Learn how to efficiently duplicate an Affiliate Linked Order through the brokerage module. This guide focuses on repeating an Order that was created by a Template. See related articles on setting up a Template in the Customer Profile.
1. Start by navigating to the order that will be repeated.
Look up the order by using the 'global search'. Alternatively use the Main Menu. Click on 'Brokerage' and then 'Pending Orders' or 'Transaction History'.
2. The order will show the Template name at the top of the slide out screen.
3. Open the "Menu" and select "Repeat Template".
NOTE: The Template name will be displayed in the menu e.g. "Repeat Staples Order".
NOTE: "Repeat this order" in the menu, will NOT automatically attach the Affiliate to the new transactions.
4. Select one or more order dates on the calendar and then "Next".
5. Review the information.
NOTE: Reference numbers are automatically assigned, however Purchase Order numbers can be added to the transactions.
Click "Next" to proceed to the summary screen.
6. Review the order Summary and click "Confirm" to finalize.
7. To review order details, click on the order from the Summary list.
8. The linked Affiliate will be automatically added and the Template used will be displayed by the order number.
