Enter all the guests who attended or submitted and order including the hostess. These records become part of your customer list. From this screen use the pull down menu to Order from a New Guest”. “Create Select Order”. “Start Enter all of the customer’s billing and shipping information. If the shipping information is the same as the billing information, press the small arrow next to shipping name for automatic replication. Enter your customer’s order and payment information. Note if your customer pays by cash or check, you will need to pay for that order – with a credit card. You may enter all the orders first and make one final payment when you close the party. ****IF your customer earned a monthly special. Enter that BEFORE you make a payment. In the Products box under the quick add section are 3 blue links on the right hand side. Click on the bottom blue link Here to Review Available Promotions” “Click Enter your customers promotion complete the transaction. Press New”. “Save Step Three: Enter orders to be DIRECT shipped: the customer as a party guest. EXIT the party tab and go to your customer tab. Select the customer. your customer’s order and click check out. Select your hostess’ from the order to party” drop down box “add Enter all of the customer’s billing and shipping information. If the shipping information is the same as the billing information, press the small arrow next to shipping name for automatic replication. Enter your customer’s payment information. Note if your customer pays by cash or check, you will need to pay for that order – with a credit card. Since this is a direct ship you will need to charge your credit – card for each order placed. Press Order”. “Process Step Four: Your Hostess credits: Open your hostess’ party from the party tab. Select host order” and then order” “new “start In the Products box under the quick add section are 3 blue links on the right hand side. Click on the bottom blue link Here and Edit Host Rewards” “Click Available host rewards will be listed. Choose the ½ price rewards reopen the blue link and select the free hostess dollars Check order and enter payment
Enter all the guests who attended or submitted and order including the hostess. These records become part of your customer list. From this screen use the pull down menu to “Create Order from a New Guest”. Select “Start Order”. Enter all of the customer’s billing and shipping information. If the shipping information is the same as the billing information, press the small arrow next to shipping name for automatic replication. Enter your customer’s order and payment information. Note – if your customer pays by cash or check, you will need to pay for that order with a credit card. You may enter all the orders first and make one final payment when you close the party. ****IF your customer earned a monthly special. Enter that BEFORE you make a payment. In the Products box under the quick add section are 3 blue links on the right hand side. Click on the bottom blue link “Click Here to Review Available Promotions” Enter your customers promotion complete the transaction. Press “Save New”. Step Three: Enter orders to be DIRECT shipped: the customer as a party guest. EXIT the party tab and go to your customer tab. Select the customer. your customer’s order and click check out. Select your hostess’ from the “add order to party” drop down box Enter all of the customer’s billing and shipping information. If the shipping information is the same as the billing information, press the small arrow next to shipping name for automatic replication. Enter your customer’s payment information. Note – if your customer pays by cash or check, you will need to pay for that order with a credit card. Since this is a direct ship – you will need to charge your credit card for each order placed. Press “Process Order”. Step Four: Your Hostess credits: Open your hostess’ party from the party tab. Select “new host order” and then “start order” In the Products box under the quick add section are 3 blue links on the right hand side. Click on the bottom blue link “Click Here and Edit Host Rewards” Available host rewards will be listed. Choose the ½ price rewards reopen the blue link and select the free hostess dollars Check order and enter payment
New-Consultant-Trainingmanual.docx