Note: This is exclusively available for Commerce users.
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.
Orders are available in the navigation bar (the entry can be hidden via the UI Profile setting if needed; refer to 'UI Profile' for additional information):
For orders that have been successfully saved in the Digital Sales Platform, but have yet to be replicated to ERP, users can select 'Send to ERP' button, to re-trigger orders.
For additional information about Commerce functionality, refer to 'Introduction to Commerce'.
Configure Inquiry and Order processes
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.