For Admins:
For even more flexibility when ordering, Order Hub allows you to deposit funds and allow your members to make individual, subsidized orders from an approved list of options you've chosen-all shipped directly to them. Similar to a gift card, admins select how much they would like to spend and then the member can redeem those funds by selecting their ring of choice.
To deposit funds, select Start a Deposit. Select which style and finish you would like available to your members upon their own log in and order completion. The selections you make here will be the only ring styles or colors your members will be able to select from. Choose the cost incurred to you. You may choose to pay a percentage or dollar amount of the cost. For example, if you would like to cover the base price for certain rings, such as Heritage black and silver, enter the base price dollar amount of $299. If you selected to allow your members to choose from other rings besides Heritage black and silver, your members are able to cover the additional cost at their own checkout.
Next, select the membership term you would like to apply to all rings within this order. Enter the quantity of rings you wish to place a deposit for.
Taxes and shipping must be covered by the admin placing the order and will always be included in the deposit total. Once you have calculated your deposit total you can then add your payment information. Choose from your default payment method, or add a new one.
After payment has been successfully submitted, you can then add your members to allocate funds. For smaller orders, Enter the members information one by one, or use the Upload Members CSV file. Here you can download the CSV Template, enter the members information and reload as a CSV file into order hub to populate the information. You can choose how many rings you would like to apply to each member. You will need to upload all users before proceeding with fund allocation.
Please allow 12 hours for funds to properly allocated among your members. Each member will receive an email welcoming them to Order Hub. Under Transactions in the Billing section of My Account, you can view what rings have been allocated to your members. Currently, you are not able to view what rings were selected by your members.
For Tax Exempt orders: Once your member has placed their order, the sales order will generate taxes based on the shipping location. As an admin placing the order, you will pay taxes up front and will refunded the amount based on the shipping location of the order.
For built in discounts: When using Make a Deposit, an admin will see their hardware discount when selecting to pay a percentage of a ring cost. When an admin has selected a dollar amount rather than percentage amount to allocate, the discount will not be calculated until the member has placed their order. That discount will be applied as a credit to the admins profile and refunded monthly.
For Members:
