Search and Locate

Question 1

What is the first thing we need in order to begin an effective search?

Answer 1

We need to begin with the first and last name.

Question 2

If we wanted the customer to locate the order number, where would this information be located?

Answer 2

The customers packing slip

Question 3

When creating a new order what will the address default to?

Answer 3

Primary Ship & Bill to

Question 4

What tab will be used if the customer requires a separate SHIP TO address?

Answer 4

Customer Tab

Question 5

If the customer wants the package to be delivered under a different name, which is the field that will allow this information to be entered?

Answer 5

Ship To First Name, Ship To Last Name

Question 6

When updating an email address, what does the agent need to do first?

Answer 6

They need to make sure to highlight the main address the email address is associated to. This will ensure that the email address is synced with the correct mailing address.

Question 7

The order tab will allow a new order to be created. The order tab will also provide what information?

Answer 7

It will also provide historical data from a prior order.

Question 8

If the agent wanted to know the payment terms of (3 pay or 1 pay) that were selected for that order, what tab will provide this information?

Answer 8

Order tab and Paymt details tab

Question 9

In what section can agent locate the product SKU for the customer?

Answer 9

Item Section

Question 10

What tab will provide all detailed information of the customers prior purchases?

Answer 10

Transaction History Tab

Question 11

The order number will be created for what reasons?

Answer 11

Purchases, Refund, Returns

Question 12

In the transaction history tab, what is the column that identifies where that order was created?

Answer 12

Source column

Question 13

In the transaction history tab, what is the column that will let us know if the order was cancelled?

Answer 13

Status column

Question 14

In the transaction history tab, what does it mean if the status reads entered?

Answer 14

It means that the customer has not been charged and can still be managed.

Question 15

In the transaction history tab, what does it mean if there is a negative before the number? Example: (-38.87)

Answer 15

It does not represent a new order. It means that this is the copy of an original order.

Question 16

In the transaction history tab, what is the column that provides the item will be charged or shipped?

Answer 16

Req Date

Question 17

What does the program level mean?

Answer 17

The program level will begin at 1 and increase depending on how many continuities were charged.