04/15/2024 Pop Quiz

True or False: If a customer is requesting a quote, we need to verify if the account has an assigned Sales Rep (aka A/C, Assessment Consultant).

• True

• Fasle

Answer explanation

TRUE! If the account has an assigned Sales Rep, we CANNOT a create.

Which note should you add to your order notes and FD ticket notes for an order for online test licenses?

• BOL notes

• Delivery notes

• DM Fulfilled notes

• Warehouse notes

Answer explanation

The correct answer is "DM Fulfillment" notes! Be sure to add the assessment/quantity to the order note -

Example:

Note Title: DM Fulfilled

Order Note: Added: 120 - CogAT 7 Complete

We wouldn't need to add BOL/Warehouse notes to an order that had online test licenses only - these items don't physically ship.

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.

In some circumstances, we are able to process orders without a PO or credit card payment up front. If you come across an account that wants to place an order that hasn't paid with a PO / credit card in the past, you can send them an Order Acknowledgment form. This is essentially an order agreement form which they will sign and send back to us.

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

OR

Riverside Insights

One Pierce Place, Suite 900W

Itasca, Illinois 60143

It is also acceptable just have "Riverside" or "Riverside Insights" listed for Vendor info.

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!

Can I create a quote for an account that says: "Riverside Group Independent" under Sales Team in NetSuite?

• Yes, that means they have an assigned Sales Rep but I can proceed anyways.

• Yes, that means they are testing under ACSI and I can proceed with a quote.

• No, they have an assigned Sales Rep.

• Yes, that means that they are an unassigned account.

Answer explanation

Yes! If it says " Riverside Group Independent" under the Sales Team tab in NS, you can proceed with creating the quote. This means they are an unassigned account.

True or False: You can create a quote by selecting "Sales Order" under the icon that looks like a piece of paper with a folded edge in NS.

• True

• False

Answer explanation

FALSE! You will select "Quote" under the paper icon in NS.

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".

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 and put the order on on hold for "Pending Credit Card/Check". We would then send the CC link through NS or FD.

• Yes, but we would need the customer to send their credit card number to us through FD 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 put it on hold in NS under "Pending Credit Card/Check". Once the payment has been received in NS, the order can be released!

*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)!!