LL- Outbound Sales - How to place orders in Zoho

To place orders in Zoho following the provided instructions, here's a step-by-step guide:

Open Zoho:
- Start by logging into your Zoho account.
  Create a New Order:
- Click on the three dots (ellipsis) menu.
- Select "New Order" from the dropdown options.
  Search for an Existing Customer:
- You will be directed to a page where you can search for an existing customer.
- Copy and paste the customer's email address into the search bar.
- Click "Search."
- The customer's information will populate automatically.
  Verify Customer Information:
- Double-check that the customer's name, email, and shipping address are correct.
- Select the appropriate country for the shipping address.
- Once verified, click on section 2: "Item."
  Select the Product:
- Choose the brand "SUN COAST SCIENCES."
- Click on "A. Ship FEE" next to this section, which will display the entire catalog.
- Select the desired product from the catalog. The product codes are as follows:
  - C = Initial product
  - S = Subscription (converts to R for resupply/rebill on the first refill)
  - U = Upsell
    Examples:
- Cera-01-C - 1 bottle of CeraLift (initial item)
- Cera-01-S - 1 bottle of CeraLift (subscription item, converts to Cera-01-R on first rebill)
- Cera-01-U - 1 bottle of CeraLift (upsell item)
  Proceed to Payment:
- Move to section 3: "Payment."
- Enter the customer's new credit card information or check the existing credit card information on file.
- Verify that the billing address matches the one associated with the credit card.
- Enter your unique AFFID.
- Enter the correct C3 code.
  Review and Place the Order:
- For Wellness Coaches, select "OUT."
- For the Decline Team, select "OUT" if the order was reprocessed or declined. Select "UP" if the customer agreed to add additional bottles.
- Review the order summary.
- Finally, click on "Place Order" to complete the transaction.

This guide should help you smoothly navigate placing orders in Zoho.