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Pre Order Review

Authored by NACC Delivery

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Professional Development

Used 3+ times

Pre Order Review
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15 questions

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1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Customer tells you he needs 1 of a 1A106. What do you need to do before starting his order?

Call Help Phone

Follow the Verification Guidelines SW in the Toolbox

Transfer to TPS

Hang Up

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What resource would you use if a customer wants to ship FedEx ground?

Carrier Code index found in the Standwork Toolbox(Use F for Fedex code 22327)

Call Fedex

Tell them we don't use Fedex but we can mail it to them

I don't know

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

You can Quote a CPA

True

False

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

If a customer wants to use their collect account, where would you go to find if it's hardcoded or needs to be entered?

On the Accounts page on SOE under the "Carrier" section

In Salesforce

The Shopping Cart

Call Help Phone

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

The customer says they are Tax Exempt. It is okay to NOT get a Tax Certificate if one is not on file.

True

False

6.

MULTIPLE CHOICE QUESTION

30 sec • 2 pts

If the customer wants to change where their order is being delivered to a different location, how do we complete this request?

Prompt 3/5 Transfer

Not an option

  Type the address over the current address or select from the ship to box under the ship to section

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

How do you do a Readback?

Not at all

Start at the top > left > right > to the bottom of the page

Right to Left

Just the PO

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