TAKING PHONE ORDERS FOR VIRTUAL CLIENTS 

 

 

Policy

 

1. Credit Card Numbers Are Never Entered Directly into IS Notes. Credit Card Numbers Are Never Written on Sticky Notes

 

2. The FDA is Responsible for Notifying Clients of Out of Stock Items

 

3. All Payments Are Processed via the “Charge Now” Payment Option. If a Card is Not on File, Add a New Card to use as Payment.

 

 

Task

 

When the virtual client calls to place an order to be shipped, the Front Desk Associate:

1. Navigates to IS

 

2. Creates quote in IS (Refer TSK-160)

 

3. Adds shipping in the Quote

 

4. Confirms shipping address on file for the client is correct BEFORE placing the order.

 

5. Selects ‘place order’

 

6. Adds “Sale Referral Partner” > “Phone Order” > Save (Refer TSK-160)

 

7. Selects ‘Add Payment’

 

8. Informs client of the total

 

9. Selects from payment type drop-down ‘charge now’

 

10. If the client does not have a card on file, type in the credit card number

 

11. If there is a credit card on file, selects from the dropdown the card the client would like to use

 

12. Selects the date and submit.