30 Day Knowledge Quiz

When a customer calls in and wants to place an order, the page that is pulled up is the Sales Order. This is because a Sales Order is a document that is used to record the details of a customer's order, including the items they want to purchase, the quantities, and any special instructions. By pulling up the Sales Order page, the customer's order can be accurately recorded and processed.

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.

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.

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.

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.

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.

The customer gave an order number that starts with '1', indicating that the order was placed online.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.