Page 32 - Sales Mobility eBook Training Deck

Notes – Misc Credit

When requesting the NCC to give a credit to a Customer when the next
order is placed, you MUST use Misc CR Note Type in SaM
What is the benefit to you?
The Customer will receive their credit faster (if the credit is above $250
you must raise this through Event Management).
When an order is placed through NCC, SaM. myCCA EDI, etc and there
is an outstanding Misc CR Note, the order will go into Order Monitor
screen for NSC to action.
The NSC will then add the credit to the order and submit it for
delivery. At the same time they will complete the Misc CR Note.
How do I know when the Misc CR Note has been actioned by NSC?
In SaM tap on a Customer->Timeline->Note and the Misc CR Note will
show completed in the text section. See screen shot below:-

Note: Field Tele & Misc CR Note Types – if you have created one of
these notes you can only edit it on the same day that it was created.
DO NOT edit an existing note as the NSC will not be able to see the
edited version. You need to create a new one.