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  1. Peet's Coffee - DSD Operations
  2. How To's
  3. How To's OTS

How To's OTS

  • How to select a different Route Stop day on OTS Account Selection screen
  • How to adjust OTS Settings 'Are you sure' prompts
  • How to Submit a Suggested Purchase Order
  • How to Reauthenticate OTS to Reestablish an Active Session
  • How to Correct an Invoice after an End Of Day has been Communicated
  • How to Complete New Inventory Movements
  • How to Complete a DEX
  • How to select Reasons for Unserviced Accounts
  • How to Complete a Display Survey in OTS
  • How to add Target PO to Sales Invoice
  • How to Print Invoice Pick List with Item Barcodes
  • How to Perform R2R Adjustments
  • How to Remove On-Hand Inventory filter for Physical Inventory
  • How to Filter Inventory for on-hand Inventory
  • How to Communicate OTS using Single Sign On (SSO)
  • New Physical Inventory Process
  • How to perform Return and Buyback on same invoice
  • How to view Sales History by Account and by Item
  • How to Separate invoices for Whole Foods for Coffee and Tea
  • How To Add Notes to an Account in OTS
  • How to OTS - Proof of Delivery Image Capture
  • How to Create a NoSale Transactions
  • Item Sort Method called "HOST ORDER"
  • How to Use Barcode Scanner in OTS
  • Route Review
  • What are GTIN's
  • How to Find the Variance at Physical Inventory
  • Closing Out (Completing) Old Purchase orders in OTS
  • SOP on Receiving IN Damaged GOODS
  • How to perform an Inventory Adjustment
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Peet's Coffee - DSD Operations