We have several accounts that all use the same order form on the client's website. The only difference is how we get there. Instead of training all of them individually, we will be going over the standard form that all of the accounts below use. You will learn our policies on what information to confirm, how to give an order total, and how to wrap up in the script after you've placed the order on the client's website.
1047 Filter Element Store
6250 Mail Ship Direct
6255 Church Discount Direct
7358365 4D Controls
7358353 Jay Lab Pro
12582 Beauty Trends
9811 Nikco Sports
6458 Joe Bees
7359664 Locker Hanger
6261 Approval Hotline
2040398 WellCare Today
1610 American Financial Education Alliance
7359158 Honey Bee
6861 MSquare Health Products
9943 Dr. Selects Medical
There are things that make these accounts unique. You will learn what is different in those account specific courses. For now, however, we will be going over what makes them the same: their order form.
On the customer form, we will be entering in the customer's email address based on what we put into the script. We will then select "Continue as Guest" if that is an option, otherwise, it will just be entering in their email address.
Note: Some clients may have specific protocol for customers with no email address. Those will be explained in their specific LMS.
We will enter all of the caller's information from the script into this form. We will confirm that the information is for the shipping address and gather any other fields that are non optional.
Remember to ask the caller if the billing address is the same as the shipping address and check the box accordingly.
If the box is unchecked, then we will need to enter in the billing address separately. If the box is checked, then we will move directly into the payment method after selecting the shipping method.
If the "My shipping address is the same as my billing address" box is unchecked, then we will need to enter the caller's billing address in this form. It's the same form as the Shipping Information form that we learned about earlier.
When we are selecting a shipping method, we should default to the least expensive option.
We will provide other options for the caller if they are available, but most callers will want the cheapest option.
Before we gather any kind of payment information, we must go over the caller's order summary.
We need to verify the following information:
Items being purchased
Subtotal (Cost of the items in the cart)
Shipping Costs (If any)
Tax (If any)
Grand total
Once we have verified all of this information, we can proceed to collecting the payment method.
We will then gather the caller's credit or debit card information and enter it here.
Note: We do not accept PayPal, Google Pay, or VISA Checkout over the phone. We will only be taking a card.
We will gather the caller's card number, the expiration date, the Security Code, and the name as it appears on the card.
Remember: We do not repeat back card information over the phone. If you feel like you missed something or you don't think you got the number correct, please ask the caller to repeat.
Once we've gathered the information, press "PLACE ORDER."
We will now be directed to the order confirmation screen. We will give the caller their order number and let them know that they have been sent an email containing their order details (if they gave you a valid email address.)
We'll take the order number and put that into our script and complete the call!