Attach Documents** 111
- **Hold and ship with next order** 114
- ** Call with freight totals ** 115
- ** Customer item number** 117
- **Customer pick up **122
- ** BOL comment** 133
- **Call prior to shipping** 136
Based on Sales Organization:
- Ship / Don’t Ship in master pack cartons – Internal only.
Not allowed as a preference:
- Hot Rush – please ship today (internal option during order entry)
- Ship today to arrive tomorrow (freight choice)
- No delivery appointment needed – we offer the opposite, so let’s not allow this one.
- Do not use…………trucking company
- Ship Via …. Only – because we handled defaulting the actual SHIP VIA code.
- Fax copy of BOL to …………. – We do not want to offer this, let’s make the customer have to ask for it.
- Please bulk pack for best shipping rate – We will not put this out there because this is our standard procedure.
- **Ship on……**123 – Not a preference, this is the ship date on a per order basis.
- **Ship to arrive on ……..**125 – Not a preference, this is on a per order basis
- **Blank comment *** (internal option)
- **Expedited -ship complete ** 101 - (internal use per order basis)
- **Expedited -ship and backorder ** 103 - (internal use per order basis)
- **Tailgate Delivery ** 106- This is when an order need to be place on the end of the truck to be delivered first. Not a preference
- ** ship with order ** 116 - (internal option)
- ** Mark with number of cases** 118 ( internal use per order basis)
- **Call with Pick up Information** 121 - Shipping menu option
- **Customer pick up **122
- **Enter Lead Time** 124- (interal use config)
- **Ship on or Before** 126- Not a preference this on a per order basis
- ** Tracking Information** 128- No longer valid comment
- ** Special Shipments** 129- /**special shipments Reno**- These comments were added as tracking comment when we shipped from another warehouse
- **Enter warehouse location** 130- Not a preference
- **Hot Rush Custom & Delivery ** 139 Not a preference
- **No Double Stacking** 141- (internal use only)
- ** Min order quanity quote** 142- (internal use config)
- **Plate charge not included** 143 (internal use config)
Needs further discussion:
- Use our (customers) packing slip Include Lot #’s on paperwork – This seems to be trending upward.
- Call xxxxx when order is ready. – Should this possibly be at the billto level.
- How are we going to handle customer and dropship customer part numbers?
- ** Use 40x48 Pallets** 112 - we need to have a standard pallet size company wide
Attachments:









































