Emails with subject lines like “Load Sheet <mm/dd/yyyy> Trailer ____”:
- Download attached Word document
- Click download to open Word document
- Click “Enable Editing”
- File > Save As
- Browse to “S:\production\productionscans\Scanned Load Sheets” folder
- Save as type PDF
- File name: <trailer#>_<loaddateyyyymmdd>_<load#>.pdf (ex: for load date 5/17/21, load #1, trailer #462472, filename would be 462472_20210517_1.pdf)
- Click Save
Email usually immediately following with subject line “Advance Shipment Notice(s)” from report-service@associatedmaterials.com:
- Download attachment(s)
- In Leads app, Admin Stuff > Import Load Data
- Browse to your Downloads folder, select downloaded attachment
- Region will be set automatically based on AMI store # in file name
- Specify load date, load #, and trailer # from corresponding load sheet you converted to PDF earlier. Be sure the region matches (for example, if region is NOL, specify the load # for the New Orleans load sheet rather than the Baton Rouge one)
- Click Import