In the main credits screen with 6 under the opt field

OR

Within the credit by pressing F8 then typing in your notes

• Who called the credit in
• Why they need credit
• Date they called in credit
• Any other information on the situation

A NTS enhancement that shows behavior patterns in the warehouse

Shows if an item was:

• picked
• pallet loaded
• merged (mostly totes)
• QA Scanned (Highest level of warehouse checks)
• Rainbow Pallet (Mixed pallet with 2+ customers' orders on 1 pallet)

• SI, SH: Shortages
• TD, OD: Damages, Out of Date
• WI, WS: Mispicks

• Go to KeHE connect
• Click Delivery Tracking
• Put in invoice/BOL number, Enter

• After credit has been entered F6 (to accept)
• Hit F3 to go back to Credit/Debit Memorandum Processing
• Enter Credit Memo Number
• Tab next to Credit Memo Number, enter in an 8 on the OPT line, Enter

We create pickup slips for the following:

o  Damaged (No Leaking products)

o  Short Dated

o  Mis-Picks

o  Customer order Error

Code is CR – request for consumer return we need to use the QRY CMIT to confirm that the item has been purchased from KeHE and it is with in the 90 days

• On the K Drive, "Exceptions Final"
• You use it before you place every credit to identify the if a customer exception exists
• Filter by either customer name or number

• 72 hours
• *Many customers have exceptions outside of (exports, Greenlight receiving)
• Always check the exception file on the K drive if you do not know the customer's specific Credit policy

• Invoice number
• What happened: Determine credit code based on this
• How many: this is entered in eaches

• Depending on the class of the recall (I, II, III)
• enter credit as RC code
• Must have an invoice #, best by date, lot number

• Customer has called in more than 2 credits this week
• Large credits over $500 (not including recalls)
• Credit is on out of date items that are not perishable
• Evidence of Picked, Loaded, Merged in the S Screen
• QA Scan in S Screen- send to supervisor immediately 

• Not at this time
• They are always nice to have...you can always state they are optionally requested

• The opposite of a credit, when we charge the customer
• AKA "reversing a credit"

• We will issue credit for product ordered and invoiced, but not received
• Full case/tote shortages must be noted on the Bill of Lading before credit can be issued

Request from customer must be made within 72 hours of delivery

Must include:

• customer number
• invoice number
• exact reason credit is needed
• item number
• quantity in units

• Credits Team: Each has their own inbox in which supervisor places emails each day to work
• Overflow Team: CC Professionals that assist Credits with overflow credits. ALWAYS use exception file on K Drive
• Offshore Team: Team in Phillipines that handles Sprouts through the credits portal