Customer Service Rep Manual

As a CSR you may be required to perform a variety of tasks.  Below is a list of tasks with a brief description and a link to a detailed article about performing the task.

CRM Account Management

• Create an Account 
• Set Default Payment Terms for an Account

• Edit the Master Account in CRM

• Update an Inbound Orders Warehouse

• Change the Owner of an Account

• Tag an Account

• Make an Account Inactive

• Create a Contact
• Add a New Freight Carrier
• Create a New Address
• Freeze an Account
• Client Portal 

Price Sheets

• Create a pricing template
• Clone a pricing template
• Archive a price template
• Print or Download a Price template
• Apply a Pricing Template to a Settlement

Contracts

• /wiki/spaces/RAZ/pages/43384871

Schedule an Inbound Order

• Create a recycling quote
• Convert a recycling quote to an order
• Schedule an Inbound Order
• Edit an Inbound Order after it is scheduled

Schedule an Outbound Order

• Create an Outbound Order
• Restrict Commodities to be loaded
• Add Images to an Outbound Order
• Add Files to an Outbound Order
• Settle an outbound order
• Print a BOL for an Outbound Order
• Generate an Outbound Loading Report

Settlement

• Settle an Order Using the Initial View
• Settle an Order Using Processed View
• Settle an Order Using the Processed and Audti View
• Apply a Pricing Template to a Settlement
• Undo a Settlement

Reporting

• Generate an Audit Report for a Settled Order
• Generate a Picture Report
• Generate a Picture Report for an Outbound Order
• /wiki/spaces/RAZ/pages/43384847
• Generate an inbound commodity report
• Generate a Mass Balance Report
• Download and Print a Certificate of Recycling