Sales, Subscriptions & Loyalty: certification questions & answers

Sales, Subscriptions & Loyalty

1. Q1 Formula: based on Sales Price, discount 10 %, round 1.00, extra −0.10 Confirmed

   Answer All prices end in .90

2. Q2 Formula: discount 20 %, no rounding/fee, all products Confirmed

   Answer Exactly 20 % discount on all products

3. Q3 Formula with discount −10 % Confirmed

   Answer +10 % markup on all products

   Why / where Negative discount = surcharge

4. Q4 Forecasted qty greater than on-hand Confirmed

   Answer Incoming quantities planned

5. Q5 Forecasted qty less than on-hand Confirmed

   Answer More outgoing than incoming

6. Q6 Goods with Buy route only Confirmed

   Answer When a reordering rule triggers → RFQ

7. Q7 Buy + MTO routes Confirmed

   Answer SO confirmation → RFQ

8. Q8 Manufacture route only Confirmed

   Answer Reordering rule → MO

9. Q9 MTO + Manufacture Confirmed

   Answer SO confirmation → MO

10. Q10 Product type Combo Confirmed

    Answer Customer chooses one product per combo line

11. Q11 Can any product go on an SO? Confirmed

    Answer Only products with Sales ("Can be sold") ticked

12. Q12 Invoicing policy Based on Milestones Confirmed

    Answer Delivered qty updated when milestones are reached in Project

13. Q13 Invoice policy Ordered quantities on goods Confirmed

    Answer Draft invoice can be created while the delivery is Waiting/Ready

14. Q14 Preliminary invoice before confirmation Confirmed

    Answer Enable Pro-Forma Invoice > Send PRO-FORMA Invoice button

15. Q15 Reopen a cancelled subscription Confirmed

    Answer Reopen button

16. Q16 Subscription with no end Confirmed

    Answer Leave the end date blank

17. Q17 Quarterly subscription Confirmed

    Answer Subscriptions > Configuration > Recurring Plans → 3-month plan

18. Q18 Gift cards generated for… Confirmed

    Answer Both (anonymous and selected customers)

19. Q19 Setting for promotions/coupons/loyalty/gift cards/eWallet Confirmed

    Answer Discounts, Loyalty & Gift Card

20. Q20 Group SO lines with subtotals Confirmed

    Answer Sections

21. Q21 Customer Lead Time Confirmed

    Answer Days promised to the customer between SO confirmation and delivery

22. Q22 Default UoM vs purchase UoM Confirmed

    Answer Must be in the same UoM category

23. Q23 Pricelists & unit price Confirmed

    Answer Price is computed from the pricelist when the product is added. Changing the pricelist later needs Update Prices (not automatic)

24. Q24 Stock graph with a regular saw-tooth (v16) Likely

    Answer Make to Stock (min/max reordering)