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Freight Verification

Freight Verification. Workflow. Download from Trilogy 4-(purchasing) 10-(Reports) 10-(FRT Verf RPT) Report Week – Sunday through Saturday Thursday is date identifier (Traffic is finished entering Freight Carrier invoices for that week) Freight does not research 4-10-10, we do format it

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Freight Verification

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  1. Freight Verification

  2. Workflow • Download from Trilogy • 4-(purchasing) 10-(Reports) 10-(FRT Verf RPT) • Report Week – Sunday through Saturday • Thursday is date identifier (Traffic is finished entering Freight Carrier invoices for that week) • Freight does not research 4-10-10, we do format it • Freight Billing Reports/Invoices entered by Traffic Dept. • Freight does research these • Freight writes Costing Tickets (for both 4-10-10 & Freight Billing Report) • Under Freight Costing Accounts or Customer Accounts • Freight Verf. Excel Spreadsheets E-mailed to Branch • Freight has Distribution lists for each log on, it is up to Ops Mngr to decide who they want on the Dist. List

  3. Tab 1 – Branch Review Billed Customer “No” • Branch has been charged Freight and they marked “No” to Bill the Customer when they wrote the original order. • Original order is OPEN: Go into the order and choose to Bill the Customer. • Original order is CLOSED: Branch can choose to write a Freight Billing Ticket to the Customer. ***IMPORTANT***Review of this tab by the Branch GIVES the Branch an opportunity to pass Freight to Customers.

  4. Tab 2 - Branch Review PO FFA • All PO’s are Full Freight Allowed • Branch to review to make sure Terms are true FFA • FFA – Branch calls Freight Carrier or Vendor and ask why they were charged, to possibly receive credit for original Freight Charge • Not FFA – Freight was pre-paid or collect and CFV has already costed for this Freight charge ***IMPORTANT***This is where Branch can request credit from Vendors, Freight Carriers & Branches

  5. Tab3-Cost BilledTo Freight Costing Account • All original Freight charges in Frt Amount (Column L) are bumped to 1.33 in Amt to Cost (Column A) • Consolidated Costing Tickets(Column I) • Tickets are written to Freight Costing Account and Salesman ID. • Salesman totals Under $10 we don’t write tickets for. • It is up to the Branch to review all of the freight charges to make sure that the ticket total is correct. • Find your warehouse number (Column H) • Look for tickets that are invoiced against your warehouse and house account/salesman ID (Column G) • Review freight charges above total line for accuracy. ***IMPORTANT*** for Branch to review for double costing, FFA and Yes to bill customer.

  6. Tab3-Open Orders ***IMPORTANT*** Branch must review these freight charges because Branch has an opportunity to cost on the original order. All of the amounts to cost in Column A are not costed on the consolidated costing tickets.

  7. Tab 4 –Costing Billedto Customer Account • All original Freight charges are bumped to 1.33. • Costing Tickets • These are over $150 to cost and the salesman chose not to bill the customer. • Are written against the customer account and salesman. • Open orders (highlighted in purple) are not costed. ***IMPORTANT*** to review, Branch may have the opportunity to recover money on orders that were originally “NO” to bill the customer.

  8. Tab 5 – Sell Costing Billed to Customer Account • All original Freight charges are bumped 1.5 (column F) for billing and 1.33 (column G) for costing. • CFV only writes a costing ticket against a customer account if the amount to bill is over $25. • CFV does not bill the customer. • If the Branch chooses to bill the customer they must: • Change line 10 to 1, on the Order Invoice Information page to print an invoice. • Put amount to bill from column F on line 8 of the ticket. ***IMPORTANT*** for Branch to review because Branch has a choice to bill an additional amount to the customer.

  9. Important • Remember always to review spreadsheet: • Tab1-Gives Branch an opportunity to pass freight to your customers. • Tab2-On Truly FFA POS Branch can request credit. • Tab3-Review for double costing, FFA and Y to bill the customer • Tab4- Opportunity to recover $$$ • Tab5- Branch can bill additional freight to customer

  10. FAQ’s • Does CFV works UPS invoices? • No, CFV does not work United Parcel Service freight charges, because UPS invoices are consolidated charges and CFV can not tie the individual shipments to customers & salesmen. Because CFV does not work these, it is ***Important*** for the Branch to review and cost. • We do however work UPS-Freight & UPS-Overnite. • What if freight is incorporated into the cost of the product? • CFV will cost for the freight charges because we consider incorporated cost into the product as billing your customer.

  11. Contact Information Patrick Brennan Marina Dyachkov Assistant Supervisor Assistant Supervisor 503-247-4813 phone 503-247-4892 phone 503-247-5162 fax 503-247-5162 fax Patrick.Brennan@ferguson.commarina.dyachkov@ferguson.com Sundee Good Manager 503-978-2245 Sundee.Good@ferguson.com Mailing address: 2250 North Columbia Blvd. Portland, OR 97217

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