Learn more about ordering with your Carlson Craft Online Store! TABLE OF CONTENTS. Placing test orders...1

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1 ONLINE STORE Learn more about ordering with your Carlson Craft Online Store! This guide gives you tips on placing test orders, approving orders, understanding the ordering system and editing an order. TABLE OF CONTENTS Placing test orders...1 Approving orders from your Online Store...2 Understanding your Approval System Order Summary Editing an order...5-8

2 Placing test orders on your Online Store Get to know how your Online Store works by submitting test orders. Here s how: If you offer In Store Payment or Paypal as payment options, select one of those as payment. If you select Credit Card as payment option, follow these steps: 1. Enter the words Test Order in the Name on Card field 2. Select Visa credit card 3. Enter the number (fifteen ones) in the Credit Card Number field 4. Enter the number 123 in the Security Code field 5. Enter any future date in the format MM/YYYY in Expiration Date field After submitting the test order, it will appear in your Approval System. Log in to your Approval System to deny the order (see instructions on page 2) to prevent the order from being processed If an order is pending approval in your Approval System and has not been viewed, you will receive a daily from help@carlsoncraft.com indicating you have orders pending approval Even though you receive this alert, we strongly encourage you to check the approval site on a daily basis for any new orders You will not receive a daily alert if you are using the instantaneous notification option Note: Please save these instructions for future use. 1

3 Approving orders from your Online Store Log in to the secure site at orders.carlsoncraft.com/dealertools/login.cmd Enter the username and password provided to you when your site was set up and click Login If you don t know your login information, contact the ecommerce Department at Once logged in, the following page will display the Approval System: Summary of screen functions Column headings Click any headings to sort the orders by field View Approved Orders View orders that have already been approved Details button View the full order summary Note: The Confirmation Number is the number the customer receives after they have submitted their order. Your customer can check order status and place reorders through the Order Status link on your Online Store, which will ask for their confirmation number and zip code. They can also access an Order History by logging into their profile. 2

4 Understanding your Approval System Order Summary 1. Order Information Contains your customer s order Confirmation Number, Order Status, Date Ordered and ID Code (if one was entered) Billing Address Displays your customer s billing name, address, and billing method (credit card information required to bill your customer). We strongly suggest you pre-authorize the credit card before approving any orders. If the credit card information supplied is not valid, you are responsible for contacting the customer for an alternate form of payment. We recommend NOT approving an order until you have made arrangements to collect payment. It s mandatory to dispose of the credit card security code after the credit card has been approved, so it will no longer be viewable after order approval. 3. Shipping Address Includes your customer s shipping name, address and the shipping method selected. If your client is from your state of residence or a state you have an annex in, you are required to add the additional sales tax for the order to the total cost. Note: A disclaimer regarding sales tax is noted to your customer on the shopping basket page. Continued on page 4 3

5 Understanding your Approval System Order Summary, continued 4. Item Information Shows the item code, quantity, retail price, actual price and a preview of what your customer ordered. Any item including text will have Item Code and Preview links that you can click for details. 5. Approval Information Approve Submits the order electronically to Carlson Craft for processing and removes it from the approval page. Order information can then be viewed by clicking the View Approved Orders button. 4 Deny Deletes an order. Only deny an order if you want to delete a test order or if you are sure your customer wants to cancel their order. Carlson Craft cannot recall denied orders. Return Brings you to the main menu. Your order will remain pending in the Approval System for 30 days from the day it was placed. 5 Note: Based on how your Online Store account is set up, you will be required to approve your order with or without a Purchase Order number or by credit card. The page will reflect accordingly. We encourage you to print this screen for your permanent records before approving or denying the order. We also ask that you approve orders within 30 days as that is how long they will be accessible in the Approval System. All orders are drop shipped to your customer from Carlson Craft and you are invoiced for the wholesale amount of the order. 4

6 Editing an order By clicking the Edit Order button at the bottom of each section, you will see the following instructions for editing an order: The link Click here to continue to the shopping basket will take you back to your Online Store and the shopping basket for the order Edit the items in the shopping basket by clicking on the Edit link under the image of what your client ordered After making the changes, click the Save & Continue button until you return to shopping basket Once all the edits are made, check the box to confirm you have read the Terms & Conditions Click Checkout Continue through the Shipping & Billing and Review Order screens Click Submit Order Continued on page 6 5

7 Editing an order, continued Submitting the order brings you back to the following page: Accept the message about the order confirmation Select Close to close browser (you will now be back on the screen to view the order) Click Finished Continued on page 7 6

8 Editing an order, continued After clicking Finished you will return to your Approval System You will be able to view any changes you made to the order Process the customer s credit card/payment Make sure to add in sales tax if the customer is from your state of residence Click the Approve button and the order will be removed from the screen and is submitted electronically to Carlson Craft for processing The order will be drop shipped from Carlson Craft to the address that was in the shipping information section You will be invoiced for the wholesale amount of the order If you want to view the information again after approving the order, click on the View Approved Orders button. A window will then appear with a list of the orders you have approved. Click on the Details button to view the details of past orders (notice that the Order Status column will all say Approved ) To return to the screen that shows orders that aren t yet approved click on the View Orders Need Approval button on the upper right-hand corner Continued on page 8 7

9 Editing an order, continued When you exit the website for security reasons we recommend you click Logout on the top left side of the screen. This will take you back to the login screen. By doing this you are preventing anyone else from going into your Approval System and making changes without your permission. If you have questions, please contact: ecommerce Department Phone: Fax: