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12/5/24 Meeting

Copy of Copy of November 14 Meeting Topics

Copy of Copy of November 14 Meeting Topics

Name

Topic

Notes

Resolution/Action

Resolved?

1 Hour Delay on Fidelitone Orders

Context:

Fidelitone has this for all orders including first order.

This only impacts customers who place orders within the pulldown times ( 7 AM and 11 AM).

First Orders:

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@Shayna Lans

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@Garret Ma

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to discuss what is the ideal time in terms of the orders.

Subsequent Orders:

This will be solved for in the pre-shipment email

Return Process Testing

Problem to Solve:

How does Tally handle returns created by Shopify. (SOP)

Customer Initiated Return via CSA

CSA generates return label

Return label is auto sent to customer

Return label is logged somewhere

Status of package is updated automatically via email // tracking link exists

Fidelitone receives package

Customer notified it has been received

Fudelitone pass / no pass package

If passes, Fidelitone the customer gets email of status and next steps of refund.

Shopify understands refund is processed, and money is based back to customer.

if no pass, Fidelitone tells Tally — CSA will message the customer of why it didnt pass.

⁠

@Garret Ma

⁠

@Shayna Lans

⁠

to define the ideal process of.

Customer Initiated Return via CSA

Next Steps:

Test digital components of returns

Generating return labels

Eventually send E2E test

Align on states of how Fidelitone sends us data on returns.

Then figure out how our team will understand which returns has been processed or which ones have failed.

Verify w/ Fidelitone:

See how they will notify us of return successful / failed.

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