Orders can be created by using the +Create Order button on the Client Portal dashboard or by clicking the 'Orders’ tab on the Client Portal menu and then selecting + Create in the top right hand corner.
Fill out the form with all of the required information. If the desired information does not appear in a dropdown menu, use the field's case-sensitive search function. All required fields are marked with *.
Client - The umbrella account in which all associated Users, Consumers and Brands belong.
Brand / Product Line- The BR-XXXXX number and name of your brand.
Consumer Type - The end-customer information fields.
Use Existing - An existing consumer whose information already exists within the system.
Create New - A new consumer whose information will need to be entered.
Product Type - The type of product that will be added to the order.
Supplement Packs - Predesigned packs of multiple supplements.
Individual Supplements- Pills that have not been bundled into packs and will be added one by one.
Creating Personalized Orders
When adding an ‘Individual Supplement’, click the encircled + button that appears beneath the Product Type option.
Select the desired supplement from the dropdown menu or use the case-sensitive search function to truncate the list.
Next, select the Serving Size.
The Serving Size determines how many (1 or 2) pills will appear in a single pouch.
Then, select the Time of Administration.
Starter tier clients must choose one uniform Time of Administration (Morning) for each supplement. This ensures that a standard 30 pouch order will be created.
Applying 2 Time of Administrations to a single order line will create a 60 pouch order. Please Note: Using more than one Time of Administration per order line is only available to Professional or Enterprise tier clients.
An example of a 60 pouch order:
Supplements 1, 2 and 3 set to Morning. These supplements will be packaged together in the odd numbered pouches.
Supplements 4, 5 and 6 set to Evening. These supplements will be packaged together in the even numbered pouches.
Once an Individual Supplement has been added click the encircled + button again to add another.
No more than 8 supplements can be assigned to a single Time of Administration. For example:
If Supplements 1, 2, 3, 4 ,5 ,6, 7 and 8 all have a serving size of 1, this will total 8 pills in the Morning pouch.
If Supplements 1, 2, 3, 4 ,5 ,6, 7 and 8 all have a serving size of 2, this will total 16 pills in the Morning pouch, and will cause the order to fail.
If the serving size of any Individual Supplement exceeds the 2 pill option, a separate product line with the same supplement must be added. For example:
If you want to have 4x Supplement 1, you must add the product twice and have each Serving Size set to 2.
When all desired supplements have been added, click the Submit Order button to finalize your order.