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The Create an Order allows you to display multiple products on one page for faster purchases. The Customer Service Representative can quickly and efficiently place and complete orders for your customers, without navigating to multiple pages. This section deals with placing orders using the Order Desk.
To place orders using the create an order:
| 2. | On the top menu, click Create an Order under Order. The Create an Order page is displayed. |
| 3. | Select a store from the drop-down list to order its products. The Select Catalog drop-down is displayed. |
| 4. | Select a catalog from the Select Catalog drop-down list. The Customer and Shopping Cart sections for this store and catalog is displayed. |
| 5. | To enter customer information you can either search for an existing customer or create a new customer. |
To search for an existing customer:
| • | Click Search Customers. The Customer Search window is displayed. |
| • | Enter any or all of the following keywords: First Name, Last Name, Company Name, Zip, User ID or Order ID. |
| • | Click Search. All customers meeting the above search criteria will be displayed under Select Users. |
| • | Click Select on the customer you were searching for. The Create an Order is displayed with the customer's billing and shipping details. |
| • | Click Edit Billing and Shipping Address to change the customer information. Else, proceed to step 4 to start ordering. |
OR
To create a new customer:
| • | Click Create a new customer. The Customer Account window is displayed. |
| • | Enter the billing and shipping address details for this customer. |
| • | Click Create an Account. The Create an Order is displayed with the new customer's billing and shipping details. |
| 6. | To add products to the shopping cart: |
| • | Click Select products in the shopping cart. The Select Product window is displayed. |
| • | Enter any or all of the following keywords: Partial Product Name, Partial Item #, Partial SKU or Partial Department. |
| • | Click Search. All products meeting the above search criteria will be displayed. |
| • | Click Select on the product you want to order. The products optiona, price and description is displayed. |
| • | Select the Quantity required and the Options from the drop-down list and click Submit. The Create an Order is displayed with the product added to the shopping cart. |
Repeat the above steps till all products required by the customer are added to the shopping cart.
| 7. | Shipping Option: Select shipping option from the drop-down list. |
| 8. | Payment Option: Select payment option from the drop-down list. |
For payment through Credit Card option, enter the following details:
For payment through Purchase Order option, enter the following details:
| 9. | Enter any comments or special instructions related to this order in the text box. |
| 10. | Click Submit Order. The Customer Receipt page is displayed listing all the order details. |
| 11. | Repeat steps 3 through 8 to place the next order. |
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