Overview:
This article explains how to place an order in Xvantage™ using a credit card as the payment method.
Process:
Log in to Xvantage.
Select the Cart icon in the upper-right corner to review the items in your cart.
Update product quantities if needed.
If an End Customer is required, select Add End Customer.
Search for and select an existing contact, then click Select.
If the contact does not exist, select + End Customer, enter the required information, and click Save.
After reviewing your items and customer information, select Proceed to Checkout.
Enter PO number, then choose a payment type.
Under the Payment Method section, choose Credit Card.
Choose an existing credit card or select + Credit Card to add a new card.
Select your preferred fulfillment method:
Choose a Shipping Method, Shipping Address, and Carrier, or
Select the Pickup option, if available.
Review the order details and select Place Order to submit the order.
Notes
Ensure all customer, payment, and shipping information is accurate before submitting the order.
New credit card information must be saved before it can be used for checkout.
Available shipping and pickup options may vary by product and location.