Returns
Template needed on the ticket once RMA is authorized.
RMA template
Template needed on the parent ticket BEFORE you send any child tickets.
Template – Shipping/Warehouse Issue
Person who can make or must confirm a backdate order request.
Form in which request must be made.
The account holder via email
Department Exception moves are sent to.
Finance
What macro should you send?
"I would like to return some products, please".
Return - More Information Needed
What occurs when bundled items are not returned with the pack they were purchased with.
The pack price is adjusted for the refund.
Macro sent when a customer advises they have not received their shipment yet.
Customer Concern - Order Delay / Late Shipment
Status in which orders can be canceled/modified.
Accepted
Person who can request a move.
Current Enroller
The person who adverse reaction templates are sent to via child ticket.
Michael Quach
Non-refundable after 3 days from order
WP enrollment fees
*Please note, if items were purchased and shipped, those items must be returned before the fee will be refunded.
Who we ask for a shipping label from when incorrect items are received.
The Warehouse
Going from One Time to S&S is an example of...
A Promo Adjustment
*Exception that requires the CE Exception Made template on the parent ticket.
Type of move request for a WP past 14 days of enrollment where Sponsorship is being moved.
Exception Move
What macro should I send?
"Hello! I would like to cancel my Customer account".
Cancellation Request - Customer Reason Inquiry
Non-refundable after 30 days from processing
WP renewal fee
Macro sent when a customer advises they have not received their shipment, but the tracking shows it was delivered.
Customer Concern - Missing Package
Needed to change the tax ID on file.
Transfer of Distributorship
Type of move request when moving customers.
Exception
*Always moving both E & S
*Exception move unless moving to the upgraded customer who referred them.
Macro sent when a customer advises a product made their stomach hurt.
Template on parent ticket with their information.
Alert - Adverse Reaction Questions
Template - Adverse Reaction
3 things to look at before authorizing RMA
1. Membership type
2. Order date
3. Order items
Verify, if possible, when the customer advises they are missing product(s).
Shipment weight
Form needed for anyone other than the account holder to place new orders, change payment/shipping information, opt-in/out of notifications, or access account information.
Authorized User
Form in which move requests need to be made.
The macro you send when a customer advises they have missing or incorrect items.
Customer Concern - Missing or Wrong Item