Legacy platform

Adding lines to an order

After you confirm an order for a customer, the customer might want to purchase a few more products as part of the same order. In such cases, you can add more order lines to the order.

Procedure

  1. Log on to Sterling™ Call Center. The Home page opens.
  2. Go to the Order Summary screen in one of the following ways:
    • In the Order panel, enter the order details, and click Find Order.
    • In the Related Tasks panel, click Order Search. The Order Search screen opens. Enter the order details and click Search.

    If your search results in a single order, the Order Summary screen opens. If your search results in multiple orders, a list of orders is displayed. Select the order that you want to cancel.

  3. In the Related Tasks panel, click Add Lines to Order. The Add Lines to Order screen opens.

    You can do the same task from the Shipment Tracking, Payment Inquiry, and other screens as well.

  4. Associate products with the order and follow the order creation wizard.
  5. In the Payment Confirmation screen, collect payments for the additional products and click Confirm to confirm the order.