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howto:new_order

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howto:new_order [2025/09/16 16:33]
216.73.216.115 old revision restored (2025/07/04 15:28) 		howto:new_order [2025/09/16 22:12] (current)
216.73.216.115 old revision restored (2025/09/16 16:35)
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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. The steps taken to complete the sale will depend on whether it was a trial purchase or a one time sale. +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://reveillerskincare.com/CSv1/?pub=TEST +
- +
-**Vialift Male Enhancement** - https://vialiftxl.com/CSv1/?pub=TEST +
- +
-**Naturally Inspired CBD** - https://trynaturalcbdoil.com/CSv1/?pub=TEST +
- +
-**__IMPORTANT__:** If you will encounter an error "INVALID ADDRESS"", just simply change the Zip Code to 00000. Once the order completed go to Konnektive then update the Zip Code from there. +
- +
- +
-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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 {{:howto:campaign.png|}} {{:howto:campaign.png|}}
  
-  * //Keto Pure Select O/B-PHONE// — Use for Keto straight sale (no subscription) order +  * Simply Restore  
-  * //Simply Restore SS - O/B// — Use for Simply Restore straight sale (no subscription) +  * 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. 
- 
-__Note:__ You can set **External Payment** under **Payment Information** to send the order for free. 
  
 5.  Under **Select Products**, adjust the **Quantity**, **Price**, and **Shipping** values as necessary. Confirm the **Grand Total**. 5.  Under **Select Products**, adjust the **Quantity**, **Price**, and **Shipping** values as necessary. Confirm the **Grand Total**.
howto/new_order.1758040437.txt.gz · Last modified: 2025/09/16 16:33 by 216.73.216.115

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