What is the FIRST thing you do before taking an order?

Check to see if customer has a profile

Nothing in particular, just get it done

What does 'Notify Creator' mean?

An email will be sent to whoever created the order when back ordered items come in stock.

Sales Maker will tell God when items are in stock

Customer will be notified if items are back ordered

An email will be sent to whoever created the order when back ordered items come in stock.

An email will be sent to whoever created the order when the customer receives the order

What does 'No BO Freight' mean?

Customer will not be charged on any shipping cost on any back ordered items

Packages will not have any Body Odor

Customer will not be charged on any shipping cost on any back ordered items

All back ordered items will be shipped free if under $99

All items will be held until back ordered items come in stock

What happens when you click 'Hold Order'?

Order will be held no matter what, until the Hold Order option is unselected

Order will be held until back ordered items come in stock

Order will be held until PayPal payments come through

Order will be not be held, its all a lie!!

When is CA Standard Rate tax applied?

Any time a package is shipped within CA

When a customers billing information is in CA and is shipping outside CA

Any time a package is shipped within CA

Never, online ordering is awesome!

Can we accept more than one IW gift card on phone orders?

Yes, however it really screws up the system, do so only if customer is fully incapable of placing it online

Never on any occasion, must be done online

Yes, however it really screws up the system, do so only if customer is fully incapable of placing it online

What is the difference between an Order and an Invoice

Order means product is pending and can be changed and Invoice means product has been processed and was either picked up in retail or shipped.

Nothing, order is blue and invoice is green

Order means product has been processed and Invoice means product is pending

Order means product is pending and can be changed and Invoice means product has been processed and was either picked up in retail or shipped.

Why is UPS Ground $7.50 when the order is over $50?

There is an oversized/ship alone item on the order

Free shipping is only applicable to California orders

You did something wrong, it should be FREE

SalesMaker does what it wants, deal with it!!

There is an oversized/ship alone item on the order

Why are there no shipping options available on this order?

You did something wrong, ask a manager

You forgot to enter the customers address

SM is dumb and you discounted product prior to selecting shipping

Iw CSR Order Taking Quiz

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| Written by InlineWarehouse

InlineWarehouse

Community Contributor

Quizzes Created: 2 | Total Attempts: 156

Questions: 12 | Attempts: 100 | Updated: Mar 20, 2023

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Questions to test IW order taking skills.

Questions and Answers

1.

What is the FIRST thing you do before taking an order?
- A.
  
  Get customers phone number
- B.
  
  Check to see if customer has a profile
- C.
  
  Nothing in particular, just get it done
Correct Answer
B. Check to see if customer has a profile

Explanation
Before taking an order, it is important to check if the customer has a profile. This is necessary because having a customer profile allows the business to have information about the customer's preferences, previous orders, and any special requirements or notes. By checking the customer's profile, the business can provide personalized service, make recommendations based on their previous orders, and ensure a smooth and efficient ordering process.

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2.

What does 'Notify Creator' mean?
- A.
  
  Sales Maker will tell God when items are in stock
- B.
  
  Customer will be notified if items are back ordered
- C.
  
  An email will be sent to whoever created the order when back ordered items come in stock.
- D.
  
  An email will be sent to whoever created the order when the customer receives the order
Correct Answer
C. An email will be sent to whoever created the order when back ordered items come in stock.

Explanation
The correct answer is "An email will be sent to whoever created the order when back ordered items come in stock." This means that when items that were previously out of stock become available again, the person who placed the order will receive an email notification informing them of the stock availability.

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3.

What does 'No BO Freight' mean?
- A.
  
  Packages will not have any Body Odor
- B.
  
  Customer will not be charged on any shipping cost on any back ordered items
- C.
  
  All back ordered items will be shipped free if under $99
- D.
  
  All items will be held until back ordered items come in stock
Correct Answer
B. Customer will not be charged on any shipping cost on any back ordered items

Explanation
NOTE! At this time the No BO Freight feature does not work in sales maker so it's best to split back ordered items on own order if charging shipping

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4.

What happens when you click 'Hold Order'?
- A.
  
  Order will be held no matter what, until the Hold Order option is unselected
- B.
  
  Order will be held until back ordered items come in stock
- C.
  
  Order will be held until PayPal payments come through
- D.
  
