Category Archives: Sales

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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Placing A New Order

Posted on August 13, 2018 by Tony Brumley

PLACING A NEW ORDER Using Sales Pad, search for the customer. If you can not find the customer, you will need to CREATE A NEW ACCOUNT. Open the customer’s account and along the top select “ORDER ORDER” Fill in the … Continue reading →

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Creating A New Account In SalesPad

Posted on August 13, 2018 by Tony Brumley

CREATING A NEW ACCOUNT IN SALES PAD Search for the customer using any of the search criteria available. If you can not find the customer, you will have to create a new account. Click the “New” button A customer’s ID … Continue reading →

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