Create an Order with the Storefront

The agent can place an order for a registered customer using the storefront in Customer Service Center. The agent creates the order to 'browse on behalf of' the customer. The agent must have permission to use Customer Service Center.

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 items 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 or login information. Instead, they can be included for reporting purposes. There are no out-of-the-box reporting capabilities in Customer Service Center.
   Note: You can customize the storefront session to indicate an agent-initiated session on behalf of the customer. For an unregistered customer, the agent creates a user account in Customer Service Center.

   Note: Be sure that the browser settings permit popups for this site.