Process Overview: Orders

Note: This is exclusively available for Commerce users.​

Configuration

Inquiry and Order permissions in the Commerce portal depend on whether the user belongs to a Customer or Prospect Account. Based on ERP processes, sales managers can assign appropriate permissions for prospect/customer accounts to control cart behavior. Users can now better organize and manage incoming inquiries and orders, to optimize sales follow-up processes. 

With these features made available, permission to inquire and/or order within the Commerce portal may be assigned based on the user’s Account. For example, existing customers can be allowed to both inquire and order, while prospects may only browse and inquire.

Use case example: Customer Account 

Below are examples of a commerce user that belongs to a Customer Account. Referring to the configuration settings where "Inquiry" and "Order & Checkout" options have been made unavailable, these features will be hidden upon logging into the Commerce Portal. 

When the features are toggled and made available, the commerce users will be able to view those features upon logging into the Commerce Portal. 

Placing Orders

Introduced in 21/02, orders are now accessible to sales representatives to complement the account 360 information available in CRM, allowing sales representatives to get a better understanding of the entire online buying history. 

User(s) can search for a product via product name or ID on the search bar. Then, click on the 'Add to Cart' icon. Once the product(s) have been selected, click on the Cart icon on the right-hand side of the Commerce Portal.

By default, the selected item quantity is set to 1. However, the user(s) may configure the quantity here then click on the Checkout icon.

For more information on the Checkout Process, please refer to 'Process Overview: Checkout Process'.

My Orders

By clicking on ‘View’ on the respective order item, the user can review a previously placed order:

Orders Placed by Others

If the current user is assigned the 'Business Administrator' role (for more information, please refer to 'Commerce User Management' ), orders that have been placed by others can be reviewed by clicking the respective tab on the Order History page:

For more information, please refer to 'Process Overview: Business Administrator Review'. 

Order History

The Order History can be accessed by a floating action button or from the user profile:

On the order history screen, the user can apply certain filters (for instance by date and status) and access orders placed by the user(s).