Step 1: Add Customer
Add your customer by either selecting an existing one or creating a new customer at the top.
Step 2: Add Items to Cart
Add the items your customer wants to purchase to their cart.
Step 3: Open Compliance Tile
Navigate back to the Bloom Shipping & compliance tile to enter customer details.
Step 4: Enter Customer Details
Input the customer's date of birth and shipping address. If available, select their saved address from Shopify.
Step 5: Add New Address
If necessary, add a new shipping address and select the billing address to save.
Step 6: Set Preferred Shipping Date
If your warehouse accepts these you can set a preferred shipping date for the order.
Step 7: Check Compliance
Once all items are completed, click Check Compliance at the bottom to verify compliance status.
Step 8: Review Compliance Status
On the right-hand side, review the compliance attributes added to the cart, including shipping and point of sale compliance.
Troubleshooting
Compliance check fails
If the check fails the reason for failure will be displayed. Review the response from ShipCompliant and adjust the shipment accordingly.
Address not saving
Confirm that you have all fields including DOB filled out.
FAQ
What if I need to change the shipping address?
You can add a new shipping address or select an existing one. Only one address can be checked at a time
What is the preferred shipping date used for.
The preferred shipping date feature can be used to set a future shipping date for the items.