Difference between revisions of "Customer Service:Programs Needed to Start Your Day"
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1.Click ''''9. Item Extens'''' (to look up items) |
1.Click ''''9. Item Extens'''' (to look up items) |
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2.Click ''''7. New Item Search'''' |
2.Click ''''7. New Item Search'''' |
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| + | [[File:Mocha1.png|500px]] |
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| + | ===5.Mocha-Warehouse Pick List Status=== |
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| + | 1.Click ''''50. Warehouse Menu'''' |
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| + | 2.Click ''''1. Picking and shipping menu'''' |
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| + | 3.Click ''''2.Pick List Status'''' |
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| + | 4.Your screen should include the following: |
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| + | *File is set to ''''Order Number'''' and if you only have a pick list, change ''''Order No'''' to ''''Pick List'''' |
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| + | *Test is set to ''''EQ'''' |
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| + | *Date range should work best at '''1 month prior''' to 3 or 4 months going forward and then when you are close to the '''end date''', you can set the '''to and from dates''' by using shift ''''F12'''' (also know as F24) |
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| + | [[File:Mocha2.png|500px]] |
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[[File:Mocha1.png|500px]] |
[[File:Mocha1.png|500px]] |
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Revision as of 13:03, 13 September 2016
Overview
During the day there are a number of programs to help assist you on your day to day tasks. It is best to have them open in the same sequence to allow you to quickly access them when required. They are:
- ASW-Incident Handling
- ASW-Work with Sales Orders
- ASW-Dashboard
- Mocha-9. Item Extens.\7. New Item Search
- Mocha-50.Warehouse\1.Picking and shipping menu\2. Pick List Status
- Mocha-UWD Extensions
- Loomis Track and Trace
- Infonet
- uniPHARM Web Orders
- Lotus Notes
- Security Cameras
ASW
ASW is used in various ways throughout the day. Opening a minimum of 2 screens is useful for applications pertaining to Customer Service tasks.
1.ASW-Incident Handling
1.Click 'Incident Handling' for 1st screen (this is where you would create your Hotlines)
2.Click 'Work with Incidents'
3.Every call we take in Customer Service is logged into Hotline Maintenance. For more information on creating Hotlines (Nancy to link)
2.ASW-Work with Sales Orders
1.Click 'Sales' (this is where you would enter any sales orders you enter) 2.Click on 'Work with sales orders' Customer Service utilizes this screen for entering:
- Sales orders (SO)
- Future orders (FO)
- Special orders (SP)
- Detailed orders (DO)
- Internal orders (IN)
- Credits that do not effect stock (CM)
- Manual Invoices that do not effect stock (CA)
- Adjustment invoices (AD)
3.ASW-Dashboard
- Often a 3rd screen comes in handy as a flex screen that you can toggle between sales and incident handling.
- It also is handy if one screen freezes and you can seamlessly continue.
Mocha Extensions
Mocha is also a versatile program that is an effective tool that Customer Service uses on a day to day basis. Open a minimum of 2 sessionsLogin using your user name and password.
4.Mocha-Item Search
1.Click '9. Item Extens' (to look up items)
2.Click '7. New Item Search'
5.Mocha-Warehouse Pick List Status
1.Click '50. Warehouse Menu' 2.Click '1. Picking and shipping menu' 3.Click '2.Pick List Status' 4.Your screen should include the following:
- File is set to 'Order Number' and if you only have a pick list, change 'Order No' to 'Pick List'
- Test is set to 'EQ'
- Date range should work best at 1 month prior to 3 or 4 months going forward and then when you are close to the end date, you can set the to and from dates by using shift 'F12' (also know as F24)
