User Tools
howto:new_order
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
howto:new_order [2025/05/26 18:41] 20.171.207.86 old revision restored (2024/09/11 00:07) |
— (current) | ||
|---|---|---|---|
| Line 1: | Line 1: | ||
| - | ====== How to create a new order ====== | ||
| - | Sometimes an existing customer may want to receive a new order of one or more of our products. | ||
| - | |||
| - | 1. Open the customer record in the CRM and click **Create New Order.** | ||
| - | |||
| - | {{: | ||
| - | |||
| - | 2. You will be prompted to select a **Campaign**. | ||
| - | |||
| - | {{: | ||
| - | |||
| - | * Keto Pure Select O/B-PHONE — Use for Keto order | ||
| - | * Simply Restore SS - O/B — Use for Simply Restore straight sale (no subscription) | ||
| - | * Skin Trial - O/B Sales — Use for Simple Restore trial subscription | ||
| - | * Vialift Male Enhancement SS - O/B Sales — Use for Vialift straight sale (no subscription) | ||
| - | * ViaLift XL Male Enhancement Trial - O/B — Use for Vialeft trial subscription | ||
| - | |||
| - | 3. Click **Start Call**. | ||
| - | |||
| - | 4. Confirm the **Billing** and **Shipping** information. If the **Payment Information** is blank, you must enter the card details. | ||
| - | |||
| - | __Note:__ You can set **External Payment** under **Payment Information** to send the order for free. | ||
| - | |||
| - | 5. Under **Select Products**, adjust the **Quantity**, | ||
| - | |||
| - | {{: | ||
| - | |||
| - | 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.1748284880.txt.gz · Last modified: 2025/05/26 18:41 by 20.171.207.86
