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Prepricing

If you key an order that requires pricing approval, you must make the 1st attempt to contact the customer via phone. If the customer cannot give approval at the time or you leave a voicemail, place the order on PR hold and follow the procedure below.

Key a header attachment in the 2nd text box with the information below:

  • The name of who you spoke with or a left message for
  • Phone number you called
  • Why order is on PR Hold (Freight, Over 10%, etc.)
  • Your name/initials & date

Examples

For Freight Approval:

Left message for Debbie in Accounts Payable
1-800-222-1144
PO had no freight line causing order total to be over 10% of PO total Approval is needed for freight
Your Name/Initials & Date

Customer will not pay over PO total (per Account comments) :

Left message for Cheryl
213-555-1215
Will not pay over PO amount
PO total 125.00
Order total 129.50
Your Name/Initials & Date

Ed Data and only one or a few items have different price:

Left message for Pam
155-555-2513
Ed Data Account with price differences
Line 5 - PO price 9.95
Actual price 10.95
Your Name/Initials & Date

Order total is more than 10% over PO:

Left voicemail at school
325-555-5544
Order total is more than 10% over PO amount
PO total 150.00
Freight 65.50 (because of weight) (because its living)
Order total 195.00
Your Name/Initials & Date

When releasing an order from PR Hold

  • Key header attachment with the name of the person who approved the pricing
  • Check dates and update if necessary
  • Release order from PR hold (release code PR)