Accuracy
Note Taking
Process the Request
Commonly Missed
100

True or False: Readback is same for quotes as it is for orders, excluding payment method

True

100
All notes must include this applicable letter

What are the 5 R's

100

This category is chosen in ERMS when processing a rejection

What is Order Assistance-Status

100

This is most commonly missed when completing readback

What is pop up boxes in the checkout screen

200

When reading back the street address we have these two options

What is City and State or City and Zip code

200

SCS has the access to update these without filling out the Account Update forms

What is Account Notes

300

Notes for Returns/Post Order transactions must be entered in this location

What is Item Reason Text

300

This category should be used in ERMS when completing a ticket requesting a quote

What is "Price-Quote Request"

400

When providing a total on a quote or order we must include this statement

What is "that includes tax and shipping"

400

This should never be restated in our notes, for the notes should justify.

What is Reason Code

400

This box is highlighted in yellow on the Accounts Page and should always be reviewed first

What is Account Notes

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