The following video discusses setting up default settings for ADC direct ordering in RPS to streamline the ordering process and ensure consistency in payment methods, terms, shipping options, and other preferences. The video explores accessing ADC settings, setting up default values, customization options and saving default settings.
Setting Up Default Settings for ADC Direct Ordering
Key Steps:
Log in to RPS and navigate to the Menu.
Select "Purchase Orders" and then click on "Settings."
Access the "ADC Settings" tab.
Set the method of payment (Ring Billing, TCF Financial, Wells Fargo/cap solutions), terms, shipping service, and location.
Note that the location will be the shipping location provided by ADC, which may not be a recognizable name.
Set the default expected ship date (e.g., plus one day for next-day delivery or up to plus ten days).
Consider business days when setting the default expected ship date.
Add custom PO characters to prepend to your purchase orders for organizational purposes.
Choose whether to display the RDC and end-of-month monies on the purchase order screen.
Click on "Save ADC Defaults" to save the settings for future orders.
Cautionary Notes:
Ensure accuracy in setting up payment methods, terms, and shipping options to avoid errors in orders.
Verify the shipping location provided by ADC to prevent delivery issues.
Double-check the default expected ship date to align with business days for accurate delivery estimates.
Tips for Efficiency:
Contact your facilitator if you encounter any issues with the shipping location name provided by ADC.
Utilize custom PO characters for better organization and tracking of purchase orders.
Regularly review and update default settings based on any changes in payment methods, terms, or shipping preferences.