Creating Initial Test Orders

Before you are live, you want to make your order creation and payment works. You can test everything even before you set up a payment provider by using the Test Merchant. The Test Merchant allows you to create test orders and enter dummy payment information to test different payment statuses.

Learn About the Test Merchant

Important: Only use the Test Merchant on your Stage environment (if available).

Use the Test Merchant to test order submission without sending payment to the provider.

Note: The Test Merchant only works with USD or EUR currencies, depending on the Test Merchant type selected.

To use the Test Merchant, create an order in either the Corporate Shop, Web Office Shop, or eCommerce Shop with a test Associate:

  1. Add an item to the cart.
  2. In the Shopping Cart, click Checkout.

In the Checkout page, you won’t see the Test Merchant payment method under the Payment Method section. You have to add a payment method:

  1. Click the Add Payment Method button

  2. Enter any test Card Number.

    You can test payment responses by entering specific numbers. See the list in Order Payment Responses.

  3. Click Save Card.

After saving, Place the Order with the test card.

Read more: Using the Test Merchant

Learn About Offline Payments

Using Offline Payments gives you flexibility with the types of payments you accept. It allows Associates to create an order and pay for it at a later time using a third-party payment method, such as:

  • Cash
  • Paypal
  • Venmo
  • Apple Pay Cash
  • Bank Deposits
  • Any company’s accepted forms of payment

When checking out an order, an Associate has the option to select Offline Payment.

Add a Payment Method

When the Associate places the order, the order status is set as “Pending processing”. The Associate receives a message (email, text, chat, etc.) with payment instructions.

Following the provided Offline Payment instructions, the Associate pays for the order. Once you receive the payment, you must change the order’s status to “Paid”.

Paid status

Adding Offline Payment Method

The Offline Payment method is already enabled by default. If you need to, you can re-add it:

  1. In Corporate Admin, navigate to Administration > Payment Methods.

  2. Click the Add Payment Map button.

    The Create a Map pop-up window opens.

  3. Select the necessary Regions.

  4. From the Merchant dropdown, select Offline Payment.

  5. Select the Stores for the payment method.

  6. Click the Save changes button.

Read more: Mapping Payment Providers

Create an Order in the Corporate Shop

Admin: Corporate Admin
Page: Associates > Find Associates > Associate Detail > Corporate Shop
Permission: CreateOrder()

The Corporate Shop is a great one-stop place to create orders for your Associates. Submit orders from any Store and manage shipping and payments within Corporate Admin.

Accessing the Corporate Shop

  1. In Corporate Admin, find and select an Associate to navigate to their Detail page.

  2. Click the New Corporate Order button, and select a Store.

    New Corporate Order button

    You navigate to the Corporate Shop.

Finding Items

  1. Select a category from the sidebar to view items.

  2. Find an item by Product Name or SKU with the Search Bar.

  3. Change the display view with the List and Grid buttons.

    • List makes the item results layout appear in descending order.
    • Grid makes the results layout appear side-by-side.

Viewing the Product Details

Once you locate the product:

  1. Click the item’s title to view the Product Detail page.

    This page features all the details configured for the product. Learn more in the Inventory Items and Pricing Guide.

  2. On the Product Detail page:

    1. Click the thumbnails to view each image.

    2. Click the Description or Benefits tabs to view the contents.

    3. View the item’s Price and commission amounts.

  3. Click Add to Cart.

Viewing the Shopping Cart

From the Corporate Shop main page:

  1. Click View Cart in the Shopping Cart sidebar.

Or, on the Product Details page:

  1. Click Add to Cart.

You navigate to the Shopping Cart page, where you can:

  1. Update the Quantity.

    Note: The CV (Commission Volume), QV (Qualifying Volume), and Total columns reflect the change as well.

  2. Continue Shopping to select more items.

    Navigates you back to the Corporate Shop main page.

  3. Select a category from the sidebar to view and add more items to the cart.

Checking Out

On the Shopping Cart page:

  1. Click Checkout.

    You navigate to the Checkout page.

