WAXIE Trivia
Credit Holds
System Functions
Credit Trivia
Customer Service
100
What is the year WAXIE was established?
What is 1945
100
SP and CR
What are hold codes used by credit representatives?
100
When beginning in the AS400 main menu, using keys 3 + 14 will get you to which screen?
What is the call queue
100
What needs to be submitted in order for the customer to have terms?
What is a "Credit Application"
100
When you make an effort to help the customer and not transfer the call?
What is "Owning the call"
200
On this day of the week, employees are allowed to wear jeans to work.
What is Friday
200
When holding an account, you should always make a note of this where?
What is in the "POP UP"
200
When demanding a statement to be printed in the fax room you must always put ___________ twice or MANY copies will be printed
What is the customer #
200
Done monthly and submitted to the CEO for review
What is the Charles Report
200
Be courteous and polite, always use ________ and __________?
What is PLEASE and THANK YOU!
300
WAXIE has 19 of these?
What are Branches/locations
300
A ________ should always be obtained before releasing a delinquent customer off of hold.
What is a Payment Commitment - check number and Amount is Preferred
300
A customer calls and is trying to reconcile their credit card statement. They have a transaction date and amount charged to their card. How do you find the transaction, using this information?
What is: 26. Electronic Payments 11. EP Transaction Inquiry
300
This form of payment allows customers to submit payments electronically and WAXIE receives the following day
What is ACH
300
When is it appropriate to have your phone on cover?
What are breaks and lunch
400
Who were the founders of WAXIE?
Who are Morris and Harry Wax
400
These types of accounts can almost never be held?
What are Network accounts & No Touch
400
Main Menu, option3 + option 12... Take you to this screen?
What is invoice number inquiry
400
Credit Reps should be working their ________ daily to maximize their collection effectiveness -
What is the call queue
400
True or False: Changes to the customers address can be made if verbal confirmation is given from the sales rep?
What is False. Changes to the account should only be made if submitted in writing by the customer
500
What is the Corporate office's address?
What is 9353 Waxie Way
500
2 PM, 3 PM, 4 PM and 5 PM are__________ for releasing orders
What are cut off times
500
Do Credit Reps have the functionality to export aging into excel from the AS400?
What is: YES- 51. Waxie Menu /Accounts Receivable Menu /Open Invoices by Cust/ShipTo (Export F10)
500
What does DSO stand for?
What is "Days Sales Outstanding"
500
This policy incorporates a customer relations approach that is specific to a way of speaking and servicing both the internal and external customer?
What is The Basics of Service
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