Account Editing 1
What icon do you select to open and edit an account?
Details
In what sub-tab do you see the payment type?
Main Tab - Others
What icon do you select to edit a phone number or email?
Pencil Icon
In Order Information, Main Tab - what field do you select to change the shipping address?
Ship to Location field
True or False: You can directly email a statement to a customer?
False - only invoices can be directly emailed to a customer.
Standard Form: what section would you go to in an account to view the contacts?
Communication
When placing an order that requires a PO, in what column & field do you enter the PO number?
Left Column - Customer PO Field
Standard Form: what section would you go to add or view a note in the account?
Attachments
In what sub-tab do you change what warehouse is shipping an item?
Shipping Tab
**What is the name of the new place we would go to to view customer's online orders?
Cart Queue
**Standard Form: what section would you go to in an account to view associated billing accounts?
Relationship
When placing an order for an individual part - in what field do you enter the specific part to be ordered?
User Item Description
**At what level would you mark as Third Party Billing?
Site Level
For a drop ship order you need to change the line type to what?
Dropship Order Line
What does BOM stand for?
Bill of Material
Once you are in an account, what section would you go to, to view the contacts and add a role?
1. Communication
2. Details
3. Scroll Down to Roles
An order has been placed for a gift card - after you enter the gift card you go to Actions then ______ to remove the shipping & handling fees. What is the name of the field you select?
Charges
What icon do you click to Inactive a contact?
Remove
After you have found the correct customer, how do you place a new order?
1. Double click on the name
2. Click Orders Tab
3. Hit New
True or False: Imprinted folder quotes should be sent directly to the customer?
FALSE! You need to let Kathie know that you have entered the quote, she will review, then SHE will send to the customer
What organization types are defaulted to Credit Card Payment Terms?
Individual
When creating a quote - where do you go to send the quote document?
Actions - Generate Quote Document
**In Standard Form at the Site Level what steps would you take to setup a default shipping method?
1. Business Purpose Tab
2. Details
3. Change Ship Method
4. Apply
Where do you go to find out what credit card number was used for an order?
1. Actions
2. Payments
True or False: items to be drop shipped and items to be shipped from Pepper can be on the same order?
False