Creating a New Order with the Storefront

To place an order for a registered customer using the storefront in Customer Service Center. This order is created by the agent to 'browse on behalf of' the customer.

To use Customer Service Center and open the storefront, you must have the necessary permissions. See Setting Permissions to Browse On Behalf Of in the Storefront.

  1. Select site >Merchant Tools > Ordering > Customer Service Center.
  2. Click Find Customer.
  3. To create a customer, click Create Customer and enter the required information.
  4. To find a customer, enter a portion of the customer's name.
  5. (optional) To filter by customer number, first name, last name, email, company name, or phone click the Filter icon.
  6. From the customer record, or have identified the customer record, click Storefront.
    A new tab opens with the agent logged in as the registered customer. The agent can navigate the storefront, add item(s) to the basket, apply promotions and promotional codes, and complete the checkout process for the registered customer; the agent can't make manual price adjustments for items, orders, or shipping. Orders placed by an agent reflect Customer Service Center as the channel_type and the agent's name/login information and can be included for reporting purposes. Note that there are no out-of-the-box reporting capabilities in Customer Service Center.
    Note: You can customize the storefront session to indicate that this an agent-initiated session on behalf of the customer. Note that if the customer is unregistered, the agent instead creates a user account in Customer Service Center.
    Note: Be sure that the browser settings permit popups for this site.
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