EPR Funnel Procedures

Select Navigator > CBS Menu > Sales Order > Customer Documents > Work with Inbound Web Order

Click the eProcurement radio button to begin processing orders received

Make sure that the Stuck Radio button is chosen (see above)

**Never synch address for Amazon/Walmart/PLTW/Fisher/DonorsChoose as they all use the “override address” account already set up in JDE, just create SO only on these**

Amazon & Walmart are to be shipped the same day if before 2pm Mon-Wed. If after this time ship the next day
After 2pm on Weds for living specifically request a rush pick ticket to ship same day or schedule to ship the following Monday
log into Supplier Solutions.
https://www.suppliersolutions.com/carolinabio/admin/default.asp
Login: carolinaCSR Password: (select the link below)
eprocurement login credentials
Make sure the school’s name, ship to and amount matches if all is correct click Create SO.
If the order is a credit card payment you will see the information on the inbound screen in the Payment Address section.

If the ship to address is on the left but no ship to name is listed in the order by field, then proceed to the next step.

Click on the Bill To Number hyper link:

This will open the Call Center Search form.
Look in Suppliers for a specific contact name/address.
If they don’t already have a profile add W/W.
Once you complete the entry click the green check mark.

*** If bill to and/or ship to not found in JDE, and account is NET 30 send an email over to Leslie Nicolaysen with a screenshot of the PO from Supplier Solutions and provide any bill to information you found in JDE. You will have to skip this stuck EPR until Leslie responds back to you with the ship to information***Click on the Sales Order number to make the entry bold so others know to skip it.

When you click the green check mark it will bring you to a Who’s Who screen. Select the person who it is shipping to and click on the Select button on top:

You will then return back to the Inbound Web Screen. Both sides should match with the correct ship to person (not school but person’s name in the ship to on the left side)

If there is information on both sides (Order By section has the name of the person) make note of the order number and click Create SO

If there is information on both sides (Order By section has the name of the person) make note of the order number and click Create SO
Copy or make note of the order number before selecting the Processed radio button.
Click on the Processed Radio Button—It will take you to the screen below

Enter the order number in the Order Number field and click on the Find button

Next, click Edit SO

Make sure that the name of the ship to person is correct and it is not the school (this would mean you didn’t select a Who’s Who).
Be sure to Check account comments and click Customer info is OK

Always check items comments.
Verify that all your information is correct
- Click End Order

***IMPORTANT***

If it has living items and we do not have a date you will reach out for a date and leave the order on EP hold. Be sure to add a header message on text box #2 so others know you have reached out and when.
If there is a Sales Quote in Supplier Solutions, please be sure to match all prices and reference the Sales Quote number in the shipping instructions box.
Remember to read notes/comments in Supplier Solutions as sometimes customer ask to have ship as UPS instead of Fed Ex and if there is a freight line already on the order, it is for Fed Ex. You will need to change the MOT in JDE and then cancel freight line and re-calculate the freight.

***ED DATA ORDERS ***

For living items if no delivery date is shown in Suppliers, future date the line for 5/17/27.
If the order has a DE line and no email is listed in Suppliers (they most often are not) check the school website for the person noted on the order, if not found, please enter Duwana email address and email her the order number so she can reach out to her contact at Ed Data for a valid email address. LEAVE THE ORDER ON EP HOLD DO NOT RELEASE.
You should not need to hit amount to pay—this is automatically done. Click on Submit and Close
Orders will go on EP (possibly OL, HC or PR) hold. Release it from hold. **Release HC code is HC **

(If the order is a credit card payment you will see the information on the inbound screen in the Payment Address section).

If you have any questions, please reach out Duwana Rillo, Tyrah Chisholm, Tina Mansfield or Quality Team.

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