How to Enter a Product Order

From the Customer Service ribbon, navigate to Order Entry
Click Add Order
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. Click Add Line Item
10. If the customer is ordering multiple items, repeat steps 8-9. When completed adding items hit Esc to continue to the Shipping Charges phase.
11. Shipping Charges are calculated by the choice. If necessary, you can make changes to the shipping charge here. If you make changes to the shipping charges, you will be prompted to confirm these changes.
12. Click Continue
13. Select one of the following options...

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
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

Note
If the product is on auto delivery service consent must be given by checking the consent box before completing the order. The script should be read to the customer.

5. Click Submit Order

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
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

Virtual Agent Knowledge Base

ADV FAQs Enter a Product Order

How to Enter a Product Order

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