Follow the steps below to complete an order and assign the purchase to a learner. NOTE: If you have physical products in an order that are going to different addresses, you will need to place separate orders for the products for each address.
IMPORTANT: If purchasing a Subscription that has a workbook connected to it, this is the only time a workbook can be purchased in the Cart during the order process detailed below . The workbook will be listed in the Shopping Cart in the Add-On section below the digital LMS content.
Order Products
Click the Catalog tab and select the Browse option from the menu displayed.
2. Use the filters in the left panel of the window (i.e., Category, Delivery Method, and Language), the Search field, or the Browse All tile to search through the product offerings.
3. Select a product and on the product detail window, click the Add to Cart button.
4. On the popup window displayed, choose the Continue Shopping button to continue browsing the products available, or the Checkout button to open your cart and checkout.
Shopping Cart
The shopping cart has a wizard that walks you through the checkout process. Click the Next button at the bottom of each window to navigate to the next step in the wizard.
- In the Quantity field, enter the number of users you want to purchase licenses for. NOTE: This number will match the number of available enrollment keys that you can use later in the wizard to assign the digital content to your users.
NOTE: As mentioned at the beginning of this help topic, if there are physical products connected to the digital products you have in your cart, these are listed in the Add On section at the bottom of your Shopping Cart window. Remember, this is the only time a physical product can be purchased during the Shopping Cart process.
- For Franchises on the RevShare model, the digital LMS content is automatically discounted 100% by the system as detailed in the image below beneath the product and in the Promotional Discount noted in the totals.
- For Franchises on the Product Model, you pay for each product as noted in the system and no promotional discount is applied.
2. The next step in the wizard is selecting the contact and address for the order.
- If all products selected are digital LMS content, then you can select your default address for the order.
- If no contact is available, click the Add Contact tile and enter a new contact record.
NOTE: If you have physical products in an order that are going to different addresses, you will need to place separate orders for the products for each address and you will not be able to purchase these physical products at the same time as the digital LMS content.
3. The next step in the wizard is to select a payment option from the Payment Method field. NOTE: If paying by credit card, please navigate back to the step 2 for the Contact selection add/use a contact that matches your credit card billing address.
4. The next step will process the payment for the order. After the payment is processed, the wizard automatically navigates you to assign users with the enrollment keys purchased for the digital LMS content.
5. In the next step, you can enroll yourself by selecting the Assign Self button, or other users by selecting the Assign Users button.
6. You can use the following options to search for and select users:
- Start Date range
- Email Domain (e.g., @sandler.com, @company.com, etc.)
- Attribute (e.g., Company Name)
- Organization (e.g., by the Child Org for the user)
Multiple options to sort and filter users make it easy to batch enroll users with common search criteria.
7. Once you have assigned as many of the enrollment keys as you want, click the Complete Order button at the bottom of the window.
NOTE: Any unused enrollment keys can be used at a later date. You can locate these on your Dashboard in the Unused Key section when you first log in to the LMS. Also, from anywhere in the LMS, you can click the Dashboard button at the top-right of the window next to your Profile to navigate to your dashboard.
Need additional information on ordering products in the LMS? Click here to watch the video in the LMS.