CREATING AN ORDER IN INFUSIONSOFT

Policy

 

1. All Orders Are Double Checked for Accuracy

 

2. If an Order is Created and Not Used, it is Deleted Immediately

 

3. Do Not Save Drafts of Quotes for More Than One Business Day

 

4. All In-Person Orders with Treatments Must be Assigned a Sale Referral Partner. In the “Sale Referral Partner name” drop down, choose the Esthetician the client was with or “Walk-In” if the client stopped by to purchase products.

 

Task

 

When the client buys retail product or receives a service, the Front Desk Associate:

 

 

1. 1. Navigates to IS

 

1. 2. Types in client’s name in search box

 

1. 3. Selects appropriate client name from the dropdown menu

 

1. 4. Selects the $ symbol

1. 5. Selects ‘add quote’

 

1. 6. Types in product and/or service by starting with the Vendor Name. See screenshot below.

 

1. 7. Clicks Place Order (this converts the quote to an order)
   8. Adds the sale referral partner.

1. 9. Clicks on the dropdown tab under “Sale Referral Partner”. Choose the Esthetician the client was with or “Walk-In” if the client stopped by to purchase products. (see screen-shot below).

1. 10. After selecting the appropriate sale referral partner name, the Front Desk Associate makes sure to click “Save” at the bottom of the screen prior to continuing. (see screen shot below)

1. 11. In the order screen, scrolls down to Add Payment and clicks button

1. 12. Processes payment, Refer TSK-166-169