webinarsclarity-ecommerce-csr-dashboard-customer-orders This video discusses the importance of allowing sales reps to enter orders in for their clients that are received by phone, email, fax, or at in-person events. Many companies take intake orders by phone, fax, and email, or at events. And when it comes time to update their eCommerce platform, 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 admins UI, clicking on new order launches the sales order wizard which steps you through the process, showing in red, any items that are required before submitting an order. The order starts with selecting the account and user the order is being prepared for on the eCommerce platform. 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, which auto-updates 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 as an invoice, although you could enter a credit card directly into the eCommerce platform iif 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. Make Ordering Easy For Everyone Whether you're allowing customers to self-serve or having sales reps put the order in, having the right eCommerce platform ensures it goes smoothly. Schedule A Demo
This video discusses the importance of allowing sales reps to enter orders in for their clients that are received by phone, email, fax, or at in-person events.