1. Updates: 2/22/2024: Order type for units must reflect "E00".
2. Update: When processing orders select the next business day (Ship Date) in both locations on order entry screen.
3. Update: After processing order always check OIS275 to be sure order is not stuck in this screen . And check OIS300 to be sure order all order details are correct.
4.Update: 5/10/2024 : Important Overview Section : M3 does not recognize Signs and Symbols in both sections .
5. Update 5/14/2024: Section 12D - example 2 reflecting the address line 2. Very important to enter address line to correctly if there is a apt., suite, unit, ETC.
6A: Update: 9/4/2024: Consumer requests a back up spare part
- All Requests must be approved by Level 2 or Level 3 before advising consumer we can move forward with spare part request.
- Consumer is responsible for the cost of the spare part
- If M3 inventory for top model spare part drivers reflects 200 pieces or less , inventory is limited & we cannot approve the additional spare part.
- If M3 inventory for all other part requests reflects 100 pieces or less, inventory is limited we cannot approve the additional spare part.
- Orders must be processed in M3 not Shopify
6B: - I approved:
- M3 Cash Sale Customer ID (US): 70736
- M3 Cash Sale Customer ID (Canada) : 70737
- Be sure order line 1 : that you enter the cost of the back up spare part
- Be sure order line 2: for the part covered under warranty that you enter cost of 0.00 dollars
Important Overview
- Please be sure to always check M3 MMS081 for product availability prior to proceeding with order entry. (See article: M3-How to look Inventory up- Countertop"
-Failure to enter and select correct options will result in order failure
M3 does not recognize the following signs and symbols.
1) # --> if an apartment , suite, Unit, ETC -> Order Must reflect the Abbrev. followed by the APT., ST. , Unit, ETC Number
2) & --> Order Must reflect AND spelled out
3) ` --> (Usually in the Name or Anywhere in the shipping address) --> This must be Omitted
4) ~ --> (Usually in the Name or Anywhere in the shipping address) --> This must be Omitted
See Examples below:
1. The # symbol --> Order Must Reflect APT 3
2. The & symbol --> Order must Reflect : JEFF AND LISA LONG
3. The ` Symbol --> Order must reflect 119 TEST DR. (With No Symbol)
4. The ~ Symbol --> Order must reflect 119 TEST DR. (With No Symbol)
Countertop Customer ID's
Warranty Orders
1) 70730 - (US) shipping Address
2) 70731 - (Canada) shipping address
Cash Sale Orders
1) 70736 - (US) shipping address
2) 70737 - (Canada) shipping address
Order Type must reflect
1) E25 : For ALL PART Warranty & Cash sales orders
2) E00: For ALL "Unit" Warranty & Cash sales orders
WHS (Warehouse)
1. in all locations of order must reflect : PKY (Paris KY)
Carrier
US Shipping Address - Warranty & Cash Orders
1) PART/PARTS: UPS SURE G1
2) UNITS (not parts) : UPS GND RESI
Carrier
Canada Shipping Address - Warranty & Cash Orders
1) ALL PART/PARTS & UNITS - UPS GND CAD
Credit Terms:
CC -> Credit Card
A00 -> Cash In Advance for orders at No Cost including Shipping
When entering Shipping Address on Order you will need to abbreviate the following:
1) Street -> ST
2) Avenue -> AVE
3) Drive -> DR
4) Boulevard -> BLVD
5) Apartment -> APT
6) Suite -> STE
7) Penthouse -> PH
8) Unit -> Unit
9) Crescent -> CRES
Important Entering Order must be in ALL CAPS
- If the first and/or last name is very long enter -> First Initial and full last name
How to Enter Order
1. Log into M3
2.In the left side bar scroll to bottom of page
3. Click the "+" sign beside WEB-WEB Enable dropdown will show
4. Click Order Entry Window
If you have not done so , "Save" your order entry option to your favorites inside M3. This will save you time moving forward.
- Click "Favorites"
- Drop down click "Order Entry Window -New"
5. Order entry screen populates
6-1) Enter Customer ID # -> TAB -> screen will auto fill some of the fields.
