- Log into Telesales and search for the customer that is due the order. When in the customer click 'Bulk Order'
- You will land on this page and if the customer uses an invoice account, you will see their available credit
- Select a Billing Address from the drop down, then enter a PO Number (if it is the same for all the clients in the order)
- Select the relevant option for loading the order, if the order is over the invoice account amount, then select an option to create the order with - if the customer does not have an Invoice account, then select one of the bottom 3 options.
- Manual payment will be used if the excess is paid for via BACs for example
- Deferred settlement means the card will authorise for the whole amount then settle each case individually on dispatch
- Immediate settlement means the card will immediately be deducted the whole amount of the order
- Click 'Choose file'
- Select the file and click 'Upload' - an example CSV can be found
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- here - NOTE - you cannot delete contents from the rows, you MUST delete the actual rows (aside from the headers) when creating a new file otherwise it will not work
- Click 'Create Bulk Order'
- You will see the orders processing
- If the spreadsheet is correct and there is enough stock, the order will process and you will receive an Order group number
- The bulk order has completed. If a manual payment needs processing this will go into the 'Payments' queue for approval.
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