Marketing Orders and Credit Note Issuance
Marketing Orders and Credit Note Issuance
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(A) SALES ORDER ISSUANCE
In Netsuite, hover over the Transaction tab > Sales > Enter Sales Orders
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INPUT:
1. CUSTOMER - Marketing(MY)
2. MEMO – Follow Account code (indicate retailer’s name when applicable).
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3\. LOCATION: Kerry MY
4. EXPECTED DELIVERY DATE (release date)
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5. ITEM’S INFORMATION (ITEM, QUANITITY, ensure PRICE LEVEL IS MYR MKT, 0), check back order.
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6. Enter retailer’s name under MEMO in line, if applicable.
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7\. Enter Shipping Address and contact information - Save the sales order
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8. Update B\&G MY Delivery Record for Ops’ submission.
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(B) SCHEDULE EASYPARCEL COURIER SERVICE
{% hint style="info" %}
Check with Ops on transport mode if item(s) is more than 1 parcel/ large parcel.
{% endhint %}
1. Login to Easyparcel (User: [myops@bloomandgrowgroup.com/](mailto:myops@bloomandgrowgroup.com/) Password: Blooming323)
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\- Choose cheapest transport, usually Pgeon
\- Choose Service Type: Pick-up > Book.
\- Fill-up sender, receiver and parcel information.
\- Under Receiver > Reference (Optional Column) – fill up the SO No.
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\- Select pick-up date, tracking SMS.
\- Add to Cart, pay with credit.
\- Print AWB and email to Ops.
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(C ) CREDIT NOTE ISSUANCE
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1. CUSTOMER - Marketing(MY)
2. MEMO – Start with Marketing – indicate reason.
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3. ITEM’S INFORMATION (ITEM, QUANITITY, ensure PRICE LEVEL IS MYR MKT, 0)
4. LOCATION: Kerry MY > Save > Print for sending out.
5. Issue transfer inventory to the physical stock location if applicable.
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6. Input memo: Reason with CN No for reference.
CN Memo
Accounting purpose
Billing issue
CN Issue - aging on payment
Correction for Consignment
Customer request
Defective claim
Extra stock/ sample found
Good stock returned
Good stock returned (E-comm)
Incentive scheme
Logistics/ warehouse issue
Lost parcel
Marketing
Operations issue
System issue
Sales Rep request
Shortage in delivery
Stock Issue
TRU NIC
7. FROM LOCATION: Kerry MY/ TO LOCATION: Physical stock location
8. Fill-up items’ information > Save
\- When the credit note is not related to physical item, to input the marketing related code.
\- When the credit note issuance is to retailer, to input the CUSTOMER NAME (RETAILER) correctly, ensure SALES REP is Marketing.
\- When the credit note it for retailer’s in-store promotion, to indicate promotion mechanics and give-away items information clearly. Example:
\- When the give-away items are different prices, to indicate separately in credit note, example:
