Phone Offer feature
The Phone Offer feature in CopeCart enhances telesales by enabling vendors to address customer needs directly, leading to faster and more personalized sales. It allows vendors to customize payment details for each order, such as amount, quantity, and payment intervals, independent of the general product settings. This flexibility improves the sales process, offering tailored payment plans and streamlining customer interactions for more efficient sales closings and a better overall customer experience.
Please consider the following points:
Always record your sales conversation, the recording serves as the basis of the contract. If there is no record of the sales conversation when asked by CopeCart, the order will be canceled.
Always inform the Buyer that his contractual partner is CopeCart Ltd.
Be aware that only the GTC of CopeCart GmbH apply to the buyer.
Restrictions
Invoice payment method applies to one-time payments and installment payments.
Address fields are mandatory for all product types.
Phone sales feature is disabled for inactive products.
Sales restrictions by country do not apply to phone sales.
Vendor View
The Vendor has two ways to access the telesales page:
On the product page, select the following product and click the button.
On the product editing page click the button.
When the new telesales page is opened, all payment plans are automatically available for the product. The Vendor can change the payment details and edit/fill in the buyer's personal information before the “Order Now” button is clicked.
Please note that a Vendor does not need to edit anything in the product settings or add another payment plan. In fact, on the new telesales page, a vendor can change the payment plan instantly using the drop-down menu.
Affiliate View
Affiliates with advanced permissions (find more details here: Sales partner at CopeCart) from the vendor can use the phone sale feature. Vendors can access the phone sale option on their product page, while affiliates see only product cards. When enabled, the phone icon appears on the product card.
The phone sale feature offers flexibility, allowing sellers to adjust schedules, quantities, and amounts, and select the commission rate for each sale. It is crucial to choose the correct commission to avoid errors, as no corrections can be made after the transaction.
Additionally, phone orders ensure all required buyer information is accurately completed, and sellers can choose the buyer's preferred payment method.
FAQ
Can I change a main product when I use the phone sales feature?
Yes, you can do this using the drop-down menu:
In addition, if all buyer information has been filled in once and the main product is subsequently replaced (e.g. one has changed one's mind), all data apart from payment details will be preserved, so the seller will only need to add these.
I have only one payment plan configured. Do I need to change the initial product settings to select a different payment plan?
No. It is not necessary to edit the product settings.
Each of the existing payment plans can be selected for phone sales order specifically and independently.
Should I reconfigure the payment data to adjust the amount, quantity, and intervals of the installment payments?
No, payments do not need to be reconfigured.
Simply set the desired amount and select the appropriate payment interval.
Did any of my changes on the telesales page affect the initial product settings?
No, your change did not affect your product settings.
These changes only apply to the specific order.
Can I choose different payment plans for different buyers purchasing the same product?
Sure.
Configurations made on the telesales page do not affect other payment plans.
Do the JVP terms and conditions apply to products sold using the telesales feature
Yes, if they have been configured beforehand.
For further questions, please contact our support team at support-us@copecart.com.
Best regards
Your CopeCart US Team