Main Menu

4. Ordering Accessories

Accessories: Order Submit

This page is the final page you will encounter in the accessory ordering process. From here, you can view all the properties of the order and can click the appropriate Edit link to alter any aspect of the order. In addition to submitting the order from this page, you can save the order or hold it for completion at a later time.

Always take time to review an order. You can expand or collapse the sections on the page using the arrows. If you collapse a section, the next time you access the Accessories: Order Submit page the section will appear collapsed.

Should you notice anything that needs to be changed, click the appropriate Edit link (next to "Personalization & Shipping" or "General Information"), to navigate to that section of LDWeb. There you can make your change and then click the Continue button to navigate back to the Order Submit page.

Once you have reviewed the information and determined that everything is correct, submit this accessory order:

  1. If Harland Clarke needs to be aware of any special requests or other information about the order, type that content in the Production Instructions box. For the purpose of this training, leave that box blank.

Note: If you ever need to prevent reorders on an account for any reason, click the Block Reorders checkbox.

  1. Choose the appropriate action for this order. Shown below are the options in the Order Selection box at the bottom of the page:

Select this:

And this will happen:

Place Order

The order will be submitted and you will be brought to the Account Switchboard. You will have approximately 30 minutes until this order is actually submitted. Selecting "Update" from the drop-down list on the Account Switchboard will allow you to change the order.

Save Changes - No Order Placed

This will save the changes you have made to the order information (for example, updating the account holder's address in their personalization), but not place an order. The next time you place a reorder on this account, the updated order information will be used.

Hold Order

This will hold an order until you go back to finish it. The Account Switchboard will label this order as being on hold. Initiating the reorder sequence will allow you to finish the order.

For this exercise, click "Place Order."

  1. Click the Continue button. You will be brought to the Account Switchboard. Since you are in training mode, the information you just submitted was not saved. If you had actually placed the order, the status of the order on this page would be "Order Accepted, Production Pending."

  2. Click the Main Menu button to navigate back to the Main Menu to continue your training.