TLC Resource Portal

OP360 Sales Admin Dynamic Marketing INC. (DMI) SOP

Account Information for ticket handling/order processing .

-OP360 SA Agent Team will be processing PO's


1/2/31: Currently DI Container PO/PO's will be handled & orders processed by Gigi and her Team
-Important: Scroll to bottom of article to see process/procedure flow
Update: DI Container PO's: OP360 SA 


Revision 12/23/2025:  Adam Advised moving forward the Only Selected  warehouse is" HNJ 

QuestionAnswerComment
PO consists of 1 item
-Product is Not Available in HNJ
-But Product Is Available in different warehouse
1. Proceed with processing order
-WHS: Select "HNJ"
-Product Line: Select "HNJ"
-Place Order in Stop Code 7

Note: 
-Order Status will reflect: Status 22
-Product Line will reflect : Status 22                (Back Order)
Reach out to Lisa in Ring SA Group chat for approval and ask how to proceed
-Provide Ticket #
-Provide Order # & Details
PO consists of multiple  items
1.
-1 or more Product is available in HNJ
-But 1 or more other product is Only available in a different warehouse


2.
All Product/Products are Not Available available in HNJ , But all product/products are available in a different warehouse/warehouses
1. Proceed with processing order
-WHS: Select "HNJ"
-All Product Lines: Select "HNJ"
-Place Order in Stop Code 7

Note: 
-Order Status for product Not Available in HNJ will reflect : Status 22
-Product Line/Lines for product Not Available in HNJ will reflect : Status 22
(Back Order
Reach out to Lisa in Ring SA Group chat for approval and ask how to proceed
-Provide Ticket #
-Provide Order # & Details
PO consists of 1 or more items on "Reserve" in HNJ or other  Warehouses

1. Proceed with processing order
-WHS: Select "HNJ"
-All Product Lines: Select "HNJ"
-Place Order in Stop Code 7

Note: 
-Order Status for product all on "Reserve" will reflect : Status 22
-Product Line/Lines for product all on "Reserve" : Status 22
   (Back Order)
Reach out to Lisa in Ring SA Group chat for approval and ask how to proceed
-Provide Ticket #
-Provide Order # & Details
PO consists of 1 or more items  are Out of Stock in All Warehouses

1. Proceed with processing order
-WHS: Select "HNJ"
-All Product Lines: Select "HNJ"
-Place Order in Stop Code 7

Note: 
-Order Status for product OOS will reflect : Status 22
-Product Line/Lines for product OOS will reflect : Status 22
(Back Order)
Reach out to Lisa in Ring SA Group chat for approval and ask how to proceed
-Provide Ticket #
-Provide Order # & Details
Will DMI accept back orders?David Berry confirmed: YESProcess PO in full , including product unavailable  



Account/Order Processing
Information 
Account InformationAccount InformationAdditional Comment
Dynamic Marketing INC.M3 Customer ID: 50358

Warehouse

WHS Field:
Select: HNJ (Only)
Product Line/Lines:
Select: HNJ (Only)
(All Orders & Order lines must reflect "HNJ"
CarrierSelect: Logistics

Ship ViaSelect: Logistics

Delivery Terms PPD (Prepaid)


Selected Ship DateSelect: The Next Business Day

Stop Code-Select Stop Code 7Send Ring Central Group SA Chat message to Lisa for approval
-If Approved: modify order to Stop code 8 for shipping
Panel K Ship Date
Once you have completed processing PO:

  • Go to Panel K (Expected ship date)
  • On each order line -Select a future date out of 7 business  days within the same month.

Example: PO comes in 3/20
the expected ship date selected would be: 3/31
There will be exceptions that may be less than 7 business days. 

I will discuss in our meeting next week. 3/23. 



Account/Order Processing
Information
Account InformationAccount InformationAdditional Comments 
Dynamic Marketing INC.
Container PO's 
M3 Customer ID: 50358



WarehouseDIW
Note: All orders lines will reflect 22 (back Order)

  • Provide order confirmation 
  • Please do not advise product/products are back ordered
CarrierOcean

Ship ViaLogistics 

Delivery TermsPPD

Selected Ship DateNext Business DayUnless in the body of the email or the PO indicates a specific date
Stop Code Stop code 7Send Ring Central Group SA Chat message to Lisa for approval


-If Approved: modify order to Stop code 8 for shipping

Update : 3/20/2026

Panel K Ship Date
100 business days outOnce you have completed processing PO:

  • Go to Panel K (Expected ship date)

  • On each order line -Select a future date out of 100 days

Example: PO comes in 3/23
the expected ship date selected would be: 7/1
Note: If the future date falls on a Saturday or Sunday
  • Select: The upcoming Monday after the weekend.



Dynamic Marketing INC.
Container PO's 
Additional Information Additional Information 
Because Order lines reflect DIWThe Order Lines will always reflect as 22 (back ordered) 
  • Provide order confirmation 
  • Please do not advise product/products are back ordered

DMI Container order ticket statusWOTP2/9/2026: (Lisa's Use) 
  • I spoke with Nely today
  • Nely advised for DI factory orders , we will need to invoice the orders once we receive confirmation order shipped 
  • Nely was not sure if it would be Lauren or Lisa Livingway confirming order shipped 

How to Tell if PO may be a Standard PO OP360 -And Process/Procedure

Step 1:

-View full details of ticket.
(Example Below: David Berry advised : Attached are 3 DMI PO's)

-If Advising PO from DMI . --> The request is most likely a PO OP360 will process.









How to Tell if PO is a DMI Container PO - And the Process/Procedure

Step 1: -View full details of ticket.
(Example Below: David Berry advised : Attached are 3 DMI Container PO's)

-If Advising PO/PO's are a Container PO -> Container PO represents that PO/PO's are currently processed by Gigi and Team.

Step 2: Send a message in Ring SA Group chat , and Amanda/Nely/Lisa will view ticket details and advise.
If approved to escalate (Forward ticket) to Gigi and Team

1. Copy full ticket history
2.And Paste the full ticket history , including any attachments to Gigi and Team

3. Be sure when forwarding ticket you include everyone involved in the ticket. 


Step 3:
-Fill Side Cart Fields out

-Enter Internal Notes

-Ticket Status: Resolved


Example:

-Body of email may state "Container PO

-May also indicate in the subject  line of ticket




Attachment/Attachments may state: Container PO


The copy of the PO may state number of containers

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