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--- general:making_offers [2026/02/04 04:32]
216.73.216.182 old revision restored (2025/11/05 10:49)
+++ general:making_offers [2026/02/04 09:18] (current)
216.73.216.182 old revision restored (2026/02/04 04:37)
@@ Line 1: / Line 1: @@
 ====== Making Offers ======
-If a customer wants to return a product, you can 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**
+First offer = **$49.95** per product
-Second offer = **$19.95**
+Second offer = **$19.95 ($24.95 for CBD)** per product
 ===== Talk Tracks: =====
@@ Line 17: / Line 17: @@
 //I spoke with my supervisor and am authorized to give you an 80% off discount. This is below our cost and is a one time only offer. Would you like to keep the product for only $19.95?//
 ====== When an offer is accepted ======
@@ Line 24: / Line 25: @@
 ===== The customer has already paid =====
-You can refund the remainder.
+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.
 .  From the **Transactions** tab, click **Actions > Refund**.
@@ Line 34: / Line 35: @@
 {{: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.
+__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]].
+====== Customer has accepted offer but needs to run the charge on a different card ======
+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.
+.  Open the customer record in the CRM and click **Create New Order.**
-===== The customer is in trial and not yet paid =====
+{{:howto:createneworder.png|}}
-.  From the **Continuity** tab, click on the **Purchase** name.
+.  You will be prompted to select a **Campaign**.
-.  Set the **Price** to the offer you agreed on. Click **Update Purchase**.
+{{:howto:campaign.png|}}
-.  Click **Force Bill NOW**. When prompted, click **Yes, I'm sure**.
+  * //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
-.  [[howto:cancel|Cancel the subscription]] to prevent further shipments.
+.  Click **Start Call**.
+.  Confirm the **Billing** and **Shipping** information. Under **Payment Information**, you must enter the card details here.
+.  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|}}
+.  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.

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