Terminology
What does 'Booked' mean?
Completed
What form is recommended to use when creating a new personal account?
Quick Form
What form is used to edit an account?
Standard Form
What is the name of the final step in the order process?
Booked
When you log into Oracle - what is the name of the Super User we click to open up the different folders?
JWP Order Management
What is a Site?
An Address
What three buttons do you click to create a personal, church, dealer or community group account?
1. Customer
2. Site
3. Contact
Party Level or Account Level: what level would you go to,to add in tax exempt information?
Party Level
For a drop ship order you go to the shipping tab to update what three fields?
Source Type, Receiving Org & Ship Method
What symbol is known as the wildcard?
%
Customer orders 5 imprinted folders with ONLY middle line imprinting, what is the imprint cost?
$3.00 per folder
What form is recommended to use when creating a new contact for an existing organization?
Quick Form
In Standard Form at the Account Level, what section would you go to, to remove a site?
Account Sites
What icon do you click to add a Header Note or Line Item Note on an order?
Paperclip
*What does PLA stand for?
Pepper Learning Academy
What is Ship Sets?
Ship Complete
*When adding a contact, there is a field for phone number and email address. Which one(s) is required?
At least one of the two
When creating an account, at what level would you mark PO/OPO required?
a. Account
b. Party
c. Site
Site
What tab do you go to,to add items?
Line Items
What is the name of the section we use to look up an Order when the Order # is all that is provided?
Order Organizer
*What does UPK stand for?
User Productivity KIT
What is the process for creating a school account?
Ship To: Bill To:
New Customer New Customer
New Site New Site
New Contact
*Link them thru relationship in standard form
What level do you go to, to edit the phone number for the organization?
Party Level
What are the steps for a credit card order - after you have added items?
1. CardConnect Tokenizer
2. Register Card
3. Actions - Payments
4. Fill out payment & Security Code
5. Ok
6. Book Order
*When did Oracle Go Live?
April 2019