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Day 3Welcome Participants!

September 2008

Shop Direct Group – Day 3

• Definitions• Basic Order 2 (Part 1)

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Definitions

• Let Us Review Some Terms:

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Basic Orders 2 – Part 1

• We Will Review the Following Sections:– Product Selection– Delivering to an Alternative Address– Cross Sales– Financial Services Cross Sells– Order Summary Tab– Add On Sales

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Basic Orders 2 – Product Selection

• Let Us Review the Following:– Tabs– Buttons on the Product Selection Screen– Repeating an Order and Other Options– Offering Alternatives– Extra Details– Price Match– Capturing the Contact Telephone Number– Terms and Signatures– Transferring to SOG– Incentive Codes

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Basic Orders 2 – Tabs

• After Selecting Orders from the Activates Area, We Are Taken to This Screen.

• Let Us Discuss the Different Areas

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Basic Orders 2 – Buttons on the Product Selection Screen

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Basic Orders 2 – Product Selection

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• Let us Discuss This Screen

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Basic Orders 2 – Production Selection Screen

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• Now Let Us look at the Items We Just Discussed

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Basic Orders 2 – Delivering to an Alternative Address

• How to Deliver to an Alternate|Address

• Using the Address SelectionTable

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Basic Orders 2 – Cross Sales

• How Do We Handle Cross Sells, and What is Required?

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Basic Orders 2 – Financial Services Cross Sells

• Let Us Discuss the Three Types– High Value Financial Services Cross Sells– Low Value Financial Services Cross Sells– Financial Services Cross Sells with Buy Now Pay Later

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Basic Orders 2 – Order Summary

• Let Us Review How To:– Navigate to the Order Summary Screen– Offer Delivery Options– Use Available Buttons– Delete an Item or Delivery Charge– Use the Updates Field– View the Discount Totals

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Basic Orders 2 – Order Summary - Navigation

• Let Us Talk About the Column Headings

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Basic Orders 2 – Order Summary – Delivery Options

• How Do We Change The Delivery Choice

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Basic Orders 2 – Order Summary – Available Buttons

• Edit Details• Financial Services (Ghost Order)• Product Info• Delete

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Basic Orders 2 – Order Summary – Delete and Item/Delivery Charge

• How Do You Delete an Item From an Order• What Steps Are Different in Deleting a Delivery Charge• How Can You Restore a Delete Order Item

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Basic Orders 2 – Order Summary – Update Fields

• You Can Update– Quantity– Price and Terms– Buy Now Pay Later (BNPL)– Who The Item is For

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Basic Orders 2 – Order Summary – Discount Totals

• What is the Process for Entering a Discount Code• What Must You Confirm to the Customer

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Basic Orders 2 – Add On Sales

• Why do we Offer Add On Sales• How do Add On Sales Benefit Our Customers• When Should They be Offered• When Will the Add On Sales Box Pop• If You Order Stationary or Deal with Cash Back, How do you

get the Add On Sales Back• What is Unique About Add On Sales Place on a Non Order Call• How Many Items Must You Offer

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Basic Orders 2 – Add On Sales – Pop Box

• When the Pop Box Appears Below, when would you use each button

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Basic Orders 2 – Add On Sales - Navigation

• How do We Navigate this Screen

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Questions & Answers

• What Questions do you have?

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Next Steps . . .

• Complete the Following Modules on Arise University– SDG – Module 05 – Basic Order 2

• Sections– Payment Tab– Cashback Tab– Stationery Tab

– SDG – Module 06 – Card Payments– SDG – Module 07 – Variable Direct Debits– SDG – Module 08 – Scenario Practice

• See you in the next Web Cast Session

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