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Order Cancelations
Introduction 9 of 10
Navigating Order Cancelations in Vision VX
Order cancellations in Vision VX are a crucial process to ensure accuracy, transparency, and client satisfaction.
The central objective is to prevent invoicing for services the client wishes to cancel or for services that Lee did not fulfill.
The order cancellation process is orchestrated through the Central Sales Enablement team to manage client invoicing, coordinate with Titan for cancellation, and ensure a seamless true-up of customer invoices.
Related How To Guides:
Initiating the Cancellation Process
To initiate the cancellation process, the primary step is to send an email to your Central Sales Enablement team. This email should provide comprehensive information, including details about the Vision VX client, campaign name, Titan Order, and specific product information for the items being canceled. Clarity in communication is essential to facilitate a swift and accurate cancellation process.
Example Email Template
Subject: Order Cancellation Request
Dear Sales Enablement,
I hope this message finds you well. I am writing to initiate the order cancellation process for the following details:
- Vision VX Client: [Client Name]
- Campaign Name: [Campaign Name]
- Titan Order ID: [Titan Order ID]
- Product(s) to be Canceled: [List of Products]
Please proceed with canceling billing and fulfillment for the specified products. If you require any additional information, feel free to reach out. Thank you for your prompt assistance.
Best Regards,
[Your Full Name]
[Your Contact Information]
Workflow After Email Submission
Upon receiving your email, the Sales Enablement team will diligently work through the following steps:
-
Billing Cancellation:
- Cancel billing for the specified products to ensure accurate invoicing.
-
Fulfillment Cancellation in Vision VX:
- Initiate the cancellation process within Vision VX to cease fulfillment for the canceled products.
-
Communication and True-Up:
- Communicate with the rep regarding the cancellation and ensure a true-up of the customer's invoices to reflect the adjustments accurately.
Queries and Clarifications:
Any questions or clarifications regarding the cancellation process should be directed to your Sales Enablement team. They are equipped to provide guidance, address concerns, and ensure a smooth and accurate cancellation experience.
By entrusting the order cancellation process to the Central Sales Enablement team, you contribute to maintaining the integrity of client relationships and financial transactions within Vision VX.