Customer Order
Choose the type of order—Customer or
Consultant.
If this is a customer-direct order, click on
the This is a direct-ship order box.
If this customer dated a Party, check the Dated
a Party box and enter the Party date in the Party Date field.
In the Home Address section, enter
the Customer's name, address, email, and phone number(s). You can also click
the Customer Search button to search for Customer information previously
entered.
Notes: The First and Last Name are required. Enter the
phone number as numbers with no separating characters (for example,
4075551212).
Check the PO
Box if the address entered is a PO Box. These orders will be shipped using
the US Postal Service.
Check the Military
box if the address entered is a US Military Address serviced by the US Postal Service
(for example, APO and FPO).
Check the Outside
City box if the address uses a city name but is in a different tax area
outside the city limits. You'll need to depend on your customers to provide
this information to you.
If this is a customer-direct order, in the
Ship Address section, click in the Same as Home Address box if the shipping
address is the same. If not, enter the shipping address the Customer requested
in the Ship Address section.
Type in any special delivery instructions or
greetings in the Ship Instruction field in the Ship Address section. (The
instructions/greetings you enter will be printed on the shipping label.)
Click on Next to continue processing
your party.
Click the Previous button to
go back.
Click the Delete button if
you’ve made an error and want to delete the entire order.
Click the Order Summary
button when you're ready to apply the customer's payment or to view the
customer's individual invoice.
Click the Next button to
continue processing your order.