On the Checkout page, you can:

  1. Change the Shipping Address.

    The Address Details pop-up window opens, where you can make any adjustments.

  2. Add a Payment Method.

    1. Click Add Payment Method.

      The Add Payment Method pop-up window opens.

    2. Enter the payment card info.

    3. Click Save Card.

  3. Select a Shipping Method.

  4. Add a Coupon Code.

    Learn how to set up Coupon Codes in the Coupons Guide.

  5. Override the Shipping or Tax amounts.

Placing an Order

  1. Click Place Order.

    If the order is successful, you’ll navigate to the Order Complete page.

  2. On the Order Complete page, click the order number link.

    You navigate to the order’s Detail page.

Search by Order Number

Admin: Corporate Admin
Page: Associates > Find Associates

Although it’s called the Find Associates page, you can also search by order number.

On the Find Associates page:

  1. Locate the dropdown next to the search bar.

    Search bar dropdown
  2. Click the dropdown and select Order.

The page refreshes and is now the Find Orders page. You can use this page to find orders by searching for order numbers.

  1. Type the order number in the search bar.

    Search by order number

    The results populate as you type.

    Note: Enter the exact order number for speedier results.

  2. In the search results, click the Order Number link.

    You navigate to the order’s Detail page.

View the Order’s Detail Page

Admin: Corporate Admin
Page: Sales > Orders > Order Detail

In an order’s Detail page, you can:

In Corporate Admin, To find an order’s Detail page, there are several methods:

  1. You can click the dropdown next to the search bar and select Orders on the Find Associates page. The page becomes the Find Orders page, where you can search by order number.
  2. If you are on an Associate’s Detail page, you can click the Order History tab. Select the period, if necessary, and find the order in the list.
  3. Or, you can find orders from the Sales section. Click the Orders tab. You can select the period, country, and search by the order number, name, and Associate ID on the Orders page.

Whichever method you use to find the order, to navigate to the order’s Detail page, you click the Order Number link.

Order Number link

Read more: Viewing the Order’s Detail

Learn How to Edit an Order

Admin: Corporate Admin
Page: Sales > Orders > Order Detail
Permission: EditAssociateOrder()

Before committing and locking its commission period, you can edit an order’s Commission Date, Volume and Bonus amounts, and Invoice Number.

On the order’s Detail page:

  1. Click the Edit Order button.

    Edit Order button

    You navigate to the Edit Order page.

    Edit Order page
  2. Edit any necessary details.

    Note: After the commission period closes, the only editable fields are the Local Invoice Number and Notes.

  3. Click Save Changes.

Learn How to Cancel an Order

Admin: Corporate Admin
Page: Sales > Orders > Order Detail
Permission: CancelOrder()

You can cancel an order on the order’s Detail page. Canceling an order deletes the order record from the system. You’ll have no record of the order after canceling.

When should I cancel an order?

To cancel an order:

  1. Refund the order.

  2. On the order’s Detail page, click the Cancel button.

    Cancel button

    The Cancel Order pop-up window opens.

    Cancel Order pop-up window
  3. In the pop-up, click Delete to confirm the cancellation.

View an Associate’s Order History

Admin: Corporate Admin
Page: Associates > Find Associates > Associate Detail > Order History

You can view the orders placed by an Associate in their Order History page.

To view order history:

  1. In Corporate Admin, find and select an Associate to navigate to their Detail page.

  2. Click the Order History tab.

    Order History tab

The Order History will load based on the period selected with the Period Selector.

Order History List

The columns displayed are:

  • Order Number – Number assigned to the order.

    Select to view the full order details.

  • Order Date – Date order was placed.

  • Commission Date – Commission period that the order was applied to.

  • Product – All products that were purchased in the order.

  • QV – Total QV earned during the order.

  • CV – Total CV earned during the order.

  • Total – Total amount paid for the order (includes tax and shipping).

  • Status – Order status (Paid, Refunded, Shipped, Waiting Payment).

  • Tracking – Tracking number assigned to the order.

  • Move Order

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