LCI

Schedule 71 

1. Open Sales order in Ax
2. Check vendor (view details)
3. Change sourcing type to purchase drp
4. And add sourcing vendor number
5. Send snip or request to vendor to obtain freight quote. IMPORTANT: add customer ref in subject)

National Business Furniture: email snip to Carrie - Carried@nbf.com and Meghan – Meghann@nbf.com

Correll: email a snip to Elouise - 'Elouise Speer' <espeer@correllinc.com>

High Point Furniture: Email Berney Gandy for quote (Berney.Gandy@lc-ind.com); Include Item Information both AX search name# & LCI Sku#, Quantity, Complete delivery address & Ax price.

Office Star – Email Berney Gandy (Berney.Gandy@lc-ind.com); Include Item Information both AX search name# & LCI Sku#, Quantity, Complete delivery address & Ax price.

*If new vendor email Berney Gandy for instructions (Berney.Gandy@lc-ind.com)

Once quote comes back

              1. Copy quote number and paste into the notes of the order. 

              2. Copy merchandise subtotal, shipping and total, save to notes

              3. Go maintain charges, add freight from quote (check “Totals” to confirm the numbers match the quote you were provided.)

4. Sign into paytrace, from dashboard go to “Virtual terminal” then select “key enter card”

 - Fill out all RED dots plus 3 additional fields; Invoice Number, Billing name and description with the customer Ref#

Amount: Obtain this from “Totals” in sales order

Credit Card# & Expiration date: Obtain this by going to “AKOS” then “Order Details” In sales order. You will get a pop up with the information 

5. Once all information has been filled out click "Process" at the bottom, and a Payment confirmation receipt will pop up, copy and paste that into the notes of AX
6.  Must check off email contact boxes
7. Grab a receipt: click View Transactions in Paytrace (left side white column) take the Customer Ref# or SO number to access the receipt, save to PC as PDF so that you can attach it to the customer confirmation email that you will create in Freshdesk.
8. Then release hold on order

Now a PO will be created, (place this number and fill out payment column "approved" in the spreadsheet)

9. Open PO and click edit 

10. Then add the freight charges to the PO (via financials > maintain charges)
11. Click “Purchase” tab in header, go to “Generate” section and click “Update”
12. Click “Purchase Order Confirmation” in the “Journals” tab to save a copy of the PO to your pc. Save name should be: NBF (our customer ref#) (NBF Quote#)
13. Email vendor the PO
    1. High Point Furniture: Email PO to Crystal Fowler; CrystalF@hpfi.com, cc Sherri Mason; SherriH@hpfi.com

2. National Business Furniture: Email PO to Carried@nbf.com  

3. Correll: Email PO to Elouise Speer; espeer@correllinc.com

4. Office Star: Email PO to Email Berney Gandy (Berney.Gandy@lc-ind.com)

14. Create ticket confirmation in Fresh Desk to send customer receipt of order, lead time.

Advise that freight is not included and has been added. 

If color selection is required, send customer link to item on website that shows available color options. *If you need a link to the color selection to provide to the customer and you do not have it, please reach out to the vendor for it. 

National Business Furniture: https://www.nationalbusinessfurniture.com/

High Point Furniture Industries: https://www.hpfi.com/resources_materials_wood.php

Once the color choice has been given from the customer. Send the PO including the color selection to the applicable vendor. 

Last step: Send delivery window update to the customer.

Notes:

• Prices can no longer be changed, even if customer approves. This is NOT ALLOWED! PRICES MUST MUCH PRICES IN AX. 
• Quantities ARE allowed to be changed/updated.
• High Point Furniture requires External Note; Include product information from quote 
• Be sure to included Point of contact as well
• Berney has advised to send the customer the quote he provides. (High Point Furniture)
• If you come across a new vendor, reach out to Berney Gandy (Berney.Gandy@lc-ind.com) for contact information and process.

Price Discrepancy

If vendor cannot honor the price that was sent in PO

• Calculate what 5% of the merchandise subtotal on the quote is. 

Take current price and subtract the price shown in AX (Current Price from quote - Ax Price = Loss amount)

IF Loss amount is more than 5%, order needs to be cancelled.

IF Loss amount is less than 5%, you can proceed with order as normal.

 Click Here for Video Walkthrough of GSA Schedules 71

Schedule 71 Process for Edi Failures

1. EDI Support (edisupport@lc-ind.com) receives a Schedule 71 order that fails (normally because the VPC listed does not exist)
2. EDI Support (edisupport@lc-ind.com) emails Sydnee (Contracts Coordinator) and Berney (Furniture Sales Manager) with the order and error (including the VPC the customer is trying to order)
3. Berney (Furniture Sales Manager) provides the Vendor, part number, and cost if applicable to Sydnee (Contracts Coordinator)  so she can add the item within 24 hours of receiving this notification
   1. Note: if it’s an NBF item or item that Berney (Furniture Sales Manager)  doesn’t have a catalog cost leaving the cost blank is fine because customer service will get the quote from the assigned vendor and make sure the PO has that cost.
4. Sydnee (Contracts Coordinator)  adds the item in AX and notifies the EDI Support (edisupport@lc-ind.com) to reprocess the order in AX.
5. If the order is not successful, engage with the team (Contracts, Customer Service, Pricing, Purchasing, and EDI Support) to identify the issue, resolve and reprocess.
6. Once the order is successfully input in AX, Customer Service releases the order and processes the order. (If quotes are needed before hand this is done by Customer Service)
7. Once the price is established (including freight if applicable) Customer Service will notify the customer of the total price and lead time and charge the customers card and provide a receipt copy.
8. The PO is then sent to the vendor for processing by Customer Service.
9. Customer Service will engage with the customer and vendor until the order is completely invoiced and the customer has received their order in full.

Item fails due to invalid pricing:

Essentially we would need to verify what price was submitted to GSA via the MOD.  Dhani or Julie should have access to that information.  In most cases if Advantage has it as one price and we have it as another previous instances of this would show that we had it wrong. (The schedule price might be right in AX due to a  price increase or a MOD that was submitted but it hasn’t been accepted or approved by GSA yet so the price submitted would be the correct one)

In this case we would update the GSA Schedule price and process the order through.  Then if there was a legitimate concern about pricing (the price GSA has is less than our cost) that would be for contracts to determine the best path forward (accept the order and take the margin hit or accept the consequences on the contract of not fulfilling the order and cancelling)

I hope that answer the question for everyone and specifically you Sydnee.  If not we can pull a call together to make sure we are on the same page