Processes
Order Screens
Personalized Items
Shipping Timeframes
Upsells
100

You do this to move forward into the CM14 Search Screen.

What is "Hit / x2"? or What is "Hit any key x2?"

100

Name, Address, Phone Number, and Email address.

What is the information the customer is required to verify in Screen 1?

100

The button(s) you hit to save the personalized information.

What is F6 x2?

100

5-9 business days, in most cases

What is the standard shipping time frame?

100

Add an item for $5.99 or more and get a free gift from our warehouse.

What is the go-to Current Product Upsell?

200

You enter this into the Sequence by section in order to sort by Zip Code and Last Name.

What is "M"?

200
P

What is the order source for a phone order?

200

This indicates the item is not personalized, but goes through the personalization department.

What is PZN? or What is *Default?

200

2-3 weeks, in most cases

Whats is the time frame for Rolled Address Labels?

200

Smart Buy Savings Club - Silver

What is the go-to Colorful Images Upsell?

300

This F-Key moves you forward through an order.

What is F6?

300

K

What do you enter into the opt field to keep a back ordered personalized item on the order?

300

This is the qualifying letter for a roll of 250 Address Labels.

What is "S"?

300

5 weeks

What is the shipping time frame for orders shipping outside of the Lower 48?

300

Add an additional item and receive 20% off of that item.

What is the go-to Lillian Vernon Upsell?

400

You can enter this on the CM14 line in order to look up the availability of an item.

What is SO25?

400

This is required on every order call, and it is recommended that you do this in Order Screen 2.

What is a Product Upsell?

400

You hit this button to show a list you can copy from for previous personalized information.

What is F18?

400
15-20 Business Days

What is the shipping time frame for 1 or 2 Box check orders?

400

One of the three upsells associated with a check order.

What is adding extra registers? or What is adding extra deposit slips? or What is adding a matching checkbook cover?

500

You hit this button to move into the personalization screen from the family screen.

What is F22?

500

You should only hit this button in Order Screen 3.

What is F7 for credit card information?

500

This will tell you how many lines a personalized item has and how many characters are allowed on each line.

What is the format?

500

4-6 Business Days

What is the shipping time frame for a check order shipping with EXP1?

500

This is a required upsell on all phone orders.

What is a shipping upsell?