orders

Question 1

if someone wants to order a book, what’s the first thing you should do?

Answer 1

make sure we don’t have it in stock, then check ingram

Question 2

how do you start a customer order?

Answer 2

iMerchant –> customer order –> new customer order

Question 3

after you start a new customer order, what is the next step?

Answer 3

look up the customer to see if they have an account. if they don’t, make them one.

Question 4

what is the most important information to get on file for a customer who’s doing an order?

Answer 4

name, phone #, email, and address if we’re shipping it

Question 5

what do you select under shipping code?

Answer 5

how the customer will get the order. shipping method/curbside/in-store/etc.

Question 6

what should you do with the tax area section?

Answer 6

make sure it’s correct if we’re shipping it. (tax exempt if out of state, check tax rate on daily news if in state). if we’re not shipping it, just leave it.

Question 7

what goes in the customer PO section?

Answer 7

any special notes from the customer (should it be wrapped? should it be put on employee hold shelf? etc).

Question 8

what do you do if you need to leave a note on the order but it’s too long for the customer PO section?

Answer 8

click “see notes” at the top and then write a new note in that tab.

Question 9

what goes in the origin section?

Answer 9

how we will contact the customer with updates on their order

Question 10

if notifying the customer via text, what do you need to check?

Answer 10

verify that the number on file is the one they want texted. put this number in the text phone box.

Question 11

which origin should be selected if it’s an order with special instructions that shouldn’t be put through normally?

Answer 11

“CO” –> so a coordinator will see it before the customer is notified

Question 12

after you’ve put in all the customer’s information, what do you do next?

Answer 12

save that page –> go to the “products” tab –> click the binoculars –> search by ISBN –> double click to add the item to the order

Question 13

what do you need to double and triple check when adding a product to an order?

Answer 13

make sure the price is the same in iMerchant as it is in Ingram, and make sure the discount in Ingram is not less than 25%.

Question 14

when adding a product, what should be put in the “ordered” and “allocated” sections?

Answer 14

ordered = how many copies the customer wants. 
allocated = leave at zero, it will automatically update when the books come in.

Question 15

what do you need to check for in the discount area?

Answer 15

make sure the customer’s discount is showing up if they should be rewards members. if it isn’t, see if they’re expired. if they are, artificially add the 10% discount and make sure to ring up their renewal fee with the order deposit.

Question 16

what’s the last step when adding a book to an order?

Answer 16

click “apply”

Question 17

how do you take payment for an order?

Answer 17

write down order number –> click “find order” in POS –> type in order number –> click “deposit/prepayment” (!!!!) –> ring up as usual

Question 18

what is the last step in an order?

Answer 18

fill out a SPO form and put it in the SPO box

Question 19

how do you add books to iMerchant for an order?

Answer 19

search by ISBN –> click “new” –> double check the retail price –> enter the publisher in the “publisher and manufacturer” box –> write “bks” in “accounting category” –> write “101000” in “department category” –> make sure the vendor is the same as the publisher –> save –> double click to add to the order