PO BASICS
What are the 2 ways POs can come to us?
Manually and Remotely
Where would this referenced quote typically be found?
On the PO, in the email body, or as an attachment
How will changing the pay terms affect the account number?
The account number changes based on payment terms
Where are the two places you can add the customer PO to the order?
CUST PO# field or Batch Change
How do you change the warehouse via the dropdown menu?
WH/Avail dropdown → select warehouse → Update
How does a manual PO generally come over to us?
Via email
What are the two most important things that need to match when converting a quote to an order?
Pricing and part numbers
Where are the two places you can update the payment option on an order?
Pay Term dropdown; Billing CC tab → Set Bill To
If the customer provides the EU PO, where does that go on the order?
EU PO field under the shipping tab
What 2 tools can you use to identify if there is availability in a warehouse?
Inventory Tips and WH Dropdown
What are the different types of remote POs?
EDI, XML, Partner First
How would you begin an order when a quote is referenced and when it is not referenced?
Quote: Webquote > Quote/PO toggle > quote #. No quote: Webquote > Customer toggle > account #
What is the difference between a Reseller PO and an End User PO?
Reseller PO goes to TDSynnex; End User PO goes to the reseller
Is the EU PO a required field?
No
What indicates a Back Order?
Negative availability
What is something most manual POs will reference when they are sent in?
A quote
Can you explain the difference between the different pay terms (Net Terms, Floor Planner, Credit Card)?
Net Terms = TDS credit; Floor Planner = 3rd‑party bank; Credit Card = card on file
Which PO is required to place an order?
Reseller PO
In Webquote, how can you identify the warehouse closest to the shipping destination?
A © symbol appears next to the warehouse code
If there is no stock available, how do you update the order to a BO instead of an SO?
Adjust the BO Qty field