When the down payment has been received and the packaging designs (PDCA) has been confirmed by the Customer, the Salesperson will send the Shipping Instructions document to the Customer to complete.
1. Find the Shipping Documents folder in the Orders folder:
Z:\Shared drives\AdvaCare Cloud Server\Orders\Shipping Documents
2. Copy and paste the template folder to create a folder for the order and rename as per the format.
3. Go to the ‘CLIENT SHIPPING INSTRUCTIONS’ folder.
4. Rename the ‘0000’ with the SO #.
5. Open the ‘SOXXX AdvaCare SHIPPING INSTRUCTIONS document and add the SO # in the yellow highlighted part on the top of the page.
6. Send the Shipping Instructions (word doc) to the Customer to complete. It is important that it is sent at this stage as the Customer will inform of the documents required to clear the customs at the destination port.
7. When the shipping instructions have been received by the Customer, the Salesperson must check the shipping instructions to know what documents will be required and must confirm those documents can be provided. Salesperson is to share the shipping instructions with the Logistics Dept. immediately after receiving and before the production completion. If the Customer requires any Legalized and/or Notarized documents, Salesperson must start on the process as soon as possible as this can sometimes take a long time depending on the country’s embassy. Such documents normally have cost for Customer and has to be added in the order’s SO (Refer to ‘
Additional Fees in SO
’ SOP). Salesperson will also note in this document whether the Customer will use AdvaCare’s freight forwarder or their freight forwarder and what type of container is required (normal, refrigerated (RF)).