Customer Service:Programs Needed to Start Your Day

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:

1. ASW-Incident Handling
2. ASW-Work with Sales Orders
3. ASW-Dashboard
4. Mocha-9. Item Extens.\7. New Item Search
5. Mocha-50.Warehouse\1.Picking and shipping menu\2. Pick List Status
6. Mocha-UWD Extensions
7. Loomis Track and Trace
8. Infonet
9. uniPHARM Web Orders
10. Lotus Notes
11. 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'