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Multiple Orders
Multiple Orders
Sometimes customers will want to place multiple orders and have each order sent to a different address/gift recipient, especially around the holidays. Let the customer know that you will need to place a separate order for each address/recipient.
The easiest way is to start the first order by following your call flow steps. You will place the first order as you would a regular order, taking down the customer's information first. Please be mindful of gift box requests, gift messages, personalization, etc. that the customer may need on each order.
The point you are going to want to stop and pay extra attention to is when you are at the Payment screen portion of the order. Please see the steps and info below.
Payment Screen
Payment Screen
Once you are at the payment portion of the order:
Ask the customer if they want to use that same card on the rest of their orders. If they do, let them know you are going to save the card info during this call only so they don’t have to repeat the number for each order, then reassure them that you will delete the information after the call.
You can Snipping Tool to take a screenshot of the card details BEFORE you charge the card and put it off to the side
Multiple Orders Cont:
Multiple Orders Cont:
After the 1st order is placed, click on the Customer name on the right and open in a new Tab
Go to your new tab which is now the Customer’s Profile and click on “Create Order”
Repeat until you have completed each order as needed. **MAKE SURE YOU CHANGE THE BILLING AND SHIPPING ADDRESS ON EACH ORDER!!!** This is very important as the addresses will default to the address on the last order you placed for them, so you'll have to change them each time.
When you are on the payment screen, make sure you DO NOT have the “Same As Shipping Address box checked if the order is going to a different shipping Address. This can happen by default so you will need to double-check before submitting payment.
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