Rexel (RUSA) Branch Addition / Edit Process
Applies to new RUSA branch locations, existing branch address changes or additions, and new users for existing branches
Overview
RUSA periodically sends branch details for new locations, address changes, or new users. Use the section below that matches the request. Each step lists its owner and whether it is tracked as a task in HubSpot (HS).
Key terms
- P Drive file: RUSA Branch Listing Combined XX.XX.XXXX, stored in the RUSA Branch Location Info folder
- Account Location Change Rule table: Portal > Maintenance tab. It populates the Shipper and Consignee drop-down boxes in DV. It also stores the address details used to check the consignee address for specified parcel account numbers to determine the location (see Pre-Rating rules for parcel account numbers).
Scenario 1: New Branch Locations
|
# |
Action |
Owner |
HS Task? |
|
1 |
Update the RUSA Branch Listing Combined XX.XX.XXXX file in the RUSA Branch Location Info folder on the P Drive, then provide it to Travis Gordon. |
Karly/HS Ticket Owner |
Yes – Client Documentation |
|
2 |
Update the RUSA Account Location Change Rule table (Portal > Maintenance tab) so the DV Shipper and Consignee drop-downs include the new locations. |
CS Team |
No |
|
3 |
Issue a ticket for automated reporting distributions (Daily Hold, B460, etc.). |
CS Team |
Yes - Reporting |
|
4 |
Enter a ticket to add the location to the GL Coding validation table, specific to PG2. |
CS Team |
Yes – GL Coding |
|
5 |
Notify Barrett Marchive of the number of locations added during the month, for billing purposes. |
CS Team |
No |
|
6 |
Apply the billing fee of $35/location if 43+ locations are added. |
CS Team |
No |
|
7 |
24 hours after the locations are added: add the locations to Travis Gordon’s PG username and set up new users with visibility. |
CS Team |
Yes – PowerGrid External |
|
8 |
Check the Production Calendar in Client Maintenance to confirm the new locations are added to Thursday production. |
CS Team |
Yes – QC Review |
Scenario 2: Existing Branch Address Changes or Additions
- Update the RUSA Branch Listing Combined XX.XX.XXXX file in the RUSA Branch Location Info folder on the P Drive, then provide it to Travis Gordon.
- If the branch address is changing, update the address in Client Maintenance.
- Update the RUSA Account Location Change Rule table (Portal > Maintenance tab). This updates the DV Shipper and Consignee drop-downs and the stored address details used for the Pre-Rating rule for parcel accounts UPSN A3E567 and FEPL 134763671.
Scenario 3: New Users for Existing Branches
- Update the RUSA Branch Listing Combined XX.XX.XXXX file in the RUSA Branch Location Info folder on the P Drive, then provide it to Travis Gordon.
- Create or update PowerGrid access for the contacts associated with the branch, and provide login credentials accordingly.
- Issue a ticket for automated reporting distributions (Daily Hold, B460, etc.).
- Check the Production Calendar in Client Maintenance to confirm the locations are on Thursday production.
Quick Reference: Which Steps Need an HubSpot Task?
- HubSpot task required: reporting distribution tickets, GL Coding validation ticket (PG2), adding locations to Travis Gordon’s PG username and setting up new users
- Not an HubSpot task: updating the Account Location Change Rule table, the $35/location billing fee