Pick Up Procedures
Daily Cash Reconciliation
8300
Bunkbeds
Customer Interaction
100

Christain Movers 

Name one thing we should put in pick up notes when a customer says, "Christain Movers is picking up"

100

Cash Envelopes

How long should cash envelopes be retained?

100

Process and procedures 

what is the process and procedure of the 800 IRS tax form? 

100

Process and procedure

What is the purpose of the bunkbed checklist? 
100

1

What should we do when we have an upset customer?  

200

Pickup requirements

How long do customers have to pick up merchandise? 

200

Cash Verify 

What amount of cash requires a manager to verify?

200

True/False 

The total is $20,000 for the 8300 form to be used 

200

Procedures

What should be scanned in along with the bunkbed checklist?

200

2

What should we do when a customer ask for a manager? 

300

48hr rule exception

when is it okay to go over the 48hr rule?

300

Over shorts

What qualifies as an over short? What is the process for over short? 

300

Procedures

When must the 8300 form be filled out?
300

Process

Where do we scan the bunkbed checklist to? 

300

3

When do we call customer service? 

400

True/Fale


We should be putting pick up dates in customers orders

400

Another Store 

When accepting cash from another store, in cash rec is it a positive or negative?

400

True/False 

We retain copies of the 8300 form for 30 days 
400

Policy 

What paperwork is required for the bunkbed checklist? 

400

4

How long should we have customers on hold? 

500

True/False 

 

When taking deposits, the expected percentage is at least 20%

500

Process and procedures 

What is the process and procedure for accepting cash for another store? 

500

Procedures 

What action should be taken if the customer refuses to give their social security number? 

500

Requirements 

What are the consequences of not turning in the bunkbed checklist? 

500

5

what do we do if sales are unavailable, and the customer is on the phone needing assistance?