A) Fields we do not Modify are:
- Priority
- Type
- Freight Terms
- Ship Date must reflect the next business day in both areas. (see below)
6-2) Order Type: Parts E25 & Units E00
- If incorrect -> click Magnifying glass ->dropdown select correct "Order Type" & click "Select" (should now show reflect on main order screen)
6-3) WHS: PKY
- If not reflecting PKY - Click Magnifying glass -> Type PKY in small rectangle box -> option appears -> click (highlight) on line option & click "Select" (will reflect on main order screen)
- If does not reflect -> repeat process.
9) Customer PO: Enter First Name (space) Last Name
10) Carrier: (See beginning of article)
- If incorrect carrier -> click Magnifying glass -> enter UPS , locate carrier, click (highlight line) -> click "select" . Colored box will now reflect the selected carrier.
- If carrier is still not showing repeat the process
12) Ship To Address:
A)- Click Magnifying Glass -> in the 2nd column "Name" enter first and last name
- If consumers name & street address appears -> click (highlighting blue) consumer line & using slide bar view the full address -> if all details are correct -> click "Select" , this will bring you page to main order screen.
12-B) The Ship to Address location will now reflect:
- In peach box a customer # and the street address
- If details do not show you will need to click the magnifying glass and repeat the process
- To be sure address saves on order , repeat the process by selecting customer line and clicking "select" to ensure address saves on order.
12-C) If Consumers Name is not located -> Click Close -> this will bring you back to the main page .
12-D)If customer is not already saved in M3 you will need to manually enter the customer details
To Add Consumer customer information
- Click the + sign and enter customer information
- Address line 2 : apartment, Suite, etc. (also if address includes 2nd floor , side door, etc.)
- State: using dropdown select state
- Country: if Canada -> use dropdown & select Canada
- Once Complete -> Click "Add". Brings you back to main order screen
Example 1:
Example 2:
See Address line 2 ( Abbreviation must be included0
- Failure to do so will result in order failure , mis- delivery of order , or undeliverable order.
12-E) Ship to Address location will now reflect:
- In peach box customer # & street address
- If details do not show click the magnifying glass,, locate & click on your consumer line -> click "Add". Details should now reflect.
- If details do not show you will need to click the magnifying glass and repeat the process
- To be sure address saves on order , repeat the process by selecting customer line and clicking "select" to ensure address saves on order.
13) Stop Code : Must Always reflect "0"
- Click Magnifying glass & click (highlight in blue) -"0" No Stop -> Click "Select", this brings you back to main order page
- Detail now reflects
14) Freight Terms reflects PPD: -> Do Not Modify
15) Credit Terms:
CC -> Credit Card
A00 -> Cash In Advance (orders at "0" dollars)
- if need to modify click magnifying and click (Highlight) select your option -> Click "select". This will bring you back to the main order page. Selection will now reflect.
16A) Enter product line:
- WHS : PKY
- Item/Alias/UPS: Enter stock code -> "Tab" (description field will populate) -> "TAB"
- Unit Price: warranty enter: 0.00 -> cash order enter cost of part -> "Tab"
- Quantity: Must enter a quantity ->"Tab"
- Amount: Must re-enter cost of part
- Click "Add Line"
16B) Product Line is generated; (Be sure details are correct)
- When adding additional line items repeat process -> Click item/alias/UPS and enter all required fields.
17A) If order is at No Cost including shipping -> Click "Submit Order"
17B) You order is now generated - Very Important to Make note of your order number
- All order entry fields will be blank
- Click on the RED order number
17C) Screen populates - Double check highlighted (in yellow) fields to be entered correct.
- Lowest status & Highest status : Should reflect "33 -Allocated"
- You can copy & paste your order number from here
- Click "Next"
17D) Screen populates
-Delivery Address Area ( if consumer address is incorrect: click the 'chg adr: box and re-enter shipping address
- Invoice Address Area: See below. This area auto populates. No need to modify.
- Click "Next" & continue to click "Next" until order screen no longer shows any order details.