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--- howto:new_order [2026/02/04 04:35]
216.73.216.182 old revision restored (2025/11/05 05:07)
+++ howto:new_order [2026/03/22 00:40] (current)
216.73.216.145 old revision restored (2025/12/20 08:35)
@@ Line 1: / Line 1: @@
 ====== How to create a new order ======
+Sometimes an existing customer may want to receive a new order of one or more of our products.
+.  Open the customer record in the CRM and click **Create New Order.**
+{{:howto:createneworder.png|}}
+.  You will be prompted to select a **Campaign**.
+{{:howto:campaign.png|}}
+  * //Keto Pure Select O/B-PHONE// — Use for Keto order
+  * //Simply Restore SS - O/B// — Use for Simply Restore straight sale (no subscription)
+  * //Skin Trial - O/B Sales// — Use for Simple Restore trial subscription
+  * //Vialift Male Enhancement SS - O/B Sales// — Use for Vialift straight sale (no subscription)
+  * //ViaLift XL Male Enhancement Trial - O/B// — Use for Vialift trial subscription
+  * //Vialift XL Testo Trial O/B// - Use for Vialift Testosterone Booster trial subscription
+.  Click **Start Call**.
+.  Confirm the **Billing** and **Shipping** information. If the **Payment Information** is blank, you must enter the card details.
+__Note:__ You can set **External Payment** under **Payment Information** to send the order for free.
+.  Under **Select Products**, adjust the **Quantity**, **Price**, and **Shipping** values as necessary. Confirm the **Grand Total**.
+{{:howto:select_products.png|}}
+.  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.

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