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Is is the 1st order of the customer ((no (Was same credit card used before…
Is is the 1st order of the customer
no
Was same credit card used before (use button Show prev billing info; check number+expiration date) and was billing info verified then?
yes
Verify billing info with a reason "same card was verified before, issues with name spelling"
no
Does name on the billing info match the name on the profile? And was billing number reached?
yes (to both questions)
Did customer place an order with us recently?
less than 6 months
no need to call, and confirm the order; verify billing info with a reason "new card, but cs is old and recently placed another order(s)"
over 12 months ago
If time permits call customer and confirm order placement over the phone. Was customer reached and order confirmed?
2 more items...
6 month-12 months
call cs to confirm the order if time permits;
open Needs verification inv explaining the reason (using button);
NO NEED to put order on hold
no
request customer to provide CC using button CC Verification Notify; send order message+sms (using button);
if time permits call cs and explain that we need a photo of the CC showing last 4 digits and expiration date ONLY;-
set up reminder to put order on hold (using button) within next 1hour-24 hours (depending on deadline); send order message+sms (using button);
click circle red in the report
Yes
Is order total over $300? Did customer order many extras?
no
Does name in the billing info look real enough? (it does not need to match name on the profile)?
yes
Does customer have billing address indicated?
yes
Was customer reached by billing phone? Did gender on the call match the name?
2 more items...
no
Did customer provide a photo of the card?
2 more items...
no
request customer to provide CC using button CC Verification Notify; send order message+sms (using button);
if time permits call cs and explain that we need a photo of the CC showing last 4 digits and expiration date ONLY;
set up reminder to put order on hold (using button) within next 1hour-24 hours (depending on deadline); send order message+sms (using button);
-open Needs verification inv
click circle red in the report
yes (to at least one question)
request customer to provide CC using button CC Verification Notify; send order message+sms (using button);
if time permits call cs and explain that we need a photo of the CC showing last 4 digits and expiration date ONLY;
set up reminder to put order on hold (using button) within next 1hour-24 hours (depending on deadline);
send order message+sms (using button); - click circle red in the report