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reasons:no_upsell

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reasons:no_upsell [2025/06/15 20:26]
20.171.207.218 old revision restored (2025/06/15 20:03)
reasons:no_upsell [2025/06/15 21:40] (current)
20.171.207.218 old revision restored (2025/06/15 20:21)
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-====== I don't want an upsell item ====== +Already shipped 
- +Not yet shipped 
-After seeing the confirmation email, a customer may notice they accidentally purchased an upsell item. +   Status=Hold 
- +   Cancel Order > Uncheck what they want to keep > Refund transactions
-You need to look at the **Fulfillments** tab in the CRM to determine whether it has shipped. +
- +
-{{:reasons:hold.png|}} +
- +
-===== If the package Status is Pending, Pending Shipment, Shipped, or Delivered ===== +
- +
-[[howto:cancel|Cancel the subscription]]. +
- +
-It is too late to cancel the delivery. The customer must [[howto:rma|return the item via the RMA instructions]] and will be subject to a $9 restocking fee. +
- +
-[[general:making_offers|Make an offer]] for them to keep the product.  +
- +
-__Not accepted__: Customer must [[howto:rma|ship product back via RMA process]]. +
- +
-__Accepted__: [[howto:bill|Bill the customer for the offer price]]. +
- +
- +
-===== If the package Status is Hold ===== +
- +
-The order has not shipped. You can cancel the item from their order and refund it. +
- +
-1.  Click on the **Order** ID. +
- +
-{{:reasons:order_link.png|}} +
- +
-2.  Click **Cancel Order**. +
- +
-{{:reasons:cancel_order.png|}} +
- +
-3.  Check only the items you wish to cancel. __IMPORTANT__: You must **uncheck** any items that the customer wishes to keep. Click **Submit Cancel**. +
- +
-{{:reasons:cancel_2.png|}} +
- +
-Check the **Transactions** tab to see if the charge was refunded. If not, you can [[howto:refund|refund it manually]]. +
reasons/no_upsell.1750019209.txt.gz · Last modified: 2025/06/15 20:26 by 20.171.207.218