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reasons:no_upsell

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reasons:no_upsell [2025/09/16 18:52]
216.73.216.115 old revision restored (2025/07/04 17:07)
reasons:no_upsell [2025/11/05 02:53] (current)
216.73.216.151 old revision restored (2025/11/03 02:25)
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-Already shipped+====== I don't want an upsell item ====== 
 + 
 +After seeing the confirmation email, a customer may notice they accidentally purchased an upsell item. 
 + 
 +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 return the item via the RMA instructions <add link> 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 whether refund happens automatically or manually>
  
-Not yet shipped 
-  *    Status=Hold 
-  *    Cancel Order > Uncheck what they want to keep > Refund transactions 
reasons/no_upsell.1758048748.txt.gz · Last modified: 2025/09/16 18:52 by 216.73.216.115