11/12/25 Pop Quiz

True or False: If a customer is requesting a quote, we need to look up the assigned Sales Rep (aka AC, Assessment Consultant).

• True

• Fasle

Answer explanation

True! All accounts should have an assigned Sales Rep. If you come across an account that is unassigned or lists a deactivated Sales Rep, you can tag Shashank in the cx-riversync slack channel and he can tell you who the Sales Rep is.

True or False: We need to add BOL warehouse notes to an order for online test licenses.

• True

• False

Answer explanation

False! Since online test licenses are digital and nothing is going to physically ship, we do not need to add any BOL warehouse notes to these orders.

True or False: Quotes can be processed with POs and credit card payments.

• True

• False

Answer explanation

True! Quotes are usually requested to be processed using a PO or the customer wants to be sent the credit card link to complete their payment.

Which address is acceptable to use for our (Riverside Insights) "Vendor Info" on a PO? Select all that apply!

• Riverside Insights

  PO Box 7410058

  Chicago, IL 60674-5058

• Riverside Insights

  One Pierce Place, Suite 900W

  Itasca, Illinois 60143

• Riverside Scoring Service

  9200 Earhart Ln SW

  Cedar Rapids, IA 52404-9078

• Houghton Mifflin Harcourt

  125 High St.

  Boston, MA 02110

Answer explanation

Acceptable addresses for our Vendor info on POs are:

Riverside Insights

PO Box 7410058

Chicago, IL 60674-5058

Riverside Insights

One Pierce Place, Suite 900W

Itasca, Illinois 60143

Riverside Insights

One Pierce Place, Suite 101C

Itasca, Illinois 60143

True or False: We should use whatever shipping and billing info that is preloaded on a quote when processing a quote with a PO.

• True

• False

Answer explanation

FALSE! When a customer sends a PO to be processed with a quote, we ALWAYS go by what is on the PO, NOT what's preloaded in the quote.

*The PO stands as a contract between us and the customer. If anything differs from the PO, the customer may try to dispute paying their bill!

Select the all of the assessments that are Classroom/Group:

• CogAT Screening Form

• Logramos

• BDI-3

• easyCBM District Version

True or False: If a sales order has a price variance up to $50, I'm okay to process it.

• True

• False

Answer explanation

False! We can accept price variances up to $20. **If the PO states that there cannot be any price variances, you will need to put the order on hold and reach out to the customer for an updated PO.

Can we proceed with an order where the PO total is more than the sales order total?

• Yes, this means that there is more than enough funding on the PO to cover the sales order.

• No, you need to reach out for a revised PO.

• No, you will reach out to the assigned Sales Rep for further guidance.

• Yes. You will then need to reach out to our AR Dept. for approval.

Answer explanation

Yes! We process orders if the PO is over the sales order total. Be sure to notate the variance/reason and add "SO less than PO" to the order notes.

If a customer sends us an order form with "Credit Card Payment" selected, can we proceed with the order?

• No, we only take credit card orders over the phone.

• No, we need a PO for all orders.

• Yes, we would process the order. We would keep the "IS CREDIT PAYMENT" box checked. We would then send the CC link through NS or HubSpot.

• Yes, but we would need the customer to send their credit card number to us through HubSpot first. We would then enter it in manually on the sales order.

Answer explanation

Yes! Often, customers will send a copy of a quote or the order form and request to pay by credit card. We can process the order and then send the credit card link.

*In this case, we would use the shipping and billing info on the order form/quote when entering the order in NS because there is no PO being used.

True or False: Scoring items do not need to be removed from orders with online test licenses.

• True

• False

Answer explanation

FALSE! You will NOT process scoring items with online test licenses. These item MUST be removed from the order (just as you would if it were scoring items with paper/pencil test materials)!!

**The only exception is if the Sales Rep wants them to be billed upfront for scoring services. If you get an order request for a quote that has "DataPlus Scoring Services" item codes on it, please reach out to the Rep to see when we should bill the scoring services.