SOE
To pull up SOE from SalesForce, what button would we press to bring up our customer's account?
"Open SOE"
When transferring to TPS, what are we going to categorize as?
Preorder>Product select
What guide can we use to add an EPP to an order?
EPP (Extended Protection Plan)
Can we search a branch using our customer's zip code?
1927
How do we change our customer's form of Payment in SOE?
How can we tell if someone has an active account?
Green/red flag indicator
What guide can we use to find out how to expedite an order?
Expedited Order & DC Will Call Guide
What location is branch 416 located in?
William Wallace Grainger
Can we search a customer's order using their PO?
Where can we see if a customer has a sales representative?
On the Account details section
Your customer is asking for a better price, but they're a CPA. What guide can we use to determine if we can help the customer with their pricing concern's?
Pricing User Guide
What is the landmark for branch 556?
Metropolitan Detention Center
What does the OS/FR bubble mean in SOE next to an item number? Can we expedite these items?
Carrier field/number field
Where in a Sales-Force case for a TPS reconnects would we find the Grainger item numbers?
In the SKU field
A customer wants to place an order for some RA404 refrigerant, however he can't remember if he has his certification on file. What guide would we use to navigate to his cert?
Refrigerants
"Shipping" tab at the top
Yes we can; Export team
To provide availability to a CPA will call order, what section of the accounts screen needs to be filled out?
Plant list
Where would we find the steps to ADD a customer as a contact?
Salesforce case management guide
Where can we find if a CPA can do a DC will call?
CPA Guidelines
What is DC 934's cut off time for NDA?
4:30 PST
You have a customer who would like to open an account and establish "open terms". What standard work would you use to best assist your customer?
A-Account changes.