Dial Customer Solutions Internal CS Wiki

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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.

1.  Open the customer record in the CRM and click **Create New Order.**

2.  You will be prompted to select a **Campaign**.

* //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

3.  Click **Start Call**.

4.  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.

5.  Under **Select Products**, adjust the **Quantity**, **Price**, and **Shipping** values as necessary. Confirm the **Grand Total**.

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.

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