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howto:new_order
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| ====== How to create a new order ====== | ====== How to create a new order ====== | ||
| - | Sometimes an existing customer may want to receive a new order of one or more of our products. | + | Sometimes an existing customer may want to receive a new order of one or more of our products. |
| - | + | ||
| - | 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. | + | |
| - | + | ||
| - | **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 | + | |
| 1. Open the customer record in the CRM and click **Create New Order.** | 1. Open the customer record in the CRM and click **Create New Order.** | ||
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| {{: | {{: | ||
| - | * //Keto Pure Select O/B-PHONE// — Use for Keto straight sale (no subscription) order | + | * Simply Restore |
| - | * //Simply Restore | + | * etc |
| - | * //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**. | 3. Click **Start Call**. | ||
| 4. Confirm the **Billing** and **Shipping** information. If the **Payment Information** is blank, you must enter the card details. | 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. | ||
| 5. Under **Select Products**, adjust the **Quantity**, | 5. Under **Select Products**, adjust the **Quantity**, | ||
howto/new_order.1758040226.txt.gz · Last modified: 2025/09/16 16:30 by 216.73.216.115
