2. Ordering Checks for a New Account

Checks: General Information

The Checks: General Information page allows you to select or change general information concerning the order, such as the style of checks, quantity of checks, starting check number, billing info, etc.

1. (if needed) Click on the R & T drop-down list to select the proper R & T information. The system will display the R & T number you selected on the Main Menu. If this number is correct, you can skip this step.

2. (if needed) Click on the Branch drop-down list to select the correct Branch number.  (Branch selections will appear only if a Branch number is assigned to your financial institution and associated FI branches.)  The Branch number identifies the financial institution's title plate in Harland Clarke's system.   

3. Confirm that the MICR account number is correct. The MICR Account Number box is pre-filled from the Main Menu. If this number is incorrect, retype it.

4. Click on the Account Type drop-down list and select "None." The Account Type defines the account holder's checking account type, such as Money Market, Senior Account, etc. For the purposes of this order, selecting "None" indicates that the account holder has a standard checking account.

5. The next step involves choosing the style of checks the account holder wants. This can be accomplished in one of three ways:

1. You may select a product group and product by using the two Product Selection drop-down lists. The first list contains product categories, while the second contains the products within each category.

2. Type a product code in the Product Code box. These codes can be found in the Harland Clarke Check and Accessory Catalog.

3. Click the View Catalog button to view a catalog of all checks and make a selection. Images of the check styles are displayed, making it easy to show to account holders if they are sitting at your desk. To view Harland Clarke's newest products, click the What's New button.

For this exercise, select Jeweled Elegance duplicates by entering the actual product code. Type EEDS in the Product Code field.

6. Vinyl covers can be ordered in one of two ways: 1) by selecting from the displayed drop-down list, or 2) by clicking the View Catalog button and selecting from the cover catalog. For this order, the account holder wants a basic blue vinyl cover, so click on the Cover drop-down list and select "BL-D Blue Vinyl."

7. Registers can also be ordered in one of two ways: by selecting from the displayed drop-down list or by clicking the View Catalog button and selecting from the register catalog. For this order, the account holder wants the checkbook registers, so click on the Product drop-down list and select "CB-R - Check Registers."

8. Click on the Bill To drop-down list to select the billing information for this order. In this case, select "C -  Bill Member" or "C - Bill Customer."

9. Click on the Ship By drop-down list to select how this order will be shipped. The default shipping method is "Standard Delivery - Bulk Mail." The shipping amounts listed for the other options are what will be charged in addition to the standard shipping charge. An estimate of the number of business days to produce and ship the selected product is included in the drop-down list.

10. Click on the Charge Ship drop-down list to select who gets charged for the shipping of this order. In this case, select "C-Bill Member" or "C-Bill Customer."

11. Click on the Quantity drop-down list and select 1 box (80 checks).

12. Type 1001 in the Starting Check # box as the starting check number for this account holder's order.

13. Click the Continue button to move to the Checks: Personalization page.