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| Table of Contents | ||
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Change Log
| Date | Change |
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| 07/24/2013 |
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Introduction
The Back End Order Entry (referred to as BEOE hereafter) is a web application allowing merchants to enter orders for customers. It is commonly used for phone and email orders and is popular among call centers.
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| Panel |
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Operations → Order Management → Tools (section) → Back End Order Entry |
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Manually Add Order |
Requirements
You need a modern browser to use this web application properly.
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1 & 2 are required to use the BEOE.
| Info |
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#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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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.
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As you type, the BEOE will search for matching items. A list will appear below the field with a relevancy score and description. Click on an item from the list to select it.
| Tip |
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Hitting enter in the Item ID field will add the item with a default quantity of 1. This is a quick way to add an item. |
Adding Multiple Items at once
To add multiple items at once, click the Add Multiple Items button above the Item table. From there, enter the items and click Apply.
| Info |
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This is a legacy feature from version 1. It used to be a lot quicker than adding a single item one at a time. It's not so much anymore. The single add is much faster. You may use the multiple add field if you like, but it's not a tremendous time saver. |
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Item Search
Item search provides "look-up as you type" searching for items displaying a larger table of results. This screen is useful if you have long item descriptions.
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To create an order tied to an existing customer, click the Customer Search button at the top of the screen.
Enter your search criteria and click the search button to find the customer. One or more listings (if found) will be displayed.
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Clicking an Address button will list all addresses associated with a customer profile. Click an address to load it into the order.
Address Standardization
In the Billing Address and Shipping Address section, the blue 'S' Button to the right of the Address 1 field, is the "Standardize" button. Clicking this button will open a popup window that will show the address as entered and the suggested address based on the U.S.P.S. Address Standardization API. You can use this to update the enters address to match the way it appears in the U.S.P.S. database.
The Standardize pop-up will appear like this:
Smart linking by Email
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Clicking on the link will activate the customer profile for the current order.
Creating a new Customer Profile
Creating a new customer profile is a passive act. All that is required beyond a normal order is a password. If you supply a password, then a customer profile is created when the order is placed.
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You cannot change passwords with this field. You may only establish new customers. |
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To remove a customer profile from an order, click the Clear Profile button next to the profile indicator at the bottom of the shipping address section.
SMS Opt-in
The customer can be opted into SMS for enhanced shipment tracking as well as SMS marketing campaigns and flows via Storefront Communications.
Miscellaneous Section
| Field | Description | ||
|---|---|---|---|
| SBT/Storefront | Select the SBT/Storefront with which the order should be associated. | ||
| RTG Code | If you have rotating gateways configured, use this field to assign the gateway that should be use to process the order. (If not selected, the gateway will be selected based on the traffic allocation or item level assignment.) | ||
| Advertising Source | If applicable, select the advertising source from the drop-down list. | ||
| Affiliate Priority Code | This field is used to validate the a priority code that is provided by the customer. For more regarding affiliate priority codes, see: Merchant Links#PriorityCodeScript | ||
| Pricing Tiers | Manually assign a pricing tier pricing to the order.
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| Password | |||
| Gift Message | For gift orders, enter the gift message here. | ||
| Coupons | To apply regular coupon(s) to an order, one at a time, select the coupon code from the drop-down list. | ||
| Gift Certificate | When applicable, enter the gift certificate here. |
Payment Processing
At the bottom of the BEOE application is the payment processing section. There are a series of buttons that look like this:
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The back-end Order Entry tool is useful for troubleshooting your shipping configuration. Upon calculating shipping you find a hyperlink that will appear just below where the available shipping methods would be listed titled "Packing Solution". This link will provide you a snapshot of the underlying details used to perform the shipping estimate calculation.