1. Inside of the Delivery account for the client go to the Delivery Options section and turn Require order to Yes.


Figure 1. Require Order option

2. Go into the Orders section of your client.


Figure 2. Orders section

3. Click “Create” to begin adding an order to this clients delivery account.


Figure 3. Adding an order

4. Give the Order a name and description that matches what the client will be receiving with this order.


5. Select the Start Date and End Date for this order if applicable
6. Select the Renewal action for this order and if you want the System to Auto charge upon Renewal.
7.  With in this Order you are allowed to set a maximum return percentage or remove the percentage completely and allow your client to return any amount of leads back tied to this order.

Figure 4. Order Details

  1. The Order ID for this new order will be generated automatically.

Adding an QTY Item to your clients order

  1. Click “Add”


2. Select “Quantity Item”


Figure 5. Adding a Quantity item
3. Select the Delivery Account this Order is to be tied to.


Figure 6. Selecting the Delivery Account

4. Input the QTY that you will be putting in for this order the system will automatically do the math for you and come up with the total price for this order item.


Figure 7. Setting the Quantity

  1. Click “OK”
  2. Click “Save”

Adding an Dollar Item to your clients order.

  1. Click “Add”
  2. Select “Dollar Item”Figure 8. Adding a Dollar item
  3. Select the Delivery Account this Order is to be tied to.Figure 9. Selecting the Delivery Account
  4. Input the Dollar amount that you will be putting in for this order. The system will automatically remove from this amount every time a lead is sent.Figure 10. Setting the Dollar amount
  5. Click “OK”
  6. Click “Save”
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