Dial Customer Solutions Internal CS Wiki

User Tools

Site Tools

Trace: • payment • cancel_shipment_fulfillment • mid_shutdown • chargebacks • pdnr • product_overview • accept_offer • hard_decline
general:making_offers

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
general:making_offers [2025/09/16 16:50]
216.73.216.115 old revision restored (2025/07/04 16:45) 		general:making_offers [2025/09/16 16:58] (current)
216.73.216.115 old revision restored (2025/07/04 17:01)
Line 3: Line 3:
 If a customer wants to return a product, you should make them an offer to keep it. This can save them the hassle and expense of shipping. If a customer wants to return a product, you should make them an offer to keep it. This can save them the hassle and expense of shipping.
  
-First offer = **$49.95** per product+First offer = **$49.95**
  
-Second offer = **$19.95 ($24.95 for CBD)** per product+Second offer = **$19.95**
  
 ===== Talk Tracks: ===== ===== Talk Tracks: =====
Line 25: Line 25:
 ===== The customer has already paid ===== ===== The customer has already paid =====
  
-The trial has ended and the customer is accepting the offer to keep the product instead of sending it back. You can refund the remainder of what they paid minus the offer amount. +You can refund the remainder. 
  
 1.  From the **Transactions** tab, click **Actions > Refund**. 1.  From the **Transactions** tab, click **Actions > Refund**.
Line 35: Line 35:
 {{:general:refund2.png|}} {{:general:refund2.png|}}
  
-__IMPORTANT__: If dealing with multiple refunds, avoid refunding partial transactions. Always max out a transaction before moving on to the next one. [[howto:multirefund|See instructions here]].+__IMPORTANT__: If dealing with multiple refunds, avoid refunding partial transactions. Always max out a transaction before moving on to the next one.
  
-====== Customer has accepted offer but needs to run the charge on a different card ======+===== The customer is in trial and not yet paid =====
  
-Sometimes a customer will accept an offer but the charge will not go through, or they will request to use a different card. In this case, you can create a "dummy" order that will not ship any product in order to attempt to push the charge through.+1.  From the **Continuity** tab, click on the **Purchase** name. 
  
-1.  Open the customer record in the CRM and click **Create New Order.**+2.  Set the **Price** to the offer you agreed on. Click **Update Purchase**.
  
-{{:howto:createneworder.png|}}+3.  Click **Force Bill NOW**. When prompted, click **Yes, I'm sure**.
  
-2.  You will be prompted to select a **Campaign**.+4.  [[howto:cancel|Cancel the subscription]] to prevent further shipments.
  
-{{:howto:campaign.png|}} 
  
-  * //Keto Pure Select O/B Sales// — Use for Keto order 
-  * //Simply Restore SS - O/B// — Use for Simply Restore order 
-   * //Vialift Male Enhancement SS - O/B Sales// — Use for Vialift order 
  
-3.  Click **Start Call**. 
  
-4.  Confirm the **Billing** and **Shipping** information. Under **Payment Information**, you must enter the card details here. 
- 
-5.  Under **Select Products**, choose the //"NO SHIP"// option and adjust the **Quantity**, **Price**, and **Shipping** values as necessary. Confirm the **Grand Total**. 
- 
-{{:tips:noship.png|}} 
- 
-6.  Scroll to the bottom and click **Process**. You must receive a //Success// for the order to be processed. If it fails, reconfirm the payment details and try again. Or, use another card. 
general/making_offers.1758041429.txt.gz · Last modified: 2025/09/16 16:50 by 216.73.216.115

Page Tools

Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki