Placing an Order 

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 Training Manual A - Getting Started

Training B - Things Every Consultant Needs to Know and Understand

How to Place an Order

 

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 How Do I Place an Order?

Entering the Order

-  Log into E-Clic 

- Click on Master Order

 - Follow the directions on the screen (enter email address etc) 

- The questions regarding number of people attending a party etc., is optional. This section is for your information only and is not            mandatory

 ***The question regarding number of hostess/party bookings should have a number 1 next to it if you plan on selecting a half price item (you or your hostess are eligible for a half price item if your sales are over $250.00 for this order) 

- Select who the order is being shipped to - fill in the address and phone number if it has not done so automatically

- Click the Go button next to Enter Guest Order. 

- A message appears saying that the tax rate has been set - hit okay/enter - Then Click the Go button next to Enter Guest Order again.

* When entering a Guest Order you have the option of selecting 'save the customers information'. If you select yes, then you must fill in ALL the fields. If you select no, you can fill in some or no fields. This is your choice and depends on how you choose to organize your customer's information.

* If this is your personal order you can leave the customer information blank or type in samples or inventory order where it asks for name.  Again, this depends on how you choose to organize your files and orders. 

- Fill in all items except books in the Commissionable section. And fill in all books in the book section. 

- Type in the item number and the quantity you need.

 - When you have finished entering the commissionable items and books scroll to the bottom and click the Go button next to Update Guest Order.

 - Check that the description is the item that you want (in case you typed in an item # incorrectly)

 - The order will calculate the amount owed including tax and shipping.

NOTE: The amount shown at the bottom of a guest order is RETAIL. This is the amount your customers owe. The WHOLESALE amount owed is shown later when all orders are completed.

- If there are more guest orders then scroll down to the bottom and select Enter New Guest Order. 

*** When you have several customers ordering in one master order - I recommend you always enter each customer's order separately (by clicking on enter new guest order) as it will be easier for charging customers, filing and for sorting orders later 

*** You can combine your own order with a customers order if it is all being shipped to you.  However, as I mentioned above, I recommend entering each order into a new guest order to make sorting and filing easier.

- When your guest order is complete than you can enter the HOSTESS order (if applicable) by selecting "Guest Orders Complete Enter Hostess Order" at the bottom of the page.

 - If there is no hostess BUT you are entering a half price item for yourself then you need to do this at the Hostess page 

- If there is no hostess and no half price item then select "All Orders Complete" - you will still receive an additional 10% off the order is over $111.00 

Completing the Order

- After selecting "All Orders Complete" a page will appear with the totals on it

Line 6 (Less Free Product Value) is the 10% hostess discount (any order over $111.00 before tax/shipping will receive this additional discount) 
Line 7 (Net Sales) is your PSV
Line 16 (Total) is the amount YOU as a consultant owe

*** Your customers total can be found by scrolling down to the list of names below this math box.  Remember to charge the customer the RETAIL amount.

- Click on "Order Forms Completed Enter Payments"

- Enter each customers credit card with the amount they owe.

- If this is your order simply enter your credit card # and pay the wholesale amount showing on the right hand side of the screen (or line 16)

*** If your customer paid you cash or cheque then use your credit card to place their order and pay the wholesale amount for this portion of the order.  Then use the money they gave you towards your credit card bill.  

- When all credit cards are entered click "Confirm Entry and/or Charge to A/R"

- The page will update, select "Validate Cards"

*** I recommend printing all orders for your files

NOTE:  You can practice doing an order as long as you don't enter any credit cards you can cancel at anytime.  So practice placing orders without entering payments.

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