Load Out Process

Load Out Process
Process:
            The process for loading out windows for customers in W/C.
 
Definitions:
 
Procedure:

1. When a customer comes to pick up an order, we must find the ticket to confirm what they are picking up and who it is for.
   1. If the customer comes in with a ticket and it says COD at the top confirm they have a receipt and that they have paid for the order.
   2. If the customer comes to the will call desk with an invoice number check the status of the invoice number by selecting #2 at the Will Call menu to determine if it is ready or not and what company is printed on the ticket.
   3. Status “K” means it is printed and should be in the files. Status “I” means that it has been invoiced. Check on BMI if the order was signed for and picked up or if it is billed just not picked up. Those tickets are in the filing cabinet next to Scott’s desk in the office. Status “P” means it is still in production. Depending on the day the order entered the shop they might not be able to pick up the whole order or anything from the order that day. Allow 7 business days including the day it entered the shop for the order to complete. If it is status “P” and has been longer than 7 days, ask a team lead or supervisor.
   4. If the ticket was pre-pulled locate the cart by looking at the tag written at the bottom of the ticket. If it was not pre pulled search bin locations on the computer and update ticket and then go pull the windows for that customer.
2. Write the customer and the invoice number on the whiteboard to the right of your name to show who you are helping.
3. Pull the cart to the dock and grab any remaining windows/patio doors that were not pre pulled. Be sure to scan every item on the ticket out. From the scanner menu select #4 W/C SCANS, then #2 LOAD OUT ORDERS. Be sure to check that all windows that were pulled are in the same order. If there is a window from a different order and you scanned it, the scanner will alert you. Once you have scanned everything it will alert you and go back to the SCAN MENU. If it doesn’t there are missing items. Hit 9 and enter and the scanner will show you what item # is missing. You can also check from the Will Call menu on the computer by checking the bin location. Once windows have been loaded out the bin location will say “LOWC”. Stock items will not change location. You can also check the ticket to see what items were circled and not pre-pulled or not crossed out.
4. After everything is loaded out to the customer have them sign the ticket and give them the yellow copies. Write your initials and date at the bottom of the ticket. File the signed white ticket in the bottom shelf right of the computer. If an item on the ticket was found broken or wasn’t done in time, or the customer didn’t take an item, circle the item or items, and write short next to it and why it was shorted. File those tickets in the second shelf from the bottom.