Morning Check-list

Question 1

What are the first 3 things to complete in the morning?

Answer 1

Switch phones on
Check and respond to voice messages
Check and respond to emails

Question 2

How do you get to the screen to process orders?

Answer 2

Exigo —> Accounting —> Invoices

Question 3

What does CC declined mean?

Answer 3

Debit or credit card payment declined

Question 4

What does ACH declined mean?

Answer 4

Cerule pay declined (IBO commission)

Question 5

What does CC pending mean?

Answer 5

Autoship payments we are about to run

Question 6

What does ACH pending mean?

Answer 6

Cerule pay payments we are about to run/charge

Question 7

What happens if ACH payment declines?

Answer 7

Change status to CC pending

Question 8

What are the 5 steps in processing orders?

Answer 8

1. Charge any ACH pending
2. If any ACH decline, change status to CC pending
3. Charge credit cards for CC pending
4. Refresh
5. Create new batch from accepted folder and print

Question 9

If less than ____ AU orders ______ _______

Answer 9

If less than 15 AU orders cancel pick-up

Question 10

Label making check-list (4)

Answer 10

All names are showing correctly (drag down if not)
Building section of spreadsheet is correct
Any value over 600 is charged with NZD (AU)
Any notes into delivery instructions