---
title: "Make Sale Wizard"
slug: "make-sale-wizard"
updated: 2026-07-24T09:26:04Z
published: 2026-08-10T20:20:49Z
canonical: "help.idibilling.com/make-sale-wizard"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Make Sale Wizard

The Make Sale Wizard has multiple pages that vary depending on the path you are taking.

See these topics for specific help on these pages.

[Make Sale Wizard - Customer Search](/v1/docs/customer-search)

[Make Sale Wizard - Customer Search Results](/v1/docs/make-sale-wizard-customer-search-results)

[Make Sale Wizard - Customer Information](/v1/docs/make-sale-wizard-customer-information)

[Make Sale Wizard - Make Sale](/v1/docs/make-sale-wizard-make-sale)

[Make Sale Wizard - Searching the POS Product Catalog](/v1/docs/make-sale-wizard-searching-the-pos-product-catalog)

[Make Sale Wizard - POS Guided Assignment](/v1/docs/make-sale-wizard-pos-guided-assignment)

[Make Sale Wizard - Service Options](/v1/docs/make-sale-wizard-service-options)

[Make Sale Wizard - Select Existing Service](/v1/docs/make-sale-wizard-select-existing-service)

[Make Sale Wizard - Service Information](/v1/docs/make-sale-wizard-service-information)

[Make Sale Wizard - NLAD Service Information](/v1/docs/nlad-integration)

[Make Sale Wizard - [Product Name] Details](/v1/docs/make-sale-wizard-product-name-details) for Handset Devices

**Make Sale Wizard - [Product Name] Details for Non-Handset Devices**

This page is where you enter the **Equipment ID** and **Inventory Status** for the device being associated to the service.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/87493(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A11%3A46Z&se=2026-11-14T12%3A11%3A46Z&sr=c&sp=r&sig=5ZM%2B5yXB%2BW%2BQAYJlCszwEv7TtHlZe0fZ9PJOp7L3whc%3D)

Its an alternate version of the Product Detail page that supports alphanumeric Equipment IDs up to 50 characters. This supports the sale of certain serialized devices that may have long alphanumeric Equipment IDs such as wireless routers.

Some setup is required to make this version of the page display in the wizard instead of the handset version. See [Supporting the Sale of Non-Handset Devices in POS](/v1/docs/supporting-the-sale-of-non-handset-devices-in-pos).

[Make Sale Wizard - Credit Check](/v1/docs/make-sale-wizard-credit-check)

[Make Sale Wizard - Choose Add On Effective Dates](/v1/docs/make-sale-wizard-choose-add-on-effective-dates)

[Make Sale Wizard - Make Sale Summary](/v1/docs/make-sale-wizard-make-sale-summary)

[Make Sale Wizard - Complete Sale](/v1/docs/make-sale-wizard-complete-sale)

[Bulk Retail Sale](/v1/docs/bulk-retail-sale)

#### Make Sales Request Wizard

The Make Sales Request Wizard has multiple pages. The pages you see are determined by your choices as you work through the Make Sales Request Wizard.

[Make Sales Request Wizard - Customer Search](/v1/docs/customer-search)

[Make Sales Request Wizard - Customer Information](/v1/docs/entering-customer-information)

[Make Sales Request Wizard - Customer Search Results](/v1/docs/customer-search)

[Makes Sales Request Wizard - Make Sales Request for the customer](/v1/docs/make-sales-request-for-the-customer)

[Make Sales Request Wizard - Sales Request Fulfillment Type](/v1/docs/selecting-the-sales-request-fulfillment-type)

[Make Sales Request Wizard - Shipping Information](/v1/docs/capturing-the-shipping-information)

[Make Sales Request Wizard - Equifax Credit Check](/v1/docs/equifax-credit-report-request-for-make-sale-sales-request-wizard)

[Make Sales Request Wizard - POS Guided Assignment](/v1/docs/using-a-pos-guided-order)

[Make Sales Request Wizard - Service Option](/v1/docs/modifying-an-existing-service)

[Make Sales Request Wizard - Complete Sale](/v1/docs/completing-the-sales-request)

> [!NOTE]
> Note
> 
> From most pages of the Make Sale Wizard, you can use the **Actions** button in the lower left to view the Order Tree, which shows you the progress of your order.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/41295(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A11%3A46Z&se=2026-11-14T12%3A11%3A46Z&sr=c&sp=r&sig=5ZM%2B5yXB%2BW%2BQAYJlCszwEv7TtHlZe0fZ9PJOp7L3whc%3D)