Process: Place order for customer
Flow
Objective
Place an order on behalf of a customer.
Description
The process allows a Customer Service Representative to take an order from a customer and place it on their behalf. It involves determining what the customer wants to purchase and placing the chosen items from the catalog into a shopping cart. It also involves collecting, if necessary, and entering shipping choices, and shipping addresses, as well as managing availability choices.
Before submitting an order for processing, the customer needs to provide the store with billing address, shipping address, and payment information. This information is stored for a registered customer. If there are any backorders, customers can choose one of the three Available to Promise (ATP) methods to manage it. If there are any predefined discounts, they are automatically applied to the order. Customers can also choose to redeem any available coupons. Such deductions are displayed in the order-summary page for the customer to view.
Features
- Do not ship until all the ordered items are available.
- Ship the available items first, and then ship the backordered items when they become available.
- Only ship the available items, and drop the backordered items.
- Multiple shipping methods support.
- Multiple shipping addresses support.
Edition
Enterprise, Professional
Subprocesses
Tasks
| Task | Description | Role |
|---|---|---|
| Add product to shopping cart |
Adds the selected items to the shopping cart |
Customer Service Representative |
| Find products for customer |
Find products for the customer that will be added to the shopping cart. Products can be found using a fuzzy search by either product name or SKU. |
Customer Service Representative |
Business artifacts
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