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Use the following steps to submit an order using the Order Upload functionality.

  1. From the **Home Page**, click the **Quick Order** link found at the top of the page.

    This is applicable for base Optimizely <<product-name>> installs only. The Quick Order link may not be visible in your instance of <<product-name>>; in that case, activate the CMS and select the down arrow next to the **Home** menu. Then, select the **Quick Order** page.

  2. On the **Quick Order** page, click the **Upload an Order** link.

  3. At this point there are two options, either browse for an existing order or use the **Order Upload Template**. If using the template, use the provided instructions to prepare the order.



    If a product is listed on the uploaded template and has 0 quantity, or a blank value in the quantity column, the item is added to the cart with a quantity of 1.

  4. Click **Upload Order** to upload the existing or newly created order.

  5. View the resulting success or failure message.

  6. The products submitted should now be visible in the cart and ready for checkout.