Legacy platform

Copying confirmed orders

A customer service representative (CSR) can copy confirmed orders if the customer wants to reorder the same items. Also, a CSR can modify a copied order as necessary to include or exclude products appropriately.

Procedure

  1. Log in to Sterling™ Call Center. The Home screen opens.
  2. Search for the order in one of the following ways:
    • In the