30 Day Knowledge Quiz
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What page do you pull up when a customer calls in and would like to place an order?
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Cash Sale
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Sales Order
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Invoice
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Credit Memo
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The '30 Day Knowledge Quiz' assesses skills in handling customer orders and queries using Netsuite. It covers procedures like order placement, customer search, and shipping preferences, crucial for efficient customer service and sales operations.
Quiz Preview
- 2.
What is the best way to find a customer in Netsuite?
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Searching for their last name in the Global Search
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Customer last name and city
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Typing their name into the Global Search
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Customer Last Name and Zip Code
Correct Answer
A. Customer Last Name and Zip CodeExplanation
The best way to find a customer in Netsuite is by using their last name and zip code. This combination of information will narrow down the search results and provide a more accurate and efficient way to locate the desired customer. Using just the last name or just the zip code may result in a larger number of search results and make it more difficult to find the specific customer. By using both the last name and zip code, the search can be more targeted and increase the chances of finding the customer quickly.Rate this question:
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- 3.
If a Customer would like their items all shipped together on a Sales order, what box do you check?
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Special Instructions
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Hold
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Ship Complete
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Residential Address
Correct Answer
A. Ship CompleteExplanation
To ensure that all items are shipped together on a sales order, the correct box to check is "Ship Complete." This option indicates that the customer wants their entire order to be shipped in one shipment, rather than multiple partial shipments. By selecting this box, the shipping process will be coordinated to ensure that all items are gathered and shipped together, providing a more convenient and efficient experience for the customer.Rate this question:
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- 4.
A really quick way to pull up a customer who is on the phone is by using their what?
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Name in the Global Search
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Phone number in the Global Search
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Zip Code in the Global Search
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Address in the Global Search
Correct Answer
A. Phone number in the Global SearchExplanation
Using the customer's phone number in the Global Search is a quick way to pull up a customer who is on the phone. This means that by entering the customer's phone number in the search bar, the system will retrieve their information and display it on the screen. This allows the user to easily access the customer's details and provide assistance or address their needs while they are on the phone.Rate this question:
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- 5.
When a customer gives you an order number that starts with '1', where did that order originally come from?
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They were at a Pop Up Event
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They phoned in their order.
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They were in our retail space.
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They placed it online.
Correct Answer
A. They placed it online.Explanation
The customer gave an order number that starts with '1', indicating that the order was placed online.Rate this question:
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- 6.
Where do notes go to communicate to everyone else and show on the packing slip?
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Special Instructions
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Hold or Back Order Notes
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Magento Order Comments
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Item Description
Correct Answer
A. Special InstructionsExplanation
Special Instructions is the correct answer because it is the section where additional information or specific requests can be added to the order. This information is important for everyone involved in the order process, including the team responsible for packing and shipping the items. Including special instructions in this section ensures that the notes are communicated to everyone else and also appear on the packing slip for reference.Rate this question:
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- 7.
If the order source says Magento, where did the order come from?
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A Pop Up Event
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It was mailed in.
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The customer came in to our retail space.
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It was placed on the website.
Correct Answer
A. It was placed on the website.Explanation
The correct answer is "It was placed on the website." This is because the order source indicates that the order came from Magento, which is an e-commerce platform commonly used for online shopping websites. Therefore, it can be inferred that the order was placed on the website.Rate this question:
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- 8.
When verifying a customer's shipment address what other required information needs to be entered into the shipping information?
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A Date
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A Phone Number
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An Email Address
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Delivery Instructions
Correct Answer
A. A Phone NumberExplanation
When verifying a customer's shipment address, it is important to enter a phone number into the shipping information. This is necessary because the shipping carrier may need to contact the customer regarding the delivery, such as to schedule a delivery time or address any issues that may arise. Additionally, having a phone number on file can help ensure successful delivery by allowing the carrier to reach out to the customer if there are any difficulties locating the address.Rate this question:
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- 9.
If someone wants a catalog who is not in our system already, what type of profile to you create for them?
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New Vendor
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New Customer
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New Contact
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New Prospect
Correct Answer
A. New ProspectExplanation
When someone wants a catalog but is not already in our system, we create a "New Prospect" profile for them. This indicates that they are a potential customer who has shown interest in our products or services. By creating a "New Prospect" profile, we can track their interactions, preferences, and potential sales opportunities. This allows us to effectively engage with them and convert them into a customer in the future.Rate this question:
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- 10.
Under what tab do you look for cases in a customers profile?
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Address
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Sales
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Support
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Financial
Correct Answer
A. SupportExplanation
In a customer's profile, you would look for cases under the "Support" tab. This tab is specifically designed to handle and manage customer inquiries, complaints, and issues. It provides a centralized location to track and resolve any problems or concerns raised by customers, ensuring efficient customer support and satisfaction.Rate this question:
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- 11.
