How do I make orders for customers?

If I customer can't make their own orders online, the correct way to make orders for your customers would be to use the "Order Entry" link found in the "Sales" section of Admin.epc.  You click on that link and there you see 5 options for which you can use to make orders.

1. Supplier Part Number: to be used when you know the supplier part number.

2. Our Part Number:  To be used when it's one of your part number.

3. Search Catalog:  To use when you need to search for an item by date and make in a supplier's catalog..

4. Browse Our Catalog: to be used when you need to search your catalog.

5. Sales Rep Shopping Cart (beta): We are still working on this but it's meant for your sales reps to make orders.

 

Use the links  to start an order on behalf of a customer.  These are what all your customer service representatives should be using to create orders in your store.  Starting from this point creates a new customer record for each order.  This is important for order tracking.  If you ever re-use an email address in our system, you in effect tell the system to use the same customer record again.  We use the email address as a piece of info to lookup previous customers.   Therefore if you continually enter, "sales@importedcarparts.com" you will always use the customer record assigned to that address.

 


  • 413 Користувачі, які знайшли це корисним
Ця відповідь Вам допомогла?

Схожі статті

How do I make a customer tax exempt?

Step 1 - Log into your sophio control panel. Step 2 - Go to the ADVSET field and add this tag -...

Customer Searches

You can search for customers using the Customer Maintenance link located in the administration...

Setting up pricing for a customer

To set up pricing for a customer account, follow these steps. 1) Search for the customer's...

Is my site secure?

When a consumer visits a Sophio store, they usually land on a page with an address like this:...

Ever wanted to delete a bunch of customers that you suspect as spam?

When you get customer signups that seem spammy you might notice that the zip code is usually the...