Customer Order

§ Choose This Order is for- Customer or Consultant.

§ If this is a customer-direct order, click on the This is a direct-ship order box. This will allow you to enter the shipping address information the customer requested.

• Source of Customer Lead (required) - select from the drop-down list provided.

§ 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.

§ In the Ship Address section, enter the shipping address information or click on the Same as Home Address box per customer’s request if this is a direct-ship order. Type in any special delivery instructions or greetings in the Ship Instruction field (The instructions/greetings you enter will be printed on the shipping label).

§ Click on Next to continue processing your party. 

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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.

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