Consumer Warranty or Goodwill Order Entry GuidelinesUpdated 6 months ago
Begin New Order
- Open the new order entry screen
- From the Customer ID box, enter Account 119581(This is the JBI ONE TIME SALE account)
- Make the Ship To ID box also lists Account 119581
- If the Ship To ID box is blank, and you change the ship-to address, the change will be permanent. We don't want this to happen!
New Order Settings
- From the Order tab on the menu bar;
- In the PO box, type "WARRANTY-CONSUMER"
- In the Delivery Instructions box, type a detailed explanation of the problem and the solution
- From the Classes tab on the menu bar;
- Change Class 2 box to WARRANTY CONSUMER
- From the Terms tab on the menu bar;
- Change the Terms ID box from "CASH ADVANCE to NET 10TH OF MONTH
- From the Ship Info tab on the menu bar;
- Change the Carrier box from PICKUP to the appropriate shipping choice
- Usually UPS or FedEx Ground. Make sure to select Commercial or Residential as needed
- From the Ship To tab on the menu bar;
- Change the following boxes as appropriate
- Name box
- Address box
- City box
- State box
- ZIP box
- Country box
- Phone Number box
Item Entry with P/N
- Enter part number
- Enter quantity
- Change unit price to 0.0000
Item Entry without P/N
- Enter part number as 999
- Add a description of the item in the Extended Desc field
- Enter quantity
- Change unit price to 0.0000
Final Steps
- Review order details for accuracy
- Click the Approved checkbox
Shipment Tracking
- Email consumer tracking details as a final follow-up