As a store associate, you can add products to cart and place an order on behalf of the
customer.
About this task
You can add products to the cart by any one of the following methods:
- Check out a product directly by scanning it or entering the product code. By default, the
product gets added to the cart as a Carry order if
Allow Cash And Carry Lines is
selected while creating an order entry type. For more information about order entry types, see Creating an order entry type. You can change the delivery
method in the View cart page.
In case of serial-tracked products, you can
add multiple units of the product to the cart by scanning a single serial number. check
isCashAndCarryAllowed
- Search for a product and confirm the availability of a product. If the product is available for
the delivery method that the customer prefers, you can place an order for the product on behalf of
the customer.
To add a product to the cart, use any one of the following procedures:
Procedure
- By using the Check out portlet:
From the
application menu, select Customer service. In the Check
out portlet, scan a product or enter a product code. The product is added to the cart
and the View cart window is displayed with the product added as a Carry
order.
- By using the Find products portlet:
- From the application menu, select Customer service. In the
Find products portlet, search for the product by scanning the product or
entering a keyword. For more information, see Finding products.
- In the Product details page, check the availability of the
product for the specific variant and delivery method that the customer prefers. For more
information, see Checking the availability of products.
- Select the delivery method based on the preference of the customer.
- From the quantity list, select the number of units that the customer wants to
order.
- Click Add to cart.
The cart icon is updated to
show that the product is added to the cart. You can click the cart icon for a quick view of the
products added to cart.
- If the customer wants, search for other products and repeat the steps to add it to the
cart.
- After all the products are added to the cart, click
Checkout.
Note: In case of serial-tracked products, you can add multiple units of the product to the cart by
scanning a single serial number. In this case, only one order line in the cart will have serial
number information and the remaining units of the product will not have serial number
information.
Results
The View cart page opens displaying all the products that are added to
the cart along with the delivery method, quantities, item and order totals, and additional details
such as the customer details, payment options, gift options, and coupons, if any, to apply.
