Alliance
Customer Service
Know the Company
Policies & Procedures
misc
100

What screen is the Customer Service Driver

CM14

100

demonstrate a proper greeting for a Canadian Call.

"Thank you for calling Amsterdam Products, Who do I have the pleasure of speaking with?"

100

Name our four in-house production facilities

Thayer, APL, PIM, GFL

100

If a customer has an order that is already at the vendor and they need to change the color what form would you fill out?

Changes to PO/Artwork already at vendor

100

What is the difference between using F12 and F3 to exit an order in alliance

F12 = *new

F3 = disappears completely

200
What screen do we use to check stock

IM50


200

How would you handle a customer who is upset because their pens have the incorrect imprint?

Apologize immediately, Gather the account information, WARM tx to authorization.

200

Where are paper products produced?

Glens Falls

200

When an order is needed for an event date but their is artwork on the order what should you do?

Fill out the work order off wip form once the art is at a status 2.

200

Name three times where it is appropriate to add a csstech note.

Offer/accept promo, When a customer has an event date, when you've filled out a form regarding an order.
300

Walk us through the procedure for pulling back in in-house order

Place the order on a CS hold (Shift + F9), Add a csstech notifying workorders of the changes, if the item is produced anywhere other than Amsterdam, you should call helpdesk.

300

What is the French CS rotation?

117344

300

Name 3 Supervisors in customer Service

Shelly, Kelly, Lenny, Tami, Matt, Amanda, Caleb, Bev, Taylor.

300

What is our sample policy?

Up to 5 free samples of items under $7 in a rolling three month period.

300

If no product color is indicated on a mail order what should you select in alliance?

Assorted colors

400

What should you do when a customer requests a quote and it's over $200?

enter the quote in Alliance with source D, place the order on a QU hold
400

What should we do if a customer is having difficulty placing their order online?

offer to place the order for them.

400
If you need help with an order for a vendor item who should you call?

Vendor support

400

If I need to request a day off from work, how can I do that?

Time off requests can be entered through workday.

400

If a customer is calling to order a mug and they want to use the same logo they used on their recent order of pens but that artwork is not on the DAM what logo option will you use?

Custom Artwork Required

500

What screen helps you look over a customer's invoices and account balance?

AR33

500

If a customer is unhappy with their pricing on an order what should you do?

offer to transfer to their account manager or if they don't have one, to quotes.

500

Who is the telesales supervisor in Cebu

Sherwin J.

500

Enter an order in alitrain for this customer based on email below:

From: tmblakley@taylorcorp.com

To: customerservice@amsterdamprinting.com

Dear Amsterdam,

My name is Callie. I ordered some pens in February of 2019 and I’m looking into ordering them again.

I want to use the same logo but Rory no longer wants to endorse the company. So I need to change the printing a little. I would like the cat logo but now the text should read as follows:

Taylor’s Cat Sitting

We’re Purrrfect for you!


Our phone number also changed it’s now: 518-842-6000


Also I need this order shipped to a tradeshow in the city

45 Rockefeller Plaza,

New York, NY 10111


Please make sure all orders are billed to our PO Box to my boss, Taylor Blakley

PO Box 1

Amsterdam NY 12010

Use our UPS account with overnight shipping account # 123456 under the same billing as our order.


Thank you,

Callie Blakley

Taylor’s Cat Sitting

Amsterdam NY

555-MEOW

P.S.

I need to give my boss the pricing before I can place this order. If he approves the pricing we’ll need 700 of the pens.

Customer # 11625242

Update phone number on account

Add Callie and callie is placing order,

Remove Rory

Upload art to DAM

See Special Instructions

Change in text screen and spins

Change phone number on clip imprint

Change shipping address in order only

Change billing in account/order (enter PO box correctly)

UPS Overnight under customer’s account

700 quantity

QU – source D

PMS Color

500

What is Lenny's dog's name

Majesty