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How to Order Products | Vendasta Tutorial | Vendasta Academy [Video]

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Marketing Platforms and CRM

How to Order Products | Vendasta Tutorial | Vendasta Academy

Take our course: https://academy.vendasta.com/

Learn to navigate Vendasta’s ordering process with this practical Vendasta Academy tutorial. Once you’ve made a sale, the next crucial step is to order the product or service for your client. Starting from the Partner Center, access the ‘Businesses’ and ‘Accounts’ section to select the client’s account and click “Order Products.” You can pick from your curated packages or individual products, followed by a review of the wholesale cost and billing information confirmation.

Upon purchase, you’ll receive an order number with details of the activated products, which auto-renew on their respective dates. If needed, products can be canceled through the account menu, with the option to note the reason for cancellation.

Special attention is given to orders for services like digital ads, which may require additional products for activation. These dependencies are essential to include for the service to be effective. You’ll adjust the wholesale spend, account for management fees, and fill out an order form that collects necessary information for service fulfillment.

The tutorial also covers fulfillment forms for orders from Vendasta’s fulfillment team. These forms are crucial for providing service details and ensuring timely delivery. Collaboration with your client is possible directly on the form, and progress can be saved before final submission.

This step-by-step guide ensures you understand the full ordering process, from selection to activation, enabling you to efficiently manage your sales and fulfillments within Vendasta.

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