1. Find the Opportunity linked to the Account and/or Payments Onboarding Case.

1. (If you need to confirm the hardware and price customer is paying) Navigate to the Quotes within the Opportunity.

If there are multiple quotes, specifically navigate to the one that is checked in the Syncing column.

On the Quote’s page, down in the bottom right-hand corner there is a section for files. Click on one of the links to view a PDF of their agreement which will specify their hardware and hardware cost.

1. On the Opportunity Page click Order Fulfillment in the top right-hand corner. This will open a 3 page form to place the order.

1. First page of the Order form, enter the contact information and shipping address of the client. Then click Next.

1. On the next page, enter the amount and type of hardware they are receiving. If they want the ability to connect their devices via Ethernet, then be sure to indicate the number of Ethernet cradles. you can also request next-day shipping via the Shipping Method dropdown by choosing Expedited (after supervisor approval). Click Next once you are done.

1. Additional Billing Notes: If the customer is receiving a discount, indicate the amount to be charged here. It is common for new sign-ups to get at least one free reader, but double check Step 2 to ensure accuracy here. Clicking Next on this page will place the order and generate an Order Fulfillment Case.