Mail/Phone Order Processing

When a customer orders by phone, fax, or email, you can use SOLO Server to process the order.  You can process an order with or without a credit card.

• You should be Logged In to SOLO Server.  This will properly mark the order as entered by your user id.

• Go to your normal order processing page or

• • From the Authors menu, select View Catalog.

  • Select the product and option to add to the order, and then click Begin New Cart to begin a new cart order, or Order Single to begin a new single item order.  If you know the Product Option ID, you can also enter this in the Item Number text field.

• If you need to add more items, click the Continue Shopping button to return to the catalog page.  Select the new items and click Add To Cart.  Repeat this until all of the items are in the cart, and then click Check Out.

• Follow the ordering process, entering the information as if the customer was doing it.

• On the payment page, select the payment method:

• • Credit Card - Use this to process the order with a credit card number.

  • Cash - Use this if the order is for cash.

  • Check - Use this if the customer paid by check.  Not that if this is used and the order requires shipping, the invoice will be set to Holding status with a Hold Until Date 20 days later in order to allow the check to clear.

  • Money Order - Use this if the customer paid by money order

  • Prepaid - Use this if the customer is paying by some other method.

• Continue through the ordering process.  When the order is complete, the customer will receive the order confirmation via email if an address is specified.  To avoid this, use your email address for the ordering process then manually edit the customer's record to reflect their email address.

In addition, it is also possible to complete a cart order created on the web site by the customer by directly going to the cart and completing the order.  There are 2 ways to do this.  

1. If you have phone/mail options defined on your merchant account, a search and replace variable of [varCartID] is supported in the phone/mail ordering html fields.  If this is placed in the html, it will be replaced by the CartID.  Use this CartID from the mail in order generated from the mail order page, or ask the customer the CartID when they have called and are viewing the phone order page.  From the View Catalog Page (for the .NET cart, this is located on the home page below the Quick Search section), enter this number in the CartID text field and click Go To Cart.  You will be taken directly to the pre existing cart and can complete the order.  Make sure to verify the contents of the cart are correct, as the customer may have modified the cart.

2. If the customer has been registered in SOLO, it is also possible to complete a customer's cart from the customer details page.  Find the customer in SOLO and scroll down to the Unfinished Orders section of the page.  Any unfinished carts associated with the customer will be listed here.  If a cart is present, click on the CartID to go to the cart and complete the order.  Again, make sure to verify the contents of the cart, as the customer may have modified them.