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- You can use the commercial invoice as a reference for international shipments. - For domestic shipments, you can use the pickup address on the signed BOL once the order is shipped. - If PSI coordinates the shipment, you can select the shipment ID, and all the information, including Origin Facility Name, address, city, state, zip code, and country, will be automatically populated.
Suppose the shipment does not contain the origin facility address. In that case, you can either edit it on the "domestic shipments" tab and reprocess it or unselect the shipment ID so you can enter the information manually.
If the information is not populated for your supplier, the facility is not saved in our C&C (Companies and Contacts tool). If this happens, please create a new customer/vendor using the . Once completed, you can select the "Origin Facility Name." If information is missing, you can manually enter it after selecting the Origin Facility Name.
Add Order to OMS and Save.You can invoice once you receive a Bill of Lading (BOL) or proof that items were picked up. We need to wait to obtain evidence of pickup since we can’t log on to the other person’s warehouse and confirm something was picked up. Make sure quantities match. Purchase in inventory to Location Direct Orders – Direct Orders Stock. Put SO# as a reference. Invoice Sales Order from Location Direct Orders – Direct Orders Stock
Direct Orders
Direct Orders/Imports Enhancement in Order Management System
Kindly note we have made some changes in the Order Management System when processing Direct Orders/Imports in our system. Moving forward, we must enter the facility's name where the shipment originated (where the product was initially picked from), such as their distillery, winery, etc.
It is important to note that all addresses entered in the system must be accurate. When in doubt, please double-check with the supplier to confirm the full address (even if the order is urgent).
Below is an explanation of some of the things you need to be mindful of when entering a DO/DI in the system:
1. The Location Group must remain as "Direct Orders."
2. If PSI coordinated the shipment, you can select the Origin Information from a shipment entered in our system (domestic or international). To choose the shipment, click the dropdown option under "Populate Origin Information From a Shipment" and either scroll down until you find the shipment or type the reference number on the search bar:
3. If PSI did not coordinate the shipment, you can manually enter the "Origin Facility Name" by typing the name of the Origin Facility.
4. If the origin facility is not in the system, you can select "Other" for the Origin Facility Name. The ‘Other’ field allows users to enter a facility name manually. Once the new origin facility name is entered, the user can search for the origin facility address information using the Google auto-populating feature within Origin Address 1. When the address is selected within Origin Address 1, the rest of the address field will auto-populate.
Please review the announcement shared on Gateway for additional information.
RULES
DOs are NOT allowed in MA, and OPS Managers (unfortunately) do not overwrite state rules.
These are the states where we can NEVER do a DO: We can not DO FROM Texas TO Texa.s
We can not DO TO Massachusetts and Wisconsin
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