RPA Order Submission Instructions

RPA Order Submission Instructions

Please follow the outlined instruction below when attempting to submit an order entry request to DrinkPak. 

  1. Create a new email and add the following parties as noted below:
    1. To: rpa@drinkpak.com
    2. Cc: outbound@drinkpak.com 
      1. DP Logistics must be on copy on these types of requests to ensure they have visibility in the event the program malfunctions and some orders are not captured correctly.
      2. You can also Cc any other parties as needed from your team.
  2. The email subject line should be written as follows:
    1. Subject: “Client Name – Order Entry – XXX XXXX”
      1.  The font in red is required every time in this format. If you need to reference anything else in the subject field you may add it after the red font as noted above in blue color.
  3. Include your excel attachment which details the load information that needs to be entered into DrinkPak’s WMS program.
    1. Mandatory Fields:
      1. Reference # Or Shipment #: This is your unique reference number. 
      2. PO# Order Number: This is the number that will be used to create the order in our WMS. This number must match exactly when scheduling via YardViewPRO for the appointment to go through successfully.
      3. SKU or ITEM: This field must contain the DrinkPak Item code. 
      4. Quantity: Quantity of the Item number you want us to ship. 
      5. UOM: Default on all line items to upper case “CS” 
      6. Destination Name: Name of the organization/person receiving this order. 
      7. Delivery Address 1: Address line of the destination. 
      8. Destination City: City name. 
      9. Destination State: State initials only. 
      10. estination Zip: Zip code.
    2. Optional Fields:
      1. Description: Our WMS will auto-populate this information if the order is successfully entered. 
      2. Pickup Date: If not entered, our WMS will auto select a date seven days out from when the order is created. This has no effect/bearing on YardViewPRO. You will still need to schedule appointments via the portal. 
      3. Pickup Time: If not entered, our WMS will auto select a date seven days out from when the order is created. This has no effect/bearing on YardViewPRO. You will still need to schedule appointments via the portal. 
      4. LOT: Include the lot number if you work with lot specific orders.
      5. Comments: Include any necessary comments.
  4. Send the email.
  5. You should receive an auto-reply email notifying you of a successful order submission. This email will have a count of the orders that were submitted. Make sure to review to ensure all the orders you sent were captured. If the number of total orders does not add up to what you know you sent, reach out and let the DP Outbound email group know so they can assist.
  6. Process Complete.

Important Reminders When Using The Tool:
  1. You can have multiple line items under one order. Simply duplicate the number of needed line items with the different items codes in the “SKU (Item)” column. The program will register these as under the same “PO” number, just with different line items.
  2. You can easily update quantities and delivery addresses by re-sending the order as instructed above. When re-sending, only include the orders that need to be edited.
  3. Do your best to keep email traffic on these order entry threads to a minimum. If an issue arises or you have questions about the submission, remove the RPA email group from the chat and continue to the discussion with DP Outbound.
  4. If there are orders that have new item codes (Not Previously Ran) in the “SKU (Item)” column the order will be rejected. Item codes first need to be created by DrinkPak Supply Chain prior to submission. Please reach out to your Supply Chain rep first before submitting the order entry request to RPA.