Summary

Sales orders are the sales from a Client on White Glove to their end customers.

Warehouse Interaction

Sales orders are firstly sent to the warehouse to instruct the warehouse to pick items, pack them and dispatch them to the chosen destination (usually a Final Mile Hub). The Final Mile Hub (Facility) is from where a White Glove partner picks up the goods and install them to the end customer’s location. Generally Final Mile Facilities are owned by White Glove Partners. The list of them and their addresses is stored in the White Glove system.

Sales orders can be allocated to ASNs or Goods Transfers (inbound bookings) to help the client keep track of stock and where it is allocated to. There is nothing to stop a sales order being sent if the ASN has not been received and put away, however when the ASN hasn’t been received a warning is shown to indicate that that ASN has not been processed.

Rescinding an Order from the Warehouse

A Sales Order can be rescinded from the warehouse at any time. This means that there is an instruction for the picking, packing and dispatch to not go ahead. There are two outcomes to this:

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Once the order has been dispatched, a dispatch notification is sent to the White Glove Application. The booking statuses which are valid for the dispatch notification are

Normal Practice

• Sales Order Sent (normal practice)

Where Sales orders have been rescinded

• Rescind Pending (Pending rescing)

• New (Pending was rescinded but was ineffective Rescind Pending - Rescinding has bene started but has not yet been completed

• New

  • Pending was rescinded with no effect so the sales order was still processed

  )

Where Sales Orders are not required for the warehouse

• New (decision

  • or

  • Decision was made that warehouse processing not required

  - but the

  • . A dispatch notification has to be produced from an external system for the dispatch to be recognised.

Pre-Alert Sent to Final Mile Facility (Hub)

On dispatch an automatic attempt is made to send a Pre-Alert to the contacts defined in the Final Mile Hub as well as cc to the SEKO Logistics email address representing correspondence with the Client.

The email body contains the following:

• Goods details

• ETA

• Packing and delivery information

• Customer details

• Booking Confirmation link (URL to supplier portal)

• Purchase Order

Pre-Alert Send Failure

Pre-Alerts can fail to send because of the following reasons:

• Packing information, ETA or Costs have not been added

• The addresses are not correct within the Final Mile Hub

• General email failure - further sending attempts should succeed)

Booking Confirmation

Booking Confirmations are completed by the White Glove partner in conjunction with the End Customer. This contains all the details about the booking including

• Contacts

• Addresses

• Health and Safety

• Information about things like steps, narrow doors etc

• Availability of lifts and goods sizes to ensure they fit in

• Extra contacts

• Additional comments

Completion of Booking Confirmation

On completion of the booking confirmation the addressees in the booking form will be sent an email with a PDF document containing the confirmed details. It will also be sent as cc to the SEKO Logistics email address representing correspondence with the Client. The Booking will be updated to a status of Work Scheduled with the scheduled delivery (or installation) date.

Expiry of Booking Confirmation

After 7 days of sending, or after completion of the form, the link to the booking expires so clicking it will result in a message stating that the Farnborough office needs to be contacted to send another Pre-Alert with a new Booking Confirmation link.

Pre-Alert Resend

Pre-Alerts can be resent at any time until the status of the job is marked as Completed. These can include changes in costs.

Work Completed

Once work has been completed the Life Cycle panel will be ticked manually with either

• Completed

• Completed with issues

• Aborted

In this case, and as long as at the time of setting the Work Complete, the booking status is to “Work Complete”

Send Revised Purchase Order

Once work is complete and if required, another Purchase Order can be sent with Actual Costs.

Set back to Work Scheduled

If all the Work Complete tick boxes are deselected and the status of the booking at the time is “Work Complete”, the status will be set back to Work Scheduled.

FAQs

Sales order will not go through on the White Glove system

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