Quick answer: open the proposal in Pedidos (Orders), approve the mockups and click Prosseguir para confirmação do pedido (Continue to order confirmation). Review products, payment, delivery and invoice and click Aceitar e confirmar (Accept and confirm).
Before you start
- The terms (payment, installments and delivery) are agreed with your gifting consultant. If something doesn't match, talk to them before accepting.
- Have the company's billing details at hand.
Confirm the order
- In Pedidos, open the proposal that needs your approval.
- Review and approve each product's mockup. You can approve them one by one or all at once.
- Click Prosseguir para confirmação do pedido.
- Review the document: products, quantities, amounts, the payment terms with installments, the delivery and the plan. The timeline shows the next steps.
- In Nota fiscal (Invoice), check the billing details. Use Alterar (Change) to correct them and, if needed, Adicionar observação (Add note).
- Read the terms and click Aceitar e confirmar.
Note: if the consultant updates the terms while the screen is open, confirmation stops. Click Revisar pedido atualizado (Review updated order), check what changed and only then accept.
After confirming
The screen shows the next step. With upfront payment, production starts after payment. With other terms, it proceeds after confirmation.
What you can't change on this screen
| Topic | What to do |
|---|---|
| Payment terms, method or date | Agree with your consultant |
| Logistics or delivery date | Agree with your consultant |
| Company details (CNPJ, legal name) | See Update your account and company details |