Admin – CSR Dashboard Customer Orders Video Transciption

Many companies take intake orders by phone, fax, and email or at events, and when it comes time to update their eCommerce platform, they want to allow their customer sales reps to go in and process orders on behalf of their clients. This video will cover that functionality.

From Clarity Admin's UI, clicking on new order launches the sales order wizard, which steps you through the process, showing in red any required items before submitting an order. The order starts with selecting the account and user the orders being prepared for. The predictive auto-fill populates any information that matches as you type. Next, you create a new cart or use one that your customer has already created. To begin shopping, type in any part of a product's name or SKU in the quick filter, add items to the cart, and set the quantity, auto-updating the cart in real-time.

Step three allows you to select a billing address from a client's address book or enter a new address if one is provided. Then you assign the shipping location or locations depending on whether or not split-shipping is enabled, then estimate and select the shipping method.

Steps four and five are optional, allowing you to insert any private or public order notes followed by attributes. Finally, you finish up with payment processing, which will process like an invoice, although you could enter a credit card if one is on file in our PCI compliant wallet or the client is on the phone. As the order is processed, the platform automatically sends a confirmation email and invoice to the client, confirming and completing the process. If integrated, the order would be automatically pushed to your ERP for fulfillment. Thanks for watching.