Question

After adding notes to a sales order, you click the customer information tab on the order details screen. Your guest wants to have their order delivered next week and says they have never shopped at your store benefits. Do you click search for them in MAX or immediate add their info

A. Click "Search for them in MAX" option if you want to check if the customer already exists in your store's database (MAX) to avoid duplicate entries.
B. Click "Immediate add their info" option if you want to create a new customer profile without searching for existing records in MAX.
C. Click "Ask for more information" option if you need more details or clarification from the guest before proceeding.
D. Click "Contact a supervisor" option if the situation requires a supervisor's guidance or approval.

Answer 1

First, use "Search for them in MAX" to avoid duplicates if the customer's existing record is uncertain. If sure the customer is new, select "Immediate add their info". Other options are available for further information or supervisor assistance.

Step-by-step explanation:

When a customer wants their order delivered and states they have never shopped at your store before, it is important to handle their information correctly. If there is an uncertainty whether the customer already exists in the store's database called MAX, you should first use the "Search for them in MAX" option to avoid creating a duplicate profile. However, if you are sure that the customer is new, select the "Immediate add their info" option to create a new customer record. In instances where more details are needed, "Ask for more information" should be used, and the "Contact a supervisor" option is available for situations that require additional assistance or approval.