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Worksheets

SOE

Total questions: 9

Worksheet time: 5mins

Name
Class
Date
1.

In what system do you start all customer transactions?

a)

SOE

b)

Salesforce

c)

SAP

d)

Outlook Email

2.

I have a customer who wants to purchase items from Grainger, does not have an account and does not want to open an account. What type of transaction will this be?

a)

First Time Customer Transaction

b)

Employee Transaction

c)

Customer Purchase Account Transaction

d)

Customer Account Transaction

3.

Customer PO is a required field on the Accounts page for all customer orders.

a)

True

b)

False

4.

Where in the Shopping Cart can you see Ship Pack and Sell Pack details?

a)

In the Details pane once the item is in the Shopping Cart and selected

b)

The Ship Pack will auto default in the quantity

c)

You can't see the Ship Pack and Sell Pack details in the Shopping Cart

5.

I have a customer who wants to open an account at my branch. What do I search for in Salesforce to start this transaction?

a)

Customer Purchase Account

b)

Customer Account Transaction

c)

Employee Transaction

d)

First Time Customer Transaction

6.

While working with customers at the counter I need to offer which of the following?  

a)

Extended Protection Plans

b)

Alternate Items

c)

Accessories

d)

All need to be offered as applicable

7.

If a customer decides not to purchase an item because we do not have it in stock, I need to reject the line and use the appropriate Rejection Code?

a)

True

b)

False

8.

If my customer only has the model number for an item in question, I need to use which of the following to find the Grainger part number?

a)

Comparator Tool App

b)

Type information into Stock Number field in Shopping Cart

c)

You are out of luck, you need to have the Grainger part number

9.

My customer is a reseller, what question do I need to ask to identify the tax status of the transaction?

a)

What items do you resell?

b)

What is a reseller?

c)

Are any of the items purchased today going to be resold?

d)

You do not have to ask any questions