Quotes
How do you determine if a discount was applied to a quote?
Check quote notes
Search for existing orders/po's/quotes
How do you determine if an order is on Destination pricing?
Order global notes/totals screen/message pop in header
True or False
All custom quotes have freight charges included
False
True or False
If converting a quote, you will always override keycode
False
What is the difference between Collect Freight and Third Party freight?
Collect is bill to the consignee and Third Party is billed to a separate address
Who do I contact internally if a customer has questions regarding their ISP bid quote?
xiddpa
What is the keycode for a Fax po?
LAST
What info should be included when adding new routing instructions to the account?
Phone number and/or email address
When should we not convert a quote?
Custom/next years pricing/all items must be ordered to receive discount/quote is noted not to convert
What are the steps to follow if the red message of "item is on other QU" is shown?
Find existing quote to see if it should be used instead of new order
What should always be reviewed after order placement to be sure shipping instructions are accurate?
Order Global Notes
What are reasons to hit the "Bid" button if amount is below threshold?
Customer asks for better pricing or Fed acct shipping to APO/FPO (overseas)
What pieces of information should be included on DNS notes? Name at least 3
Hold reason/date/reps initials/who was contacted/method of contact/DNS
If volume message pops and customer wants to use their collect carrier, what information do we need from the customer?
Volume quote number