Transcript Step 4 (continued)

How to Place a
Customer
Delivery Service
Order
1.
2.
Log into the Mary Kay InTouch® website.
Move your mouse over Business Tools and highlight myCustomers®.
Click on Create a Customer Order/Sales Ticket.
3.
Select New Customer Delivery Service Order or select Ship Customer
Delivery Service from your existing customer orders list.
4.
If you selected New Customer Delivery Service Order, select Find a
customer from my list OR Create a new customer.
5.
If it is an existing customer’s order, select the customer for whom you are
creating the sales ticket.
You are now ready to place your Customer Delivery Service Order!
Step 1:
Verify the customer address and other valid information to ensure it is correct. Use
the Edit option in blue to make changes. After you have verified the customer’s
information, click on the pink next button. At any time prior to processing payment,
you can change the order to fulfill yourself by clicking here in the bottom left-hand
corner.
Step 2:
Verify the customer’s order. At this step, you can add or update items, including
Gift with Purchase (GWP). You can search for products by key word or part
number. Automatic product recommendations will appear in the box under
order information. After confirming the order, press the pink next button to
continue.
Step 3:
Customize the order by adding The Look or two samplers for FREE (no charge
to you or your customer)!!! You can also include additional samplers, and other
literature at an additional cost by clicking on the links in black at the lower-half
of the page. Click the pink next button to continue.
Step 4:
• Payment is the final step.
• Determine what to charge your customer (payment for the final amount you owe Mary
Kay).
• The total in the suggested retail column does not include tax. You will need to add tax
based on your customer’s address (the tax rate is provided to assist you in calculating
this amount). If you have questions, click on the link “for information” on how we calculate
taxes. The cost to you is listed at the bottom of the far-right column. The CDS ordering
system cannot accept a payment that is less this amount. The suggested retail amount
is in the first column on the left. Print or email receipt to your customer.
* Please note you can print a copy of the customer’s receipt in a PDF or an Excel format.
* For information regarding ProPay’s Premium Account , please contact 1-800-630-8115
Step 4 (continued):
•Enter the amount you are charging your customer in the white box.
•Click Enter Credit Card if your customer is paying by credit card (ProPay Processing
fees will apply). Click Use ProPay (gray button), if you are paying with funds from your
Premium ProPay account, no processing fees will be incurred. This is a great option if
your customer is paying by cash or check.
Step 4 (continued):
• This is an example of the page that will appear if you choose to pay with
your customer’s credit card.
Step 4 (continued):
• Example of using the Credit Card Option. Click “yes” Submit this Order.
Step 4 (continued):
• This is an example of the page that will appear if you choose to pay with
ProPay funds.
Step 4 (continued):
• You will be asked once more to confirm the order. Click “Yes, Submit this
Order.”
You will receive a final confirmation that your order will be sent by
Customer Delivery Service.
Now You Are
Ready To Start
Using Customer
Delivery Service!!