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Aluminum Special List Order Manual

ContentsCustomer Log In ................................................................................................................................................. 2 Quotes and Orders Entry ..................................................................................................................................... 2 Create New Quote ............................................................................................................................................... 3 Aluminum Special List Quote ............................................................................................................................ 3 Select Bundles ..................................................................................................................................................... 3 Shopping Truck ................................................................................................................................................... 4 Send Order .......................................................................................................................................................... 4 Web Quotes Manager/Sales Order ...................................................................................................................... 6 Pack Bundle on TBS SO ..................................................................................................................................... 7 Sales Order/Shipper ............................................................................................................................................ 9 

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Customer Log In Log into TCI website

Quotes and Orders Entry Select Quotes and Orders Entry tab after Log In

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Create New Quote Select New Quote tab to create new quote

Aluminum Special List Quote Select the AL Special List prime w/Certs tab to browse the bundle list. Once click on the tab, it might take up to 10 seconds to load the bundle information. Note: A quote can only be either regular items quote or AL Special List items quote. AL Special List Item quote cannot mix with regular web price item. Once the customer select to start a quote with AL Special List items, customer will not able to return to below Item Category screen to browse regular inventory under the same quote number.

Select Bundles Once the special item bundles are loaded, the customer can review and select the bundles. To select the bundle – check next to the bundle number User cannot edit the information under Quote Qty column. Quote Qty column is calculated per the bundle selected. The selected bundle weight will be carried to Quote Qty column. If multiple bundles are selected, the Quote Qty will automatically add up the bundle weight.

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Once finished selecting the bundles, click on the Shopping Truck tab

Shopping Truck For Aluminum Special List quotations, the item inventory browser hyperlink is disabled to avoid the customer confused about regular item inventory and Special List inventory availability. The Quantity column is also locked from edit, due to the quantity has to be the quantity added up by selected bundle weight. If customer wishes to edit the Quantity, the customer can click on Add Items icon. The icon will take the customer back to the special item bundle list screen. The customer can add or remove bundle from the bundle list screen.

Aluminum Special List discount applies to the price

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Send Order Order confirmation steps are identical to regular stock order.

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Web Quotes Manager/Sales Order Web Quotes Manager – Aluminum Special List order will have an indicator of A under Code column.

TBS – Sales Order will have a Y indicator under Aged Sales

To create an Aluminum Special List Item order, user must pack the bundles prior save the sales order. If bundles are not packed, the system will not allow SO to be created – refer to below screenshot for warning message to pack material. If the Aluminum Special List order has different sales branch and shipping branch, the salesman has to contact branch order personnel to create the SO. This is due to the limitation that TBS doesn’t allow user to packed material for other shipping branch. Once the branch order personnel crate the SO, the salesman should be informed as confirmation that order has been processed by shipping branch.

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Pack Bundle on TBS SO Click on OrdQty to pack the bundle. When Pack Bundle sub-screen comes up, the bundle customer selected from web site will be carried over to TBS. The user has to click on the Save icon to save the packed data. If the bundles customer packed on the website are sold, the user can only substitute with other surplus bundles that are 16 month + old or older. TBS will not allow the user to pack material that is younger than 16 month old toward Aluminum Special List discounted price – refer to the example on Page 7.

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For example: A bundle received from 12/1/10 is packed. Today’s date is 09/28/11, The material is less than 16 month from received date. TBS will not allow the user to pack this bundle.

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Sales Order/Shipper Both PO confirmation and Shipper will have the AL Special List Sales (Prime w/certs) note printed if it is an Aluminum Special List order.