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Adding Vendor Compliance and Routing Guides to the Company Page

Contacts like "Joe Sheridan - SP" or "SEE ROUTING GUIDE" are so 2025... we have a new and improved way to track and communicate these special account details!

Adding Vendor Compliance and Routing Guides

1. Go to the Company Page and navigate to the CS Account Notes tab

2. In the Vendor Compliance and Routing section, click Add File to add one or multiple files in either the Vendor Compliance Guide Property, or the Routing Guide Property. Before adding, make sure you file name is accurate

 

4. Files that are no longer relevant should be deleted. We can see a full change log/history and still access deleted files by hovering over the property and clicking Details. You can also attach multiple files.

5. Vendor Compliance Guides and Routing Guides will display on the ticket and show the Primary Associated Company's values for these properties. 

Adding VAS and Special Packaging Instructions

The instructions are essentially the same as Compliance and Routing Guides, but the fields are slightly different.

  • Custom SKUs Required - This is a Y/N dropdown property. If you process an order for an account that requires Custom SKUs, flip it to YES. Can also set it to No if it isn't an account that does Custom SKUs, but getting the accounts that require it set to Yes is going to be most impactful.
    • While we could just use VAS and Special Packaging Instructions and call out Custom SKUs there, having a Y/N property will allow us to filter orders for accounts that require custom SKUs and have that property set to Yes!
  • VAS and Special Packaging Instructions - Here you could include any relevant logins for vendor portals, details about how an account does their hang tags (Richardson Hangtags required vs Customer Supplied vs Custom Procurred, etc). You could also include the information about how we are upcharging them. You do not need to date and initial these entries - we can click Details to view the history/change log.
  • VAS and Special Packaging Documents - Upload any supporting files here that should be kept on the account and referenced in the future. Do not use this for order specific UPC files - those attachments will be on the specific order ticket, not on the company. If added to the company property for VAS and Special Packaging Documents, it would show that document on every ticket until we removed it. 

These features are only impactful if we use them and use them accurately!