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Enter an Agreement Order

Owned by David Haskell (Unlicensed), created
Last updated: Nov 15, 2021
4 min read

This article will show you how to enter an agreement order for a customer ordering an AMB / agreement, item in Advantage.

4 min read

Note
These instructions require you to have a control group open.

How to Enter an Agreement Order

  1. From the Customer Service ribbon, navigate to Order Entry

  2. Click Add Order

  3. As required, complete the following fields:

Bill-to Customer

The customer number associated with the payment method or the customer ordering.

Address Code

The address code associated with the billing account number.

Ship-to Customer

The customer number associated with the fulfillment of the order.

Ship-to Address Code

The address code associated with the shipping account number.

Promotion Code

Prompt the customer for the promotion code included with the offer they saw.

4. Select one of the following options…

Remove Customer Number in the Default Ship-to Customer and enter the customer number for the shipping address

Remove ADDR-01 in the Default Ship-to Address Code and select the correct address code. Note the address must first be added to the account to be an available selection. Go here for instructions on adding a secondary address.

5. Click Continue
6. The Billing Currency should be defaulted, make changes if necessary
7. Click Continue
8. As required, complete the following fields:

Item Number

Use the drop down to select the item number.

Quantity Ordered

Enter how many the customer would like of the product.

Promotion Choice

Use the drop down to select the pricing and shipping choice.

9. Hit Enter
10. Highlight the valid promotion choice and click Select
11. Click Add Line Item
12. If the customer is ordering multiple items, repeat steps 8-11. 

  1. After adding the AMB item select it as a line item at the bottom of the screen:

Note
If the Module column is missing, make sure to customize by right clicking and selecting customize, and add the module column. This will make it easier to identify the AMB line item. 

2. Click Change Order Line
3. The Access Agreement Entry dialog box will appear, select the Agreement Components tab if not automatically selected
4. Select the AMB line item and click Change
5. The Agreement Access Points dialog box will appear, enter the new price in the Override Unit Amount field:
6. When done adjusting the price click OK
7. Click Finish

13. When finished adding items hit Esc to continue to the Shipping Charges phase
14. Shipping Charges are not common and are calculated by the choice.  If necessary, you can make changes to the shipping charge here
15. Click Continue
16. Select one of the following options:

  1. If the customer has saved credit cards on their account, the Saved Payment Methods dialog box will appear.  You can select a card, or hit Cancel to collect a new payment method

  2. Click Add Card will open up the secure payment entry dialog box, complete the following:

Card Type

Select the card type from the list.

Card Number

Enter the card number.

Expiration Month

Enter the card's expiration month.

Expiration Year

Enter the card's expiration year.

Security Code

Enter the card's security (CVV) code.

Save Card

Choose whether to add the card to keep on file for future payments:
Yes - Will keep the card on file for future purposes

No - Will not keep a record of the card being used for the current purchase.

3. Click Confirm

4. The Amount will fill in automatically with the invoice amount

5. Click Submit Order

  1. If the customer has saved SEPA direct debits on their account, the Saved Payment Methods dialog box will appear.  You can select a Direct Debit, or hit Cancel to collect a new payment method

  2. Under payments, select Direct Debit. If the customer would like to use a direct debit that has been previously used, select the drop down for Customer Bank Account and select the DD. Otherwise, complete the following fields:

Payment Type

Set the Payment Type to Direct Debit.

Payment Code

Select the payment code for the direct debit.

Bank Identification

Enter the bank ID.

Customer Bank Account

Enter the customer's bank account number.

Account Holder Name

Enter the account holder's name.
For some affiliates, this fills in automatically.

3. The Amount will fill in automatically with the payment amount, the collection date, DD consent date and DD wait period will fill in automatically as well

4. Click Submit Order

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FAQs - Enter a Product Order

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Understanding the Order Entry Screen

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Advantage Customer Service: Order Entry

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Advantage Customer Service: Invoices & Payments

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