Subject: Order problems
From: "Mike" <[email-masked]>
To: "Ryan Dooley" <[email-masked]>
Date: Fri, 13 Jul 2007 18:54:46 -0400

Ryan,
As requested, this is the follow-up to our phone conversation earlier today.  The following are all current happenings:
1) Duplicate orders and wrong state posters selected.  This happened with EQUITY CO INC (ph# 781-396-9700), and EDWARD A NOLAND DDS (ph# 850-477-8524) which were both entered by Donnita K.  This is usually caused when the user hits the PROCESS BUTTON a second time.  A prompt will display saying that an order has already been placed.
**Another wrong state selection was on GEORGIA CAPITAL DEFENDER (ph#404-739-5167) done by Ashleigh B.

2) Overcharging for additional sets.  This was done with FRED BABCOCK VFW #5555 (ph# 612-869-5555) and entered by Jennene A.   First set should be put in as full price @ $59.50 (English), the second set should be at the additional set price of $52.50 (English or Spanish).

3) Wrong city entered.  This was done with FLOWER FIRE (ph #831-425-1758) entered by Morgan P.  The correct city spelling should have been entered as Santa Cruz and was put in as St. Cruis.  Maybe verify if not sure of spelling especially with the cities in California.

4) Completely different address then original order.  This happened on EDIBLE EVOLUTION (ph#541-846-6674) entered by Chante' H.  Did they move their business to a different city all together and the original order no longer is relevant?  Or did they just want their order shipped to a different address then their mailing.  If the customer has moved, then this order was entered correctly.  They can still have their mail go to one address and ship the order to another address.  If this is the case, make the change on Step 6 in the shipping section.  This is the case if they want the order shipped to a different Contact person as well.  The following format needs be kept if making shipping changes:
CONTACT PERSON...................JOHN SMITH
COMPANY NAME......................ABC, INC.
STREET ADDRESS....................123 MAIN ST.
CITY, ST, ZIP..............................LANSING, MI 48917-0000
(plus four not required but can be included)
There can not be more than the 4 lines or it will cause problems with both the labels and invoices.

5) Wrong Shipping Method selected.  This is probably the most frequent issue right now.  The shipping is set-up to automatically select the shipping method.  There is no need to select this function unless the customer is requesting expedited shipping which is an increased price.  Also, we do require pre-payment on any expedited shipping.  Only credit card or check-by-phone for this option (which is soon to be built-in to the system).  A prompt does display asking if they want expedited shipping.  If they do not want to pay for that service, close the prompt and "Proceed" to the next page.  The following had the wrong shipping method:
(3) entered by Joe Puzzo:
FARMINGTON FIRE EQUIP & SAFE, 505-327-1933
INDUSTRIAL SERVICES INC, 206-232-8102
DR MARCY LEPIQUE, 928-226-9292 
(1) entered by Justin J.:
INDUSTRIAL SCREEN & MAINT, 307-234-3547
(7) entered by Kenji A.:
HOMELAND KITCHEN CABINETS INC, 630-350-7705
GALESBURG BURLINGTON CREDIT UN, 309-342-1775
MILLSBORO AUTO MART, 302-934-8282
INDUSTRIAL CONTROLS & SER, 860-243-0635
FISHERS GARAGE INC, 413-665-2060
DES HOTELS DRUGS, 337-468-5402
XIONG AGENCY, 586-566-2567

Hopefully this information will help with some of your training.  Let me know if you have any questions and/or answers to the above.
Thank you,

Michael Bishop
Labor Law Poster Service
Phone 877-321-4144
Fax 888-442-4144
[email-masked]