How to place a Telesales Order

To place a Telesales order, first navigate to the Telesales menu which can be found under Customer Ordering.

Once in the Telesales program you should see a screen similar to the below.

Browse the products that the customer wants to purchase, either using the web departments list on

the left hand side or the product search towards the top.

Select the item to be purchased.

Choose a size (if applicable) and choose any add ons such as personalisation, sleeve badges etc and Add to basket.

You should then see the item in the basket over on the right side of the screen. Here you can amend the quantity, edit the item, or delete it from the basket.

Add any other items the customer wishes to purchase.

Once you are ready to proceed, press the "Proceed to Checkout" button.

You will be asked to search for a customer, if the customer already as an account, search for it and select it from below.

If it's a new customer, or they don't have an account then use the "Create New Customer" button over on the right hand side.

Once you have selected a customer, you will be shown their billing address, if this is incorrect press edit to amend.

Select if the order is to be collected, or delivered. If delivered then choose a delivery address. If the customer would like a different delivery address then use the "Add a delivery address" below.

When you are ready to proceed, click Continue.

The system will automatically calculate the postage cost and service based on the customers destination.

If you need to override the price or service you can do so using the options above.

Enter a discount code if the customer has one.

When you are ready to proceed to payment, press continue.

By default "Credit Card" will be selected as this is the most common method of paying over the phone. Select the cardholder address and press Continue to go to the Optomany payment page.

Enter the customers card details and press Proceed. If the payment is successful, the order will then be created on the system.

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