Category Archives: Customer Service

Process to Initiate Payment on a Purchase Order

Posted on August 15, 2018 by Tony Brumley

PROCESS TO INITIATE PAYMENT FOR A TECH ON A PURCHASE ORDER Open “File Maker Pro” on the desktop Click “File” and select “Open Remotely” from the drop-down menu Locate “Payment Request” in the pop-up menu Press Ctrl+N to clear the … Continue reading →

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Create A Purchase Order

Posted on August 15, 2018 by Tony Brumley

CREATE A PURCHASE ORDER In Sales Pad use the “Vendor Search” to see if the technician is in our system. Typically, we use technicians we have used in the past, so most will pull up when searched. If the technician … Continue reading →

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Creating A Service Request

Posted on August 15, 2018 by Tony Brumley

CREATING A SERVICE REQUEST In Sales Pad, search the customer ID in “customer Search” Click the “Cust#” for the office needing a Service Request Towards the top tabs, click the drop-down arrow next to “ORDER ORDER” Click “REQ FOR SERV … Continue reading →

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Checking on Proposal Progress

Posted on August 15, 2018 by Tony Brumley

CHECKING PROPOSALS If a doctor calls checking on equipment that was sold back to us, you will check the purchasing database Go to http://purchasing.buydentalequipment.com Login with your Dental Planet ID information Search the proposition number under “Doc_ID” The information on … Continue reading →

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Trade Credits / Release Holds

Posted on August 13, 2018 by Tony Brumley

TRADE CREDITS/ RELEASE HOLDS The “TRADE IN CREDITS” excel spreadsheet is used to keep track of trade credits on customer accounts Customers receive trade credits for selling us used equipment, or for returns that are credited to their account When … Continue reading →

Posted in Customer Service, Logistics (Ship/Rcv/Transport), Production, Sales | Leave a comment