To receive a turned back direct:A turned back direct is a direct order that you are storing. Generally, the customer requests that material that was shipped directly to their job site be warehoused at the branch due to time or space limitations.
For example, a customer orders 100 sinks for installation at a new apartment complex. However, the construction is delayed due to rain and the sinks cannot be stored on site for a week. The customer requests the sinks be "turned back" to the warehouse for storage until the crew is ready for them.
To receive a turned back direct:Sign the bill of lading and compare the count of all packages to the amount received.
Note: Do not break down the pallet or remove the shrink-wrap.
Make note of the sales order number on the bill of lading and place the material in the staging location.
From the Orders menu, select Sales Order Entry and display the sales order that is on the bill of lading.
Use the Ship Dates hot key and select New to create a new generation.
Note: You are creating a new generation because the direct has a new ship date.
Enter the required date of today and the status of Ship when Specified.
In the Qty and Description fields, enter the product number and product that you received.
Place your cursor on the line item and use the Comment hot key to open the Comments screen.
Enter a comment containing the following:
Date received
Bill of lading
Piece count - such as, five pallets of 60 pieces
Summary of material - such as "Miscellaneous Valves and Fittings"
Press Esc to save the entry and access the Header screen.
In the Shipping Instructions field, enter the staging location for the order.
Press Shift-F4 and select Order to display the Enter Tracker For screen.
Create the tracker to notify the writer of the turned-back direct shipment.
Press Esc to save changes and exit the screen.
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