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| Date | Change |
|---|---|
| 07/24/2013 |
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The BEOE is a web application and runs without plugins in any modern browser.
Navigate to:
| Panel |
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| Home Operations Order Management Tools (section) Back End Order Entry |
Requirements
You need a modern browser to use this web application properly.
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Permissions
There are three permissions User Permissions that govern the use of the BEOE tool.
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1 & 2 are required to use the BEOE.
| Info |
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3 #3 above is a new permission as of 7/24/13, created to address the issue of allowing a call center full access to a merchant's customer database through wildcard searches. |
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If a user lacks REST Customer Profiles, they can still link an email to a profile (this is the little chain link icon that appears next to an email). However, they cannot perform searches.
Limitations
The BEOE does not handle the following:
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Important Reminders
- Calculate your shipping! Many There are many fields that affect shipping. Before you finalize your order, consider re-calculating your shipping to ensure it's accurate.
- The BEOE does not keep field values if you navigate away from the page. If you start an order, get half way through, and accidentally hit the back button, you'll probably lose your work. The BEOE is self contained and there is no need to navigate away from the page while entering orders.
Ways to start an Order
New Order
Click When the BEOE is opened, you should be presented with a new (blank) order form. If not, click the New button at the top left of the screen to start a new orderbegin
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Clone Order
To clone an existing order, click the Clone button.You'll be presented with a search form A Search form will appear below the Clone button where you may search your orders for one and select an order to clone.
The You can search by Email, Order ID, First Name, Last Name or Company Name.
If found the Search will display a list of matching orders. You will have three actions you can take for each result. You may view the order, clone it entirely, or clone it minus items.
Order Templates
Order templates were designed to pre-populate fields quickly. They are used heavily by merchants with physical stores taking walk in orders's. The The templates allow them to fill out most fields with "in store" details and quickly record a sale.
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Creating a template is easy. At whatever point you're satisfied with the information you've entered and wish to create a template, click the Save as Template button at the bottom of the screen. Give the template a short name and you're done.
The newly created template will appear at the top of the screen as a button.
You may have up to 5 templates.
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