  Order will be not be held, its all a lie!!
Correct Answer
A. Order will be held no matter what, until the Hold Order option is unselected

Explanation
Clicking 'Hold Order' will cause the order to be held indefinitely until the Hold Order option is manually deselected. This means that regardless of any other factors such as back ordered items or PayPal payments, the order will remain on hold until specifically released.

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5.

If a customer wants to pay using COD, the only payment accepted by the UPS drive is either money order or certified bank check.
- A.
  
  True
- B.
  
  False
Correct Answer
A. True

Explanation
The statement is true because if a customer wants to pay using COD (Cash on Delivery), the UPS driver will only accept payment in the form of a money order or a certified bank check. This means that the customer cannot pay with cash, credit card, or any other form of payment.

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6.

Using COD comes with an extra handling cost (from UPS) how much is it? (give answer in terms of $0.00)

Correct Answer
$7.50

Explanation
The extra handling cost for using COD (Cash on Delivery) is $7.50.

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4
7.

When is CA Standard Rate tax applied?
- A.
  
  When a customers billing information is in CA and is shipping outside CA
- B.
  
  Every time
- C.
  
  Any time a package is shipped within CA
- D.
  
  Never, online ordering is awesome!
Correct Answer
C. Any time a package is shipped within CA

Explanation
The CA Standard Rate tax is applied any time a package is shipped within CA. This means that regardless of the customer's billing information or whether the package is being shipped outside of CA, the tax will still be applied as long as the shipment is within CA.

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8.

Can we accept more than one IW gift card on phone orders?
- A.
  
  Never on any occasion, must be done online
- B.
  
  Yes
- C.
  
  Yes, however it really screws up the system, do so only if customer is fully incapable of placing it online
Correct Answer
C. Yes, however it really screws up the system, do so only if customer is fully incapable of placing it online

Explanation
Note: If done over phone have either a manager or Stew check order before processing.

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9.

What is the difference between an Order and an Invoice
- A.
  
  Nothing, order is blue and invoice is green
- B.
  
  Order means product has been processed and Invoice means product is pending
- C.
  
  Order means product is pending and can be changed and Invoice means product has been processed and was either picked up in retail or shipped.
Correct Answer
C. Order means product is pending and can be changed and Invoice means product has been processed and was either picked up in retail or shipped.

Explanation
An order refers to a request placed by a customer for a product or service that is pending and can still be modified. On the other hand, an invoice indicates that the product has already been processed and was either picked up in a retail store or shipped to the customer. The invoice signifies that the transaction has been completed and payment is due.

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10.

How do you find tracking for an order?
- A.
  
  Call UPS and ask
- B.
  
  Hit ( ⌘ T)
- C.
  
  Hit (⌘ R)
- D.
  
  Ask Joe
Correct Answer
B. Hit ( ⌘ T)

Explanation
The correct answer is "Hit (⌘ T)". This is because hitting the command key and the letter T on a Mac keyboard is a shortcut to open a new tab in most web browsers. This suggests that tracking for an order can be found by opening a new tab and navigating to the appropriate website or tracking page.

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11.

Why is UPS Ground $7.50 when the order is over $50?
- A.
  
  Free shipping is only applicable to California orders
- B.
  
  You did something wrong, it should be FREE
- C.
  
  SalesMaker does what it wants, deal with it!!
- D.
  
  There is an oversized/ship alone item on the order
Correct Answer
D. There is an oversized/ship alone item on the order

Explanation
The reason UPS Ground is $7.50 when the order is over $50 is because there is an oversized/ship alone item on the order. These items require special handling and may incur additional shipping charges, even if the overall order qualifies for free shipping.

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12.

Why are there no shipping options available on this order?
- A.
  
  You did something wrong, ask a manager
- B.
  
  You forgot to enter the customers address
- C.
  
  SM is dumb and you discounted product prior to selecting shipping
- D.
  
  We can't ship to that address
- E.
  
  All of the above
- F.
  
  Both A and B
- G.
  
  Both B and C
- H.
  
  None are correct
Correct Answer
G. Both B and C

Explanation
The correct answer is Both B and C. This means that there are no shipping options available on this order because the customer's address was not entered, and also because the product was discounted prior to selecting shipping.

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