Step 3: Create Orders
After the custom club order template has been made, orders can be created.
In Step 3 all of the members are organized into sections based on their order status.
How are members organized in Step 3?
In Step 3, all members are organized into two sections based on their order status:
- Members Excluded from this Batch — These members have been excluded based on their sign-up date and/or the date of their last shipment. To make adjustments, return to the Setup Info tab and update the Order Creation Settings.
- Members Without Orders — These members are eligible for a custom club shipment in this batch but have not yet logged in to your website to create an order.
In the 'Members Without Orders' section, select the check boxes for specific members (or the top check box for all the members) and click the 'Send Email to Selected Members to Create their Customized Orders' button. This notifies the customers via an automated system email when they are able to log in to your website and modify their custom club orders.
Tip: Be sure to review your "Customize Your Club Order" ASE before sending to custom club members!
Once a customer has been notified they can customize their order, a check mark will appear in the Actions column.
Do not select the Create button before a customer has modified their order. Creating an order prior to the customization period ending will prevent the customer from accessing and modifying their order on your website.
To learn more about your customer's workflow to create their custom club order on your website, visit the Customize Your Club Order page.
How do I create standard orders after the customization period?
After the customization period is over, or to create and customize an order on behalf of a club member, use one of the following methods:
- Navigate to Step 3: Create Orders within the batch, select the check boxes for the members whose orders you want to create, then click the Create Order button.
- Click the + button in the Actions column for an individual member.
What is the next step?
To manage orders, proceed to Step 4: Manage Orders.