Episerver Commerce icon Customer service screen

The Customer Service screen lets your order support team quickly identify and then perform common tasks on shopping cartsCommerce: A collection of products selected by a website customer, with the intention of completing a purchase. Also known as a shopping cart or basket.. For example, you can add or remove line items as well as update their quantity.

This feature is a beta release. For more information, see Beta features. Pay special attention to "Enabling Beta features" within that page.

Accessing the Customer Service screen

From the Commence main menu, click Customer Service.

Searching for carts

The Customer Service screen lists all shopping carts in reverse numerical order. Scan the screen to find the cart you are interested in.

You can also search for shopping carts by customer name or email address. To find a shopping cart using name or email:

  1. Click Open cart. The Open Cart dialog appears.
  2. Enter any part of the user's name or email address.
  3. Select the customer.
  4. The cart opens.

If no cart exists for the selected customer, an empty default one is created.

Viewing a cart

The cart screen show the following information about the selected shopping cart:

Editing carts

After you edit a cart, the cart total is recalculated. Also, if the edits affect applicable discounts for the order, the Discounts display changes.

Adding a line item

To add a new line item:

  1. Click the Add button on the left side of the screen, under any existing line items.
  2. A Search window appears. Enter a search phrase of three or more characters. Examples:
  3. Items that satisfy your search phrase appear. Select the one that you want.

    If the item is already added to this cart, a cart icon with the previously-ordered quantity appears on the search results.

  4. Enter a quantity.

    If the item was already added to this cart, the new quantity is added to the existing quantity. a new line item is not created.

  5. Click Add.

Changing a line item's quantity

To change a line item’s quantity by a few nearby numbers (e.g., from 2 to 4), use the up/down arrows next to the quantity.

To change quantity by a large amount (e.g., from 2 to 50), it is quicker to select the current quantity then type in a new one.

Deleting a line item

To delete a line item, click the delete icon to its right.

Viewing and editing discounts

DiscountsCommerce: A deduction applied to an online purchase, typically implemented as part of a marketing campaign. The discount might apply to items, shipping costs, total order amount and so on. are applied to a cart or line items if their conditions are met. For example, a discount stipulates that $10 reduction is granted if an order exceeds $100. As soon the cart's value exceeds $100, the $10 discount appears under Discounts and affects the cart total.




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Episerver User Guide 18-6 | Released: 2018-11-08 | © Episerver 2018 | Send feedback to us