Before Order Entry
These are some fields you must review before approving a sales order.
What are "order type, invoice date, internal memo, vertical market, class codes, vendors, location, ship to, install at, sales team tab, etc".
This is where you put the requested ship date on a PO.
What is under the shipping tab and the field "Ship Date".
Once you receive an order acknowledgment, these are key details to review.
What are the ship to address, pricing, quantity, item codes, and finishes.
For punch orders that are OI liable, use this class code and select this on the line.
What is "Errors & Omissions" & "the correct liable department".
This is a reason you like your job.
What are coworkers, solving problems, furniture design, etc.
For HON, AIS, and Kimball orders, you need to get this file from your Account Manager before proceeding with order entry.
What is a SIF.
For Haworth Integration orders, this unique identifier can be entered into the field labeled "Document ID".
What is the Lynx ID?.
With a Haworth acknowledgment, these two fields automatically populate, and this document attaches to the PO without manual input.
What are the ship date and acknowledgment number, and what is the PDF of the acknowledgment.
You can retrieve Haworth labor POs for punch and warranty by navigating here in Lynx.
What is "Recent Documents" then "Labor POs"?.
When you're going to be on PTO, follow these steps to ensure you have coverage.
What are telling your AM and the team, saying what tasks you would like handled, and setting your OOO email.
These types of line items do not need a vendor.
What are "Design allocation, OI Install or Labor, Charge, etc"
When processing walls and direct bill orders, we avoid this type of ordering method and instead use the traditional Lynx approach.
What is Haworth Integration.
If your pricing doesn’t match an acknowledgment, follow these steps to ensure we correctly fix the difference.
What are determining the discrepancy and alerting your AM for approval or extra documentation.
To ensure proper classification of warranty work, this is the class code you must use on warranty orders.
What is "Service & Warranty".
These are steps to take if you need a tax exemption certificate.
What are fill out the tax cert form and send to Valerie & Will for signature.
Before approving a sales order, this quote comparison must be made to ensure consistency.
What is "Reviewing the Lynx quote vs the Haworth total".
This must be entered into the IQ proposal during order entry (if OI install is used).
What is the Sales Order number.
When an item code changes after OE, update this field with the correct part number & include a note in this other field.
What are "Part Number & Part Description". (Repeat these steps on the sales order along with adding internal memo notes.)
These fields are filled out differently on punch and warranty orders, and include things like billing and classification details.
What are class code, order type, 3rd Party Payer, Tax check box, sales team, and Billing Information?.
This is your favorite Haworth chair.
What is Fern/Maari/Zody/etc.