This article will walk through the steps needed to successfully place a Pro Maxima weight room order (Custom or Stock).
Stock Process:
- Run Order Entry and begin the quote like normal.
- Find the Pro Maxima item number in their price list on Sales Deck and search FDM4 for the item number. DO NOT USE C-ITEMS FOR STOCK.
- Price the items and freight.
- When releasing the quote to an order, please release to the (ORDER) Customer Sales Order type.
- Account Managers will source and purchase the product like any other dropship order.
Custom Process:
- Run Order Entry and begin the quote like normal.
- Use the C-ITEM style number to enter the customer's quote into FDM4 based on the quote from Pro Maxima. Use a different Variant for each line item on the quote, DO NOT GROUP EVERYTHING UNDER ONE C-ITEM.
- Price the items and freight.
- When releasing the quote to an order, please release to the (CUSTOM) Custom Order type.
- Sales Reps will submit the Purchase Order number generated by FDM4 to the Vendor/Contact that quoted them.
If you only do one C-item, this will delay the order being billed to the customer and will delay you collecting commission on the order.
When only one line is used, it makes it impossible for AP to know if there are more invoices from Pro Maxima coming to be able to voucher correctly. They cannot voucher partial of a line. You will be asked to key in another order/PO for them.