New Spring 2022 Week 2 Final

A HomeSchool Parent has a Bachelor's Degree in early childhood education and would like to purchase the Bateria III which makes them eligible.

• True

• False

• Process the order with the products as the customer requested

• Reach out to the Clinical Sale Rep for confirmation or assistance

• Reach out to the Clinical Support Slack Channel for assistance

• Process the order using the WJIV Test Records and Response Booklets Form A w/ Online Scoring Combo and inform the customer for the future

If a customer specifies they have a shipping account on their Purchase Order, how should you proceed?

• Put it as a BOL message, mark the type BOL, and notate accordingly with the details.

• Make sure to update the shipping tab with the shipping details shown in OneNote - (Shipping Price, Freight Terms, Customer Shipper, and Account Number in the correct boxes).

• Put it as a BOL message, mark the type BOL, and notate accordingly with the details. Make sure to also update the shipping tab with the shipping details (Shipping Price, Freight Terms, Customer Shipper, and Account Number in the correct boxes).

• Send a message to the warehouse via Outlook email to notify them of the account information.

True or False: All address updates should go to Customer Master, regardless if it's a phone, chat, or ticket situation and we should not use the custom feature without permission from CM first.

• True, but we can use the custom feature before sending it so it's prepared.

• False, but we can use the custom feature before sending it so it's prepared.

• False

• True

There is a price variance on the purchase order due to taxes in the amount of $36.41. The Purchase Order states that no price variances are allowed, what should you do?

• Process the order and reach out for a price authorization.

• Reach out to a Sales Rep for assistance.

• Notate the order and proceed with processing.

• Notate the order and proceed with processing unless there is any indication of tax exempt.

True or False: If the customer provides a Tax Exempt number to us we can send it to Customer Master to be updated on their account.

• True

• False

PO is shown on the bottom of the photo and the search results from NetSuite are shown at the top, which account should we proceed with using for this purchase order?

• 240641 Hamilton County School District

• 145058 Hamilton County School District: Thrasher Elementary School

• Reach out for help via Slack

• Reach out to Customer Master

PO is shown on the bottom of the photo and the search results from NetSuite are shown at the top, which account should we proceed with using for this purchase order?

• 340224 Hillsborough County Public Schools

• 340377 Hillsborough County SD Area 5

• 340302 Hillsborough County SD Area 1

• Possible merge, send to Customer Master for confirmation

We receive a PO with a shipping address that shows both a street address and a PO box on separate lines. How should we proceed?

• Update NetSuite in the drop-down menu using custom as needed and proceed with processing.

• Send it to customer master for correction if it's also that way in Netsuite, if not just use the street address.

• We cannot accept the PO since we do not ship to PO boxes.

• Reach out to the customer for clarification on which to use.

If an Order Contact is missing, what should you do?

• Leave it blank, make sure to select the correct Order Type and notate.

• Reach out to a Sales Rep for this information.

• Look on the PO or Fax Cover Sheet for key indicators of who to contact with questions on an order.

• Select one of the customers contacts in the Relationship Tab in NetSuite.