Customer Support

As an admin, how do I register or place an order for my customers?

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Follow these steps to enter orders as an Admin.

  1. From the Admin Site Map, click the Customers tab.
  2. Search for the Account to find out if the person has already added an Account to the system.
  3. If you find an Account, click on the name of the Account Holder in the search results.
  4. From the Account Overview page, click the Place Order button to place an order.
  5. If you do not find an Account, then click the Add Account button to add an account, then place the order.

Note: From the Account Overview page, you can click the Add Transaction button to add transactions such as payment by check or cash to an account.  For Credit Card Payments, click the Place Order tab, then use the Balance Payment feature.

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Comments

  • Avatar
    Jeff Jones

    When placing an order for a customer I notice that you're not taken through the Terms & Conditions section. This makes sense but how can the account owner go through the Terms & Conditions later?

  • Avatar
    Helene Harris

    Since as an admin you have placed the order for them, you can send them the links to the documents for review and ask them to print them out, sign them, and return them to you.

  • Avatar
    Jeff Jones

    Ok thanks Helene. The confirmation email will also have these links. I suppose the Order Receipt Text could also include verbiage to confirm Ts & Cs if they haven't already.

  • Avatar
    Helene Harris

    Yes, that would work also and save you from having to email them after an admin order is placed.