Creating an order in the Versatile Portal

• The purpose of this guide is to provide a walkthrough of creating an order in the Versatile portal
• This guide is intended for personnel authorized to process orders through the portal
• If you require any assistance past what this guide provides, please contact Versatile Credit Customer Support
  • Email: support@versatilecredit.com
  • Phone: 866-803-3369

Overview

In the Versatile portal, orders are used to process a customer's purchase once they are approved for financing. Once the order is created, you can add the items the customer is purchasing, select a financing plan, and authorize/ fund the purchase.

If a customer applied using the portal's "Launch Application" or "Snap to Apply" features, you'll be able to create the order through the Applications tab (See the Creating an Order Through the Applications Tab section.)

If the application was submitted through a lender's website, you must manually create the order using the Customer Lookup in the Orders tab (See the Creating an Order Using the Customer Lookup section.)

Creating an Order Through the Applications Tab

1. Navigate to the Versatile Portal

2. Enter your login information and click "Sign In"

   

3. Once you're in the Dashboard, click on Applications from the sidebar options

   

4. Once you're in the Applications tab, click on the submitted date for the desired customer to access the Application Details page. Click HERE for more information on finding applications.

   

5. In the Applications Details Page, click on "Create Order" towards the top right

   

6. After clicking on Create Order, you'll be automatically taken to the Order Details page, where you will be able to process the customer's purchase

Creating an Order Using the Customer Lookup

1. Navigate to the Versatile Portal

2. Enter your login information and click "Sign In"

   

3. Once you're in the Dashboard, click on Orders from the sidebar options

   

4. Once you're in the Orders tab, click on + Create Order

   

5. In the New Order box, select the location where the order will be processed and click Next
   1. If the store doesn't have multiple locations, select the "All" location

   2. If available, do NOT use the Internet location if the customer is making the purchase at the store, regardless of how the application was submitted

      

6. Select the type of information you wish to use for the Customer Lookup
7. Fill out the information and click Search

   1. When using an account number for the Customer Lookup, include the dashes ( - )

      

8. If the customer has an open account with the lender, the account will populate, and you'll be able to select and use it to process the customer's purchase