1. Choose a service category to filter services.
2. Select a service and review the rules (min qty, value limits, eligible years).
3. Enter quantity for the customer submission.
4. Add notes or images if needed for internal reference.
5. Review fees (handling, data entry) before submitting.
6. Submit to create the customer order and start processing.

1. Review your tier and current partner discount.
2. Check your partner rates for each service.
3. Confirm eligibility if the discount gate is active.
4. Monitor progress toward the next tier.

1. Set your customer prices per service.
2. Leave a price blank to use partner rate plus handling fee.
3. Set your handling fee to cover processing and materials.
4. Save changes and verify the prices display correctly.

The Order History tab is where partners manage customer orders and build submissions.

1. Find the right customer orders using the filters (status, date, and search).
2. Select multiple customer orders using the checkboxes to build a submission.
3. Verify the totals (qty, service, and pricing) before proceeding.
4. Choose a workflow:
   • Quick Submit for a fast handoff when full details are already captured.
   • Data Entry if you will enter each card manually on the submit card form.
5. Start Data Entry to open the submission form with your selected orders.
6. Enter cards in order to keep customer mapping accurate.
7. Complete the submission and confirm the submission ID appears for each customer order.
8. Monitor status updates as the order moves through processing.
9. Expand order rows to review mapped item rows for each customer.
10. Follow due dates to avoid delays and loss of priority.

Tip: If you leave and return, use Order History to continue the same submission.