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  • Created by Former user, last modified on 14-Sept-17
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  1. Log into Telesales and search for the customer that is due the order. When in the customer click 'Bulk Order'
  2. You will land on this page and if the customer uses an invoice account, you will see their available credit
  3. 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)
  4. 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. 
    1. Manual payment will be used if the excess is paid for via BACs for example
    2. Deferred settlement means the card will authorise for the whole amount then settle each case individually on dispatch
    3. Immediate settlement means the card will immediately be deducted the whole amount of the order
  5. Click 'Choose file' 
  6. Select the file and click 'Upload' - an example CSV can be found here 
  7. Click 'Create Bulk Order'
  8. You will see the orders processing 
  9. If the spreadsheet is correct and there is enough stock, the order will process and you will receive an Order group number 
  10. The bulk order has completed. If a manual payment needs processing this will go into the 'Payments' queue for approval.



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