Trade Talk
This term refers to a customer who buys goods for a business rather than as a consumer.
What is a Trade customer?
A formal document created by a buyer and sent to a supplier to request goods or services.
What is a Purchase Order?
When available, always search by this first to get an immediate match result.
What is the customer account number?
The most common and accurate way to search for a title is to use this identifier.
What is an ISBN?
This order type code is used for a quotation.
What is QA?
These are two common ways Trade customers place orders with Customer Service (name any two).
What are phone and email?
(Also acceptable: teleorders/EDI, etc.)
Name two typical pieces of information found on a PO.
What are purchase order number and product details?
(also acceptable: date, supplier details, customer details, customer contact details, quantities, shipping information)
This function key filters the customer search results to show only active accounts.
What is F8=Active?
This screen shows related products such as next/previous editions and print/digital versions.
What is the Title Relations screen?
This order type code is used for a proforma.
What is PA?
This is the system (sometimes referred to as AS/400) used for order processing and distribution in EMEA Books CS.
What is UK Core?
If the customer does not provide a PO number, this should be used instead when creating an order/quote/proforma.
What is the case number?
These are important because they can contain instructions that impact how orders are processed.
What are Customer Account Comments?
If an ISBN provided is for an eBook/oBook, you can use this relation code to locate the print product
What is using Relations code EB to identify the print ISBN?
Both quotes and proformas show customer price less discount plus postage, but this one additionally includes bank details to enable payment.
What is a proforma (PA)?
True or False: Trade customers are advised to order through the Wiley.com website because discount will be applied automatically.
What is False?
A Trade customer asks for price and availability but also provides a purchase order reference. During a quote or proforma, this is the action taken to reflect both the stock position and the customer’s reference.
What is updating the P/O number field with stock levels and adding invoice text with the customers PO reference?
This function key re-displays customer comments/notes once a customer is selected.
What is F6=Cust Comm?
When the system recommends a substitute title, this is where you can check to confirm whether the customer accepts substitutions.
What are the account comments or Customer Inquiry Page 2?
In the quote/proforma process, this key is used to enter text (e.g., purchase order reference in text fields).
What is F8 (to enter text)?
This is the unique identifier Trade customers can purchase to enable online/teleordering (e.g., PubEasy/Tele Orders).
What is a SAN (Standard Address Number)?
A customer requests the same ISBN twice but provides two different purchase order references. This is the correct way to handle the order lines.
What is process the lines separately and use different P/O references per line?
If F6 and F8 don’t appear automatically, you may need to press this key to access more function keys.
What is F24=More keys?
A customer asks for a title that is no longer available in the format they requested. This screen helps you identify alternative editions or formats you could suggest before responding to the customer.
What is the Title Relations screen?
True or False: During conversion, if a shipping charge shows on the quote/proforma, you should add it to the Manual Postage field?
What is True?