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howto:new_order [2025/07/04 15:40]
216.73.217.3 old revision restored (2025/05/26 05:39)
howto:new_order [2025/09/16 22:12] (current)
216.73.216.115 old revision restored (2025/09/16 16:35)
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 ====== How to create a new order ====== ====== How to create a new order ======
  
 +Sometimes an existing customer may want to receive a new order of one or more of our products.
  
 +1.  Open the customer record in the CRM and click **Create New Order.**
  
 +{{:howto:createneworder.png|}}
 +
 +2.  You will be prompted to select a **Campaign**.
 +
 +{{:howto:campaign.png|}}
 +
 +  * Simply Restore 
 +  * etc
 +
 +3.  Click **Start Call**.
 +
 +4.  Confirm the **Billing** and **Shipping** information. If the **Payment Information** is blank, you must enter the card details. 
 +
 +5.  Under **Select Products**, adjust the **Quantity**, **Price**, and **Shipping** values as necessary. Confirm the **Grand Total**.
 +
 +{{:howto:select_products.png|}}
 +
 +6.  Scroll to the bottom and click **Process**. You must receive a //Success// for the order to be processed. If it fails, reconfirm the payment details and try again. Or, use another card.
howto/new_order.1751643647.txt.gz · Last modified: 2025/07/04 15:40 by 216.73.217.3