|
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.
|