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How do I create a new order?

To create a new order, follow these steps:

1. On the Optimizer home page, click the Create New Order button in the My Orders table.
2. In the Name your order box, type in a name for your order so you can track it and identify its contents.
3. In the Locate your customer list box, click Browse to locate the file you wish to upload on your computer. When you�ve selected your file, click Continue.
4. On the Verify Field Matches screen, review each column to ensure Optimizer correctly identified its contents. If you wish to change a column heading, use the drop-down menu to select the appropriate heading. When you are satisfied that all column headings are accurate, click Continue.
5. Optimizer enables you to select five additional columns of data fields to retain in the D&B customer information file it returns. On the Identify Optional Columns screen, you are able to select a field heading from the down-down list to retain the column. If you do not wish to retain additional fields, do not select a field heading. Click Continue.
6. On the Review Order screen, you have the opportunity to review your order specifications. If you are satisfied, click the Submit Order button.
7. You will be returned to the Optimizer home page, where you will see your new order in the My Orders table.