To allow a Customer Service Representative to work with an order.
Customer service representatives can place new orders, modify existing orders or cancel existing orders.
You can add, change or suppress how elements display by configuring the properties.
Task | Description | Role | Demo (store) | Demo (tools) |
---|---|---|---|---|
Find order | ||||
Gather information from customer | Customer Service Representative | |||
Work with payment instructions | Customer Service Representative | |||
View order | ||||
Save as quote | Customer Service Representative | |||
Find order | ||||
Clone order | Customer Service Representative | |||
Work with charges | Customer Service Representative | |||
Inform customer of order number | Customer Service Representative | |||
Work with payment instructions | Customer Service Representative | |||
Work with order attributes |
A Customer Service Representative sets attributes which apply to the order as a whole as opposed to the line items. |
Customer Service Representative | ||
Save shopping cart |
If desired, click on the "Save shopping cart" link |
Customer Service Representative | ||
Submit order |
The customer submits an order for processing. The credit card number is validated before the submission is successful. |
Customer Service Representative | ||
Cancel order |
Update the order state to canceled (X). |
Customer Service Representative |