Screens
Creating an order
1.4
What is the key used to go back to the previous screen?
F3
What is LD?
Lowe's Delivery
What do we do if the order for exchange was not a Sterling order?
We should refer the exchange request back to the selling store to process.
The option to select when prompted for truck type.
ALWAYS use Box Truck
How do you get to the Merchandise Pickup Screen?
+
1 example for why you may use this
1.5.6
An appliance needs to be leveled. The connections need to be checked. A unit needs to be hauled away.
TAB & Arrow Keys
What is EPP?
Extended Protection Plan
What do you do if there is a price difference when exchanging an order?
If there is a difference due to a price increase or decrease, we will either need to collect funds from the customer (if they owe money), or once the exchange is completed we will refund the difference back to the customer.
What information is most commonly entered on the Customer Lookup Screen?
Phone #
Return Item Entry Screen
1.18
The key used to proceed to the next screen
F9
263
When would an exchange be appropriate?
When the customer would like a new product & delivery date, but keeps damaged item until new product is delivered.
What is an administrative refund used for? (name 3/5)
An administrative refund would be a refund for one of the following reasons:
Coupon, Discount, Price Match, Load Indicator, Tax Correction
You will need to enter the following information in the REASON section on this screen:
• Original Order Number (if applicable)
• Original Invoice Number
• Original Sales Date
• Original Store Number
• Item Number(s) of product(s) being picked up
Sale/Paid Out Entry Screen
The key used to pull up the Exchange & Loaner accounts on the payment screen
F14
What is the purpose of 5.1 Item Lookup Screen?
Check inventory levels at XDT
Where can you locate the Exchange Account Worksheet?
This worksheet can be downloaded from the FORMS section of the XDT Policies and Procedures page online.
How do we send money to a store?
Using a Paid In to the XDT 3979 account and notifying the store via email.
What do these directions do?
"On the 1.4 screen, Press F6, then search for the customer by entering the phone number or last name on the invoice"
Recall an Invoice
How do you get to the Exchange Screen?
4 steps.
1.4
Press Shift+F1 (F13) to access the Invoice Options screen.
Tab down to the Exchange field, and then change the default to Y. Press F9 to process.
Screen used for Receiving POs/TOs
AND what document is needed to receive that?
6.2
Bill of Lading (BOL)
What information goes in the "Delivery Instruction Field" when exchanging a product?
The customers original order information to include: Order Number, Invoice, Original Sales Date, Original Store Number, and the item being picked up, and then press F9.
What process would we follow for an item that is returned to the XDT unopened because it is the wrong color?
ICB
Inter-Company Billing