Yes No Yes No Yes No Yes No Is there an item out of inventory? Higher quantity ordered then available. 0 in stock (Check your shipping method and keep this in mind as you proceed) If the order is shipping to a PO box and won’t be a freight shipment follow the arrow. If Not (see the additional options chart) Yes No Click the “edit” button and look at the items. Is this item stocked or manufactured in house? Yes Can the item be Manufactured? No Yes No Open the item in a new tab and look at potential vendors. (Proceed to dropship chart) Change the item to pending fulfillment Input your name as the “Sales rep” Enter any notes ex: MFG Hit save. (proceed to Finishing chart) Open the item in a new tab. Is the item on order or will it be received soon? Yes No Consider the shipping method, and how long it will take to be received. Is the time reasonable?

Yes No No Yes No Dropship Chart Look over your possible vendors. Do they have special requirements? Yes Go back to editing your sales order. Click into the item line. Make sure the “PO vendor” is the same. (southern wire will be Southern wire dropship) Change the cost type to “Purchase Order Rate” Click ok . Do this for all dropship items. Change the order to “Pending Fulfilment” Input your name as the “sales rep” Enter any notes Hit save (Proceed to the finishing Chart) Does your order meet these requirements? No No Yes E-mail the vendor and see if an exception can be made or request other vendors. Can another vendor be found? No E-mail/call the customer and see if a solution can be found. If not, look into special alternatives. If so, restart wherever the solution is found.

Yes No Additional Options Save Order Save Order Edit the Sales Order Press “KART” button Ensure the Destination Zip Code is where you order is going (if this is defaulted to Aurora, IA – see the service team) Enter the number of pallets and number of packages that it will take to ship this (only have to enter number of packages if you want to see Ground Rates) Click the guy in the bottom right corner to see results Choose the Carrier that you would like to use based on rates and transit time       Once a carrier is selected, move down. Additional Options If the order is being Drop Shipped and needs to go on a Pallet as a Freight Shipment: Open the FedEx Desk Top Tool (The FedEx Bus) Select “LTL Freight” tab at the top Select “LTL 3rd Party” in the drop down menu under Payment Detail Select “Third Party” as the Payment Type Enter the Recipient (customer’s) zip code Enter the Sender’s zip code – check with the vendor if you do not know which zip code they are shipping from *This field should never be 52345 for Drop Ships Select any needed accessorials under the Shipment Detail section Enter the Weight and Class of your shipment Click Quote Select which ship method you would like to use (FedEx Freight Economy or Priority ) depending on cost and transit time Change the shipping Method on the Sales Order to your Carrier option Note the Carrier, Weight, Transit Time and Quote number in the “Order Notes” on the Sales Order Enter the cost (My Rate) from FedEx into the “Estimated LTL Shipping Cost field Save Order Change the item to “pending fulfilment Input your name as the “Sales Rep” Is this order going to need to be shipped on a pallet from us? Yes No Enter the Carrier Name, Transit Time, Weight of the Shipment and Quote number (if one is provided) into the “Order Notes” on the Sales Order. Fill in the “Estimated LTL Shipping Cost” field with the rate you received in KART Change the Shipping Method to the correct LTL Carrier Save Order   Proceed to finishing Chart Proceed to drop ship chart

No Yes Yes No Finishing Chart Double check everything Hit the bill button at the top. All the info should be automatic. Hit save. Hit ok. Go back to the sales order. Was this a drop shipped item? No Yes Keep in mind the selected shipping method. Will there be a delay for the customer? Save the PO Click the PO or select drop ship on the line item. Click “save and print” to create your PO. If that isn’t an option, hit the little printer icon Save this page. Save the PS Click the “Mark as shipped” button. Switch the order to “Packed” Click save and then save the page that pops up. E-mail the vendor with the PS and PO attached using your dropship signature. Inform them of any expedited shipping. Yes Click “more actions” and select message Move to the message portion Select the “out of stock template. Fill in any of the red marked portions. Change all text to black or “automatic” Double check your work and click “merge and send” No WOOOOHOOOO YOUR DONE!!