Next comes the Product Order area where you can view and edit the order summary, set up monthly autoships and add a note regarding the order.

This section displays the summary of the order you have setup in the previous step in a summarized format, with the option to edit the same before you check-out to the payment options. Should you find any mistake in the order, you can change it without having to go back to the previous step.

If you are required to make changes to the initial order, click on the Edit Initial Order button below in this section to enable the editing options.

For the existing items, You can change only the Volume and Quantity for the same. If you change the value of any field for an item, click on the Update button corresponding to that row to apply the changes. To remove an item entirely from the list, click on the corresponding X icon.

The edit page is designed in a Members-view-of-Shopping-Cart format, which gives you the ability to search and add more items to the list, via the Product Search engine. When satisfied with your changes, click on the Checkout button on the Shopping Cart widget (top right corner) to proceed.

Notice that the default shipping charge has been added to the order as defined in your system. You can change the option from the drop-list below. Also, you may wish to change the date of the order before confirming the order placement. To do that, edit the date fields in the Order Date option.

Note: Make sure you have saved the changes. Give a thorough look at the Order Confirmation section before you proceed to the next step.

In this section, you can add or manage the autoship items for the person you are signing up into the system. If you have any mandatory autoship items set up on signup, it will show in the Autoship list. In order to add a new item for autoship, click on the Add an item to Autoship? link.

A new window should pop-up, where you can select the autoship item. The system auto-generates the Date of next Autoship (one month from the date of signup). You also need to select the currency type you want to display the product in. Open the Please select currency drop-list to choose.

The system will refresh the item drop-list based on the currency type you have selected. Select the item you want to add as an autoship, set the quantity, and then click on the Add Item button on the left hand side of that row. Note: If you do not find the item you are looking for, then that item is probably not set up as an autoship item in the Product Details page, or you may have selected a different currency type. For any query, contact INS Support.

You can add more items to the list in a similar way. In order to edit the quantity of an item, edit the value for it, and then click on the Recalculate / Update Optional Items button below in the section to refresh the order. You can also change the Preferred Delivery Date and Time for that item.

When done setting up the autoship recurring order, click on the Finish Order button to save the changes and to get back to the Summary page.

You will see that the item you have added gets listed in the Autoship section. To add more items or manage the existing ones, click on the Edit Autoship button below and follow the similar steps as mentioned above. You can also change the default payment method from the drop-down list.

In this area, you can add a comment or a reminder related to the order purchase or the signup for future reference. This is an optional feature, but very useful in terms of keeping a record. Type in your content in the box and click on the Continue button to save and proceed to the next step.

Note: On this page, you can view only the payment types which are enabled in the system. You need to collect the details (from the person you are enrolling) of the payment type you will be using to confirm and place the order. Make sure you have the correct details with you before you apply the changes.

Locate the payment method you want to use, enter the details of that type (provided by the user) and then click on the respective Pay By button to confirm the transaction. If you don't find the payment type you are looking for, you can enable it in Configuration > Money > Payment Types.

Lets say you want to pay by using the user's Credit Card. The system auto-populates the contact details (from the Details page) of the user, such as, Card Holders Name, Billing Address, etc. You can either edit them or just fill in the other mandatory fields and click on the Pay By: Credit Card button.

One can use a Gift Certificate to pay for the signup order. In that case, enter the Password and then click on the Pay By: Gift Certificate button.

• The person should receive the details of the certificate via email. You also need to ask him to provide you with the Password of the certificate.
• The amount in the gift certificate should be enough to cover the order. You can verify the Password in System > Gift Certificate > Summary.

• Cash: Never set this for use in the members signup; use it for admin signup only. Usually only for a will call or pickup type scenario.
• Check: Need to confirm manually, when the check is received before any product will be released, or any points will flow into the tree.
• Wire Transfer: Need to confirm manually, when the transfer is received before releasing any product, or any points will flow into the tree.
• Paypal: Paypal prohibits MLM companies from using it. Because we have it, some people like to roll the dice. If they find out you are more than a single level affiliate program, they will shut down your account and keep all the money in it for 6 months for Charge-back protection.

As an admin, you have the ability to skip the payment process and directly register the person. You can mark the order as paid and/or as shipped. At the bottom of the Payment page, check on the respective box(es) to enable this feature and then click Submit to commit to the changes.

This flexibility is provided for the basic situations as described below.

• If the person pays for the order amount by Cash or Cheque (in hand), or you do not want to charge for it, etc.
• If the settlement of the order is already made and the order has been shipped to or received by the person.
• The user paid and/or received the order, but is unable to register in the system due to certain reasons, etc.
• As an admin, you want to do a test signup to check or to learn the process, or for miscellaneous reasons, etc.

If everything goes well, you will see the Welcome! message, along with the user details. You can copy/paste the information and send it to the user. If not, no worries; the same copy will be sent to the user via email. You can change the content of the welcome email in the Email Engine.

You can choose to get a copy of the invoice and send it to the user. In that case, click on the View Invoice link to open the same in a printable format.

The invoice will open in a new tab. You can either make a print-out of the invoice or save the file on your computer and send it to the user via email.