Create an account and place an order

Create an account and place an order

Applies to: Direct Supply solutions and resources noted; steps may vary by product.

Overview

This article explains how to perform create an account and place an order in the context of Ordering, Shipping & Returns.

Prerequisites

• Appropriate role/permissions for the action
• Access to relevant Direct Supply site or tool (e.g., Store, TELS, Designer Link)

Steps

1. Open the page or module for create an account and place an order.
2. Complete required fields; validate selections or attachments.
3. Save or submit for approval, as needed.

Verify

• Confirm expected results (e.g., order status, report output, saved settings).
• Check any downstream outputs (e.g., quotes, PM tasks, invoices).

Troubleshooting

• Review validation messages and correct data.
• If issues persist, capture screenshots and contact Support.

Note: This demo content is structured to showcase Zendesk features.