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howto:new_order
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| - | ====== How to create a new order ====== | ||
| - | Sometimes an existing customer may want to receive a new order of one or more of our products. The steps taken to complete the sale will depend on whether it was a trial purchase or a one time sale. | ||
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| - | For Trial products the charge must be made via the website. You can access the websites using the links below. You may request the information from the customer to complete the sale. | ||
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| - | **Reveiller Skin Creme** - https:// | ||
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| - | **Vialift Male Enhancement** - https:// | ||
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| - | **Naturally Inspired CBD** - https:// | ||
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| - | For One time Sale / Straight Sale | ||
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| - | 1. Open the customer record in the CRM and click **Create New Order.** | ||
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| - | {{: | ||
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| - | 2. You will be prompted to select a **Campaign**. | ||
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| - | * //Keto Pure Select O/B-PHONE// — Use for Keto straight sale (no subscription) order | ||
| - | * //Simply Restore SS - O/B// — Use for Simply Restore straight sale (no subscription) | ||
| - | * //Vialift Male Enhancement SS - O/B Sales// — Use for Vialift straight sale (no subscription) | ||
| - | * //CBD SS O/B Sales// — Use for CBD straight sale (no subscription) | ||
| - | 3. Click **Start Call**. | ||
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| - | 4. Confirm the **Billing** and **Shipping** information. If the **Payment Information** is blank, you must enter the card details. | ||
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| - | __Note:__ You can set **External Payment** under **Payment Information** to send the order for free. | ||
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| - | 5. Under **Select Products**, adjust the **Quantity**, | ||
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| - | 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. | ||
howto/new_order.1748283663.txt.gz · Last modified: 2025/05/26 18:21 by 20.171.207.86