Where would you find the button to send an email copy of the order to a customer?
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More Actions at the top of the order
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Green Paper at the top of the order
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The Tan Printer at the top of the order
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Under the system information tab
Correct Answer
A. Green Paper at the top of the orderExplanation
The button to send an email copy of the order to a customer can be found on the Green Paper at the top of the order.Rate this question:
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- 12.
What do customer emails come into NetSuite as?
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Emails
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Orders
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Contacts
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Cases
Correct Answer
A. CasesExplanation
Customer emails come into NetSuite as cases. This means that when customers send emails to the company's designated email address, those emails are automatically created as cases within the NetSuite system. Cases are used to track and manage customer inquiries, issues, or requests for support. By categorizing customer emails as cases, businesses can efficiently manage and respond to customer communications, ensuring timely resolution of customer concerns and providing excellent customer service.Rate this question:
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- 13.
What Products do you need to make work orders for?
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Anything on back order that has a work order button
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Custom Small Products
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Suits on back order
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Suits on back order and custom small products.
Correct Answer
A. Suits on back order and custom small products.Explanation
The correct answer is "Suits on back order and custom small products." This means that work orders need to be made for both suits that are on back order and custom small products.Rate this question:
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- 14.
After an order imports from our website the next step is to check them over and ________ them ?
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Fulfill
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Approve
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Bill
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Cancel
Correct Answer
A. ApproveExplanation
After an order imports from our website, the next step is to check them over and approve them. This implies that the orders need to be reviewed and verified before they can be processed further. Approving the orders ensures that they meet the necessary criteria and can proceed to the next stage of fulfillment.Rate this question:
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- 15.
When you're doing an order on the phone you should change the status of the order to ______.
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Pending Fulfillment
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Pending Approval
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Closed
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Partially Fulfilled
Correct Answer
A. Pending FulfillmentExplanation
When you're doing an order on the phone, you should change the status of the order to "Pending Fulfillment". This status indicates that the order has been received and is awaiting processing and shipment. It helps to keep track of orders that have been placed but not yet completed.Rate this question:
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- 16.
If an order is Pending Approval the items on that order are not ______.
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Available
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In stock
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Committed
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Active
Correct Answer
A. CommittedExplanation
When an order is in the "Pending Approval" status, it means that the order has not been finalized or confirmed yet. Therefore, the items on that order are not committed to be delivered or reserved for the customer. They are still available and can be allocated or allocated to another order if needed.Rate this question:
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- 17.
If a customer calls in and would like to send their item back that they purchased online but would like a different size, what do you put in the Order Source for the new order?
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Phoned In
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Mailed In
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Exchange
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Magento
Correct Answer
A. ExchangeExplanation
When a customer calls in to request a different size for an item they purchased online, the appropriate Order Source to be entered for the new order is "Exchange." This indicates that the customer is returning the original item in exchange for a different size. The other options, such as "Phoned In," "Mailed In," and "Magento," do not accurately reflect the nature of the customer's request and are therefore not the correct answer.Rate this question:
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- 18.
Doing a Cash Sale for a customers order is acceptable when_____
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The items need to be shipped out.
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They took the items with them physically.
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None of the items are in stock.
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They want to pay for it right away.
Correct Answer
A. They took the items with them physically.Explanation
Doing a cash sale for a customer's order is acceptable when they took the items with them physically. This means that the customer is present at the time of purchase and is able to physically take the items with them. In this case, the transaction can be completed immediately, and there is no need for shipping or waiting for the items to be in stock. The customer can pay for the items right away since they have physical possession of them.Rate this question:
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- 19.
What button is not checked when you're adding a new credit card to an order?
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Default Credit Card
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Get Authorization
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Credit Card Type
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Credit Card Approved
Correct Answer
A. Default Credit CardExplanation
When adding a new credit card to an order, the "Default Credit Card" button is not checked. This implies that the user has the option to select a different credit card as the default for future transactions, rather than automatically setting the newly added card as the default.Rate this question:
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- 20.
If you add an item to an order that imported from Magento, what else do you need to do?
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Fulfill the other item.
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Have someone change the credit card authorization
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Have the order canceled and make a new one.
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Do nothing but save the new item on the order.
Correct Answer
A. Have someone change the credit card authorizationExplanation
When adding an item to an order that is imported from Magento, it is necessary to have someone change the credit card authorization. This implies that the original credit card authorization may not cover the additional item, and therefore needs to be updated to reflect the new total amount.Rate this question:
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Quiz Review Timeline (Updated): Mar 20, 2023 +
Our quizzes are rigorously reviewed, monitored and continuously updated by our expert board to maintain accuracy, relevance, and timeliness.
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Current Version
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Mar 20, 2023Quiz Edited by
ProProfs Editorial Team -
Jul 05, 2014Quiz Created by
Ibarton
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