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--- howto:new_order [2026/08/05 02:00]
216.73.216.146 old revision restored (2026/06/20 21:31)
+++ howto:new_order [2026/08/05 02:26] (current)
216.73.216.146 old revision restored (2026/05/06 16:15)
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 ====== 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|}}
+  * Simply Restore
+  * etc
+.  Click **Start Call**.
+.  Confirm the **Billing** and **Shipping** information. If the **Payment Information** is blank, you must enter the card details.
+.  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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