Returning mats, from a systematic view, is the same as shipping mats but with a few minor nuances. While delivery numbers are important for shipping, when a customer is returning mats it’s more important for the loading volume to be at the requested amount. There is also the strategic decision of where to return the mats to reduce or completely eliminate the freight out expense.
-
All of this work will take place in the Return tab of the agreement
-
The products will automatically carry over from the shipping tab and it will have both the quantity of mats that was ordered and the quantity that shipped. You will see why that’s important as we navigate through setting up the return.
-
You will have to add a return destination.
-
This will be one of the following
-
Yak Customer Locations - YCL
This option would be used if we need to return the mats in the system so that they can be used as supply for an active project.
-
When you choose this option, there will be 2 additional fields at the bottom of the screen that are required
The other option would be a Yak Mat used mat yard. These are available via the drop down list within the Destination setup.
Mats, at times with permission, can be returned to some of our mat vendor locations. These may or may not be part of the current drop list. IF they are not, you’ll have to reach out to the inventory team to have it added.
-
-
It’s important that each of the fields below are completed
Delivery start date
Any location specific delivery instructions
POC and Contact Number
Schedule adjustment based on hours of the destination
-
Once the destination has been added you’ll have to allocate the mats. This is where the shipped quantity from above is important. You should never allocate more mats to be returned than what has shipped. The destination or destinations shouldn’t sum to a quantity greater than the shipped quantity.
You will also set the mats per load, loads per day, and start date
-
Now it’s time to add the origin
The drop down list under Name will have every address that mats were shipped to. You will select the address listed (for locations with multiple addresses, you only have to select one) and the remaining boxes will be completed for you. You can hit save
From here it’s just as if you were adding an origin to a shipping agreement. The only difference is the lack of grades. All mats returning from a project are returned as ungraded.
-
You will also need to add a freight po if necessary.
FRTOUT-YAK will be the most common PO Line Item type however as pointed out above, when returning to a YCL the freight option can be set to CPU.
-
When creating the Yak Mat Agreement Notification for the return, make sure the Schedule Type is set to Receiving
-
Everything else about sending out the Notification will be the same as when shipping with a few minor tweaks
-
These people / groups should be included in the email
Freight Vendor email if applicable
Destination contact email address
Sales team member
-
The subject line of the email should include the following
Agreement number
Customer
Delivery city, state
-
The body of the message should include the following details along with the snippet
When loading should start
Daily loading goal
-