Proper Procedure
Proper Procedure Part Deux
FDM4
Can Do
Supporting Departments
100
You must always ask for the last four numbers of this before processing the order.
What is a Credit Card?
100
When an order is on hold, reading these should tell you why.
What are comments?
100
This allows us to lookup a customer's history.
What is Esc-C?
100
This follows the rule of thumb "Two weeks, end on the Friday."
What is the expiration date?
100
When needing to cancel, rush, or change an order, call this department.
What is Operations?
200
We must always get this before helping our customers.
What is the account number?
200
This is the weight and box limit for LTL orders.
What is 400 lbs and 14 boxes.
200
These must always be entered on the final header screen, before being copied to the hold screen.
What are Non-Printable Comments?
200
If this is lacking, never send the quote to the customer before factoring in the new cost.
What is freight?
200
When an unhappy customer wishes to escalate the call, turn to this type of person.
What is a Product Specialist?
300
Customers cannot place orders without their account numbers when they have this.
What are Net Terms?
300
Of the three complete flags this means the order is on an Operations hold.
What is Rvw (review)?
300
This function will help find the dimensions of a box.
What is Esc-I?
300
You will select this when they plan to order all of the items.
What is Combine Styles?
300
Pass a customer to this department when they need to make a payment.
What is the Credit Department?
400
First and Last name is required for every one of these orders.
What is Flex Express?
400
These kind of phone call transfers should only be done to hunt groups, and almost never to individuals.
What are cold transfers?
400
Anytime the Esc functions are not working, this might be causing it.
What is Caps Lock?
400
When shipping the order, you need this check box in addition to the zip code.
What is Out of Territory?
400
This department is in charge of the email sales@alphabroder.com.
What is Web Support?
500
Before you release the open order on Credit Card, this must always be changed.
What are terms?
500
When approaching someone for help, you should always bring this.
What is the order number?
500
In addition to account, order, invoice, and PO, we can also look up an order using this.
What is the tracking number?
500
This person must always receive a quote before the customer, if one is assigned.
Who is the Inside Sales Representative (ISR)?
500
Though they are tech support, never transfer a customer to this group.
What is Help Desk (IT)?
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