Customer Service

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Step in Process/Image

1

Follow Section 1 of the Credit Memo – Job Aid for the Header Page steps

2

Body of the order is to be left blank, no line items will be entered; Select End Credit. 

3

Freight Screen of the order will not be modified.     Select Forward .

4

Summary Page of the order

1.  Select Addtl Chgs tab
2.  

– ex $25.00

1. 
2. 3. Select Forward ; the amount will now populate in the Total Charges field
3. 
4. 4. Press Forward  again to close out the Addtl Chgs screen
5. 
6. 5. Add Notes 

- Special Instructions (Comments) – explain what happened. Comments visible to Cx and the warehouse

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2. 
3. 6. Internal details as needed in Ext Notes
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4. 7. Email confirmation to the customer
5. 8a. If Credit Card Terms, run card used on previous order for credit

- Reference previous order to find the correct card.

- To find the card, go into “Order Summary” screen in detail sales and click on “Deposits”

- Type card information in credit card fields or select card saved on file and run the card. (S2K will automatically exit the screen after the card is run on credit.)

- If not followed, the customer’s credit card will not be refunded

1. 8b.If Net 30 Terms, Accounting to refund to account.
2. 9. Print Code of order will change to "B"