Inbound Receiving

Agents MUST complete Inbound Receiving for GEA Inbound shipments daily at the arrival of the GEA Truck. Non-GEA Inbound Shipments are received automatically by the system.

When shipments arrive with shortages, overages, damage, or incorrect serial numbers, you must take special steps to account for any Inbound exceptions. o You must receive the GEA Inbound product in EBS before you report any exceptions. This is why it is imperative that the EBS portion of this process be completed in a timely fashion with a high level of accuracy. Failure to process GEA Inbound shipments in EBS will result in delays during this process, which will ultimately affect the efficiency of the Delivery Agent. This will cause problems also during billing and payment, making it more difficult for Delivery Agents to get paid. 

 Inbound Receiving SOR

SFLS

Whenever a product in the Finished Goods inventory could be used to fulfill an agent’s deliveries. 

Sell From Local Stock (SFLS) is a program that identifies and uses available inventory in the Finished Goods sub-inventory at the local delivery agent’s facility, reducing handling and risk of damage

 SFLS   SOR

Cancellations

The agent is expected to remove cancelled orders from routes, whether they are in the process of being pulled, or are already staged. GEA must receive the cancellation in order to generate an INS report or notify vendors of backhauls. Where Legacy Auto Cancel was specific to THD store cancellation requests only, the Cancellation link displays all orders submitted by CSR via the template. This list includes both entire and partial order cancellations across all customer channels. Auto Cancel will eventually be deactivated and replaced by the new Cancellation process, after all the legacy orders are through the system

  Cancellations SOR

Inventory Research

Good inventory processes ensure that an Agent’s warehouse is run effectively, and at an optimal level.  

 Inventory Research SOR

Inventory Move to PD - Training

Will remove GEA inventory in EBS/transfer it to current Legacy system o Any GEA inventory placed into EBS Inventory o Refusals, Returns, Cancellations o FG, ASIS, UFG

 Inventory Move to Pd    SOR

Serial Number Reseach for Agents

During holding area research or general inventory research. This should be the first step in almost any exception process because the serial track provides all transaction dates, associated CSOs, and the user’s SSO who performed the transaction    This method searches the overall progression of the model through the system including RMAs, CSOs, PBH, PD Sweep, etc.

Serial Number Reseach SOR

Research On-Hand Quantity at SDS

Agents will perform inventory tasks daily; On hand will be used as needed to pull quantity currently in the warehouse.    On hand is especially useful during cycle count, but can be used as an inventory research tool to pull real time on hand quantity instead of a snapshot of the previous night’s inventory. 

 Research On-Hand Quantity SOR

Material Transactions - Training

Agents will perform inventory tasks daily; view material transactions can be used as needed to locate order information If you have a CSO but do not have the serial number, this function will show you what model/serial is attached to the CSO without having to walk the warehouse.  

 View Material Transaction Research SOR

Printing or Reprinting Customer and Return Labels

Reprinting ADC LABELS when ADC fails to include Labels inside Inbound packet: as needed o Printing Labels for Returns & SFLS: daily & only 1 day in advance of RDD Timing is critical because Delivery Agent may miss printing Labels for Returns & SFLS if printing is performed too far in advance. You should catch these if you’re monitoring the SFLS screen & manifest screens properly.  

 Printing or Reprinting Customer and Return Labels SOR

SDS INS Receipt - Training

Agents must apply INS Receipts daily. A unit cannot be placed on the backhaul without an INS receipt.

 SDS INS Receipt SOR

Generating INS Receipt

Agents must apply INS Receipts daily. A unit cannot be placed on the backhaul without an INS receipt.

 Generating INS Receipt SOR

Non-GEA Backhaul

BOLs can only be issued certain days a week based on your group. Daily maintenance is the best practice to keep your warehouse clean, but at the very least, once a week maintenance is required. Enter them on the first day of your cycle for best results. Freight claims reductions, more space in warehouse, establishes accountability of all product transactions with vendor.

 Non-GEA Backhaul SOR

Reschedule

Agents will reschedule SDS orders as needed. Currently only SDS and Return orders can be rescheduled via the reschedule tab. Home delivery must be rescheduled on the assign trucks tab. o Orders on the Reschedule screen have not been checked-in complete, closed, or cancelled. Once an order has been scanned complete or cancelled, it will not be visible.

 RescheduleSOR

Input Return Request

Returns request should be processed as soon as product has returned to location without a proper RA.  Agent can view RRC requests status at any time to review current status. Returns generated in GEAD in RRC will need to be manually completed by the delivery agents after processing.Agent should review OBIA report daily to determine if Returns are available to process. Inventory will not be properly accountable if RRC requests are not entered promptly.

 Input Return Request SOR

View Return Request Status

A POD (Proof of Delivery) is also known as a BOL (Bill of Lading). Users will print this document in duplicate for pure SFLS Orders, Work Orders, Vendor Only Combo Orders, and Returns that list the appliances and/or services on the order.  

 View Return Request Status SOR

Scrap

This section will walk through the steps for the EBS Scrap process. A Scrap form is completed, uploaded for review, and then approved by Region Managers  

 200-4 GE Scrap SOR

 EBS Scrap Process-Agent Training.pdf

 EBS Scrap Mobile App_Scrap List Upload Forms.pdf

 Training PPT PDF

 Agent Scrap Training Video