How do I use the alternate ordering options?

Send orders to your sales rep using the alternate ordering options

This feature can be used where supplemental communication from your email address may be helpful in increasing order acceptance. You can generate an email with your order, copy & paste your order into an email, or download your order as a PDF, and send it directly to your individual sales rep to ensure that your order is received. 

•  The Download PDF  button will download a PDF file on your computer that you can attach to an email of your preferred email provider.

•  The Copy order button will copy your order and allow you to paste the order into the body of an email. 

• The Send as email button will open the default email client on your computer, or phone and create a new message addressed to your rep with your order in the body of the message. 

Alternate Ordering Options FAQs

• Why do I only see this for one/some distributors?
• How do I ensure that I am not placing my order twice?
• The email that I use isn't the default on my computer, what do I do?
• If I don't send the email what happens?
• Where does "Copy" put my order?
• If I download a PDF do I still need to send it?
• Did my other orders go through?
• Does Provi still send my order to my rep?

Q: Why do I only see this for one/some distributors?

A: This new feature has been turned on in cases where communication from the buyer's email address may be helpful in increasing order acceptance.

Q: How do I ensure that I am not placing my order twice?

A: Your reps are used to seeing the same order come through via multiple channels. In fact, Provi communicates orders to reps via text, email, on their Provi dashboard, and in end-of-week round-ups to ensure that orders are received.

If the distributor has Alternate Ordering Options enabled, you can choose one of the required actions to send an email to your rep. This will ensure that you are only placing your order once.

Q: The email that I use isn't the default on my computer, what do I do? 

A: If you would like to use an email other that is not the default for your computer you can: - Select copy order, open a new message in the email provider of your choice, and past the order into the body of the email or - Download a pdf of the order and attach it to an email using your email provider If you would like to set up your default email please select one of the following tutorials:   

• How to set the default email app for Mac
• How to set the default email app for Windows
  

Q: If I don't send the email what happens? 

A: Provi will still send the order to your rep as usual. However, to increase the likelihood that the order is accepted and fulfilled we recommend you send the order from your email address as well. 

Q: Where does "Copy" put my order?

A: When you select the "Copy" option the text from the order, including any deal notes, will be copied to your computer clipboard. To paste this information into an email you can right-click in the body of an email and select "Paste."

Q: If I download a PDF do I still need to send it?

A: Downloading a PDF of your order will save a copy of the order to your computer. You will still need to forward this to your rep as an email attachment.

Q: Did my other orders go through? 

A: Yes! Your orders have gone through and Provi has notified your reps of your orders regardless of if you decide to send additional emails to your reps.

Q: Does Provi still send my order to my rep? 

A: Yes! Provi has notified your reps of your orders regardless of if you decide to send an additional email from your email address. Provi communicates orders to reps via text, email, on their Provi dashboard, and in end-of-week roundups. 

If you have any questions regarding alternate ordering options, use the chatbox    in the lower right-hand corner and a Provi representative will assist you, or you can submit a support ticket with us.