The following steps are required to set up the Multichannel Sales Center:
- Publish a store with advanced order capabilities.
- Install the Multichannel Sales Center on the Customer Service Representative's (CSR) machine.
- Configure event-driven payments.
- Define the shipping mode.
- Create the fulfillment center.
- Create users.
- Assign users to CSR and Customer Service Supervisor roles.
You can also complete the following optional setup tasks:
- Enable order blocking.
- Create tickler reason codes.
- Create tickler action codes.
- Create price override reason codes.
- Create price override limits for shipping.
- Create price override limits.
- Add business channels.
- Set up quote expiry periods.
You can administer the Multichannel Sales Center with the following tasks:
- Resolve system generated order blocks.
- Run Business Intelligence reports.
- Manage business accounts.
- Create merchandising associations.
- Assign users to member groups.