Order management screen

The Order management 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. You can also update customer information.

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

Accessing the Order management screen

From the Commence main menu, click Order management.

Searching for carts

The Order management 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.

Note:  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:

• Cart information: number, order date, status
• Customer information: name, email address
• Forms in the cart (See Also: Structure of orders.)
  • Shipments in each form
    • Shipping address
    • Line items in the shipment

      Note:  Changes to an item's quantity can update applicable 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. in real-time.
      

  • Payments made towards cart items
  • Discounts applied. See also: Viewing and editing discounts.
• Order total
  

Editing carts

After you edit a cart's line items, its total is recalculated. Also, if the edits affect applicable discounts for the cart, 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:
   • Enter the entire SKUCommerce: Stock Keeping Unit; corresponds to a purchasable product with specific characteristics. For example, a product line of shirts has individual variations/SKUs for sleeve size, color, and collar size., for example, 44477844 .
   • Enter all or part of the item name or description, for example, boot.
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 a $10 reduction for a cart whose total that exceeds $100. As soon that is true, the $10 discount appears under Discounts and the cart total is adjusted.

Adding a new customer and cart

You can create a new customer and his or her cart from the Order management screen.

1. Click Open cart. The Open Cart dialog appears.
2. Click Create New Customer.
3. Enter the name, email, and Customer Group information and click Save.
4. The Cart Details screen appears. Here, you can
   1. Edit customer information collected earlier.
   2. Enter shipping information for the customer.
   3. Enter information about the cart's line items, payments, discounts, and so on.

Updating customer information

You can update customer information from the Cart Details screen. To do so, click the edit icon next to Customer.

When you do, the Contact Details screen appears with two tabs: Personal Information and Address Book.

Personal Information tab

You can edit the customer's name, email address, and customer groupCustomer groups are created in Commerce Manager then applied to contacts and organizations. Customer groups are common to both contacts and organizations, and you can apply them to customer segments that are targeted for marketing campaigns and customer group-specific pricing, including variants..

Address Book tab

Initially, you see all of a customer's addresses.

You can edit or delete an existing address, or enter a new one. You may designate one address as the preferred billing address, and the same or a different one as the preferred shipping address.

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