1. Order Fulfillment (Sale)
New Hire Training

2. Introduction
This training will cover the process of order fulfillment. The use of Quickbooks will be touched on in this training. Further training will be provided. This training will take (TIME) to complete.

3. Instructions Read each slide with detail
To proceed to the next/previous slide use your arrow keys
Answer ‘Knowledge Check’ questions to the best of your ability.

4. Objective
Develop a solid understanding of the order fulfillment process.

5. Step 1 STEP 1 Purchase Order or Email/Phone order received
Once PO is received send template to customer

6.
Dear ____, 
We have received your Purchase Order and processing your order. We will get back to you shortly with order/tracking details.
 Thank you,

7. Exception
If This is a new PO and no prior quote was provided, go to Step 3: Process the Quote (in the Quotes-pre-sales Checklist)
Next move to step 3 and skip step 2 below.

8. Knowledge Check
If you receive a new PO but no prior quote was created what do you do? A. Skip this step and go to step 4 in this process B. Go to Step 3 in the ‘Quotes Presale Checklist) C. Move to step 2

9. Step 2 STEP 2 Double check PO Info (only if prior quote was provided)
Check that quote matches PO (if applicable)
Check that lead time is still valid (if applicable)
Check that price is correct
Check that freight is correct (if applicable)

10. Step 3 STEP 3 Record in QuickBooks Open QuickBooks Create an invoice
Double check shipping address against PO
Double check shipping mode requested (customer account/ground/truck etc)
Payment terms (if net 30) or if payment in advance
Save invoice as PDF with name of company and invoice # ie. Waterfleet2155
Change name of this checklist to invoice # Waterfleet2155

11. Step 4 STEP 4 International Orders Only: Request Payment
Send template to customer

12. Email Template Dear Customer, Thank you for your order.
We have your order ready for shipment.
Please make payment to our bank account as you have on file.
We have your order on reserve at our warehouse however we cannot guarantee to keep this on reserve for you for over 48 hours. If you need additional time to make the transfer please let us know. 
(Please note: do not believe any s you receive that tell you that we have changed our bank account information, even if the looks like it's from us. If we make any changes to our bank account, we will notify you via telephone) 
Please let me know if you have any questions, 
Sincerely,

13. Step 5 STEP 5 Create International Shipping Docs
International Shipments Create an SLI (Shipper's Letter of Instructions)
How to create SLI
How to create NAFTA
How to create BOL

14. How to Create SLI

15. How to Create NAFTA

16. How to Create BOL

17. Knowledge Check
When do you use an SLI? A. B. C.

18. Knowledge Check
When are NAFTA documents required? A. When shipping out of the country B. When shipping to Mexico and Canada C. When shipping to Asia

19. Knowledge Check
When do you use a BOL? A. B. C.

20. Step 6 STEP 6 Create Domestic Shipping Docs
How to create shipping docs for Fedex
How to create shipping docs for UPS
How to create shipping docs for Truck shipments

21. How to create shipping docs for Fedex

22. How to create shipping docs for UPS

23. How to create shipping docs for Truck shipments

24. Knowledge Check

25. Step 7 STEP 7 Send Shipping Request email to NK
Send template to Noemi with shipping document attached

26. Template
Dear _________, Please see attached shipping documents for the order. It is being shipped via R+L truck. Pick up will be 2PM - 6PM today/tomorrow. Or FedEx/ UPS Ground. Etc.. Please see shipping documents attached. Your help is much appreciated. Please contact us if you have any questions

27. Step 8 STEP 1 Obtain tracking info
Obtain tracking information from NK or shipping labels.
Add this tracking information to the Invoice in QB

28. Step 9
STEP 9 Send final tracking information and invoice to customer Send template, with tracking and invoice information, to Noemi

29. Template
Dear __, Thank you for your order. It was shipped today as per your request via UPS Ground. UPS.com/tracking Tracking # Thank you for your order. (Your invoice is attached (if applicable)) Sincerely, Noemi

30. Knowledge Check

31. Knowledge Check

32. Knowledge Check

33. Knowledge Check

34. Knowledge Check

35. Knowledge Check

36. Knowledge Check

37. The End
Thank You!

38. Supplemental Slides

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