1. 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?

2. 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
the vendor and see if an exception can be made or request other vendors. Can another vendor be found? No
/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.

3. 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 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

4. 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.
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!!