Category Archives: Customer Service

Refund Sheet

Posted on August 13, 2018 by Tony Brumley

REFUND SHEET The “REFUNDS” excel spreadsheet is used to track refunds by month. “DATE” is the date the refund is being processed “CUST CODE” is the customer account number “ORD #” is the order number being refunded “CC, CK, PP, … Continue reading →

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Return Sheets / Vendor Credit

Posted on August 13, 2018 by Tony Brumley

RETURN SHEET/ VENDOR CREDITS The return sheet is used to track any returns that come in for credit or exchange Typically, Denise or Lorena will receive the returns and add them to the list. On occasion the returns will be … Continue reading →

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Proper Customer Service Etiquette

Posted on August 13, 2018 by Tony Brumley

PROPER CUSTOMER SERVICE ETIQUETTE In addition to the text below, we have two PDF documents on Telephone Etiquette available to be downloaded and printed. Phone Etiquette for Customer Service Providers Phone Etiquette Basics Customer service is one of the most … Continue reading →

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Entering A Warranty Order

Posted on August 8, 2018 by Tony Brumley

ENTERING A WARRANTY ORDER Enter Sales Pad and locate the customer either by name, address, phone number, etc. On the top tool bar under the customer name select “WARRANTY ORDER ORDER” The doctor/office information should auto-populate. Fill in proper sales … Continue reading →

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Creating A UPS Return Label

Posted on August 8, 2018 by Tony Brumley

CREATING A UPS RETURN LABEL Go to UPS.com and “Log in” Use your UPS log in information to log in. If you do not have a UPS log in, you will need to see Nick Whittington to get an account … Continue reading →

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