Instructions

Welcome to the custom order page! You can place orders for customers using the following form. Please review the instructions below first. If you have any questions, do not hesitate to give us a call at 877-753-6631.

 

Step 1: Order Form

  • Order Details
    In the Order Details box, enter the products/services being purchased. Keep this simple and short (64 characters long max).

  • Phone Orders
    If this order was already placed over the phone, select “Yes” in the dropdown.

  • Add to Cart
    Click the “Add to Cart” button to proceed to step 2.

 

Step 2: Cart

  • Price
    When the cart appears, the custom order will be set at $0.00. Please enter the total quoted by an RL Food Testing Laboratory representative and click the “Enter” key.

  • Free Checkout
    This option will appear when the price is set at $0.00.

  • Pay with Card
    This option will appear once you enter a price for the order. Click this to continue to step 3.

 

Step 3: Checkout

  • Billing Details
    You will be asked to enter the following information:
    • Email
    • Name on Card
    • Phone
    • Company (optional)
    • Address Line 1
    • Address Line 2 (optional)
    • City
    • Country
    • State
    • Postcode

  • Payment Details
    Please enter the customer’s payment information, including:
    • Card Type
    • Card Number
    • Card Expiry
    • CVV
Once complete, click the “Pay” button to proceed to step 4.

 

Step 4: Order Confirmation

Once the order is complete, you will be sent to an order confirmation page. The customer will receive an automated email from Roger Legg with informational links and a promise that an RL Food Expert will contact them in 24 hours to start their order processing.

 

Step 5: HubSpot Deal

Please enter the customer information into HubSpot.

  • Create a “Deal” for this order.
  • Assign the “Deal” to the appropriate business owner.
  • Add a ‘Task’ for follow-up within 24 hours.

Good job! Now, let’s make this deal happen!!!