Let's do it together!
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 and 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
Ensure all required fields are filled out correctly before checking compliance.
Address not saving
Confirm that you are selecting the correct billing address and saving it properly.
FAQ
Can I add multiple customers?
Yes, you can add either a new customer or select an existing one.
What if I need to change the shipping address?
You can add a new shipping address or select an existing one.
How do I set a preferred shipping date?
Use the preferred shipping date feature to set a future shipping date.