Overview:
This article walks you through the step-by-step process of placing an order in Xvantage.
Process:
Log in to Xvantage.
Use the search bar to locate the product you want to check out.
Click Add to Cart.
The selected product will be added to the Shopping cart.
The shopping cart can be accessed by clicking the cart icon located in the top right corner of the screen.
You can customize your order based on your preferences:
Add you customer: Add End customer to the order - select existing or add a new one
View of the order: Private (only you can view or edit this cart) or Shared (Anyone in your organization can view or edit this cart)
Convert to quote convert you order to Quote by clicking on Convert to quote on the top right corner of the shopping cart page.
Cart Note: add a note to the order
Line items: Review added products to the shopping cart. You are able to use Quick add by VPN or SKU and Bulk delete.
Summary: Order total price and weight
Voucher: Add voucher/coupon code or search available vouchers and click Apply
Click the blue button Continue to checkout.
Checkout page will load with this information:
Order Information: PO number (The PO Number (or reference number) allows you to track this order. It will be printed on the order documents.) and End Customer PO number (optional) (The Customer PO Number (or reference number) allows your customer to identify the order. It will be printed on the shipment documents.)
Billing Information: Payment method: Terms, Visa, Master Card, Master Card Debit, Visa Debit and Billing address.
Delivery Options:
Ship items as they are ready: If your order includes items that are backordered, the items that are currently in stock will be shipped first and the backordered products will be shipped separately at a later time, once they become available for shipping.
Wait to ship until all items are available: If your order includes items that are backordered, we’ll wait to ship until everything is available. If your order includes items from multiple warehouses, you’ll receive one package from each warehouse as they’re ready.
Shipping information: Shipping Address (you are able to add shipping notes)
Reseller and Customer information: your personal details will be visible, and you can add additional email recipients.
Select shipping service: Select carrier by clicking the blue pen icon and choose from Parcelforce Standard, Parcelforce Pre Noon, Parcelforce Saturday.
Click the blue button Place order when you are ready to proceed.