Shopping Carts
- William Camargo (Unlicensed)
- Susanna Romanelli (Unlicensed)
What is the Shopping Carts section about?
Online shopping carts enable customers to purchase multiple different products at once. In the Shopping Carts section, users can:
Create new Shopping Cart orders
Check the Shopping Cart purchases.
Where is the Shopping Carts section located?
Log into CRM and go to the left-side menu
Scroll down and click on Shopping Carts.
What on the Shopping Carts page?
On this page, users can look up shopping cart orders and also verify what is the campaign from which the order was generated
At the top of the page, multiple filters are available, even though by default just a few of them are displayed (see below example):
Add New Search Filter button
More filters are available, to narrow the search, by clicking on the Add New Search Filter button, a tab will pop up, and more filters can be selected and added to the page (see the below example):
How to place a new shopping cart order by using the + Create New button
By clicking on the Create New button, the user is redirected to the Place Order | New Order page, where a new order can be placed while the customer is on the phone.
What is the Place Order | New Order page for?
The Place Order page is where users can create an order, for example, for a customer that is on the phone.
The user just needs to fill each section, of the page, with the customer’s details and click on the Place Order button, located on the right side of the page.
New Order section
In this section, the user needs to set four fields (see the below image)
Campaign: users need to select the correct campaign, which will then allow selecting the product requested by the customer. By typing on the field, the first three letters on a scroll-down menu several campaigns will be displayed
Country: Select the country of the customer’s shipping address
Behaviour: there are two types of order behaviors Test and Real. Therefore, unless users are testing a campaign, they should be always selected the option Real.
Coupon Code: add the coupon code if available
Products section
In this section, the user needs to choose:
The type of product, to be picked within the drop-down list provided. The list of products is enabled ONLY after the user has selected the Campaign on the Order Information section (see the below example)
The type of Shipping and Handling fees that are going to be applied to the order
and then click on the Add button on the right side of the S&H field
and the product will appear on the page as per the below example:
Warranty section
Select from the field if the user would like the 10% Warranty or not
Customer Information section
In this section, it needs to be added the customer email address.
Please note that if the customer has already placed an order with the company using the email provided, the Shipping and Billing address sections below will be automatically filled.
For example, by clicking on the Select Address field in the shipping address section, will be displayed all customer’s shipping addresses previously used that the user can choose from (see below example)
Shipping Address section
The user needs to fill in all the below customers' shipping address information
Billing Address section
By default, the Billing Address is the same as the Shipping Address.
By switching OFF the toggle Same as shipping address, the user can manually fill in all the customer billing information
Payment Information section
In this section, the user needs to fill up all the customer’s Credit Card details, such as:
Please note that PayPal is not a payment provider that can be used to place orders on the phone on the New Order page, but ONLY the four types visible on the UI are supported
and ultimately, click on the Place Order button
The order will be generated, and the user will be redirected to the Orders page, where he can find the order number and access the order page.