Create an order: existing club member

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• Place an order
• Scribe

Place an order

There are two ways to place an order for an existing club member. The one below starts from their customer profile. If you are already in POS, follow this help document.

1. Log in to your CompleteDTC account.
2. Go to "People" and search for the customer by name, phone number or email. You can also filter to show only club members.
3. Click on the customer to view their profile.
4. On the top right corner, click "new order".
5. You will be taken to the POS and any account coupon will show.
6. Start adding products. If needed, filter the products by searching the name of the product or selecting the applicable catalog section.
7. Once the item has been located, update the quantity as needed and click "Add to Cart".
8. Repeat steps 6 and 7 until all items being purchased have been added to the cart.
9. On the left, above filters, choose the "Checkout" tab.
10. Select card, cash, or check.
11. If applicable, add the salesperson, referrer, and if the customer would like to be added to a club.
12. The club member's information will be automatically added, including promotion codes.
13. Choose the shipping method:
    • Pickup: customer will pick up order at a later date/time
    • Delivery: local delivery by the producer
    • Taken: order taken by customer at time of purchase
    • Any other shipping method
14. If shipping via delivery or a carrier, check the shipping address is correct.
15. If applicable, add a gift certificate code or link the order to a reservation using the reservation number.
16. Click "Place Order".
17. Recheck the order and then click "OK - Place my order".
18. To go back to the store for the next order, click "reset store for new order".

Related Topics

Create an order: open orders

Create an order: POS

Open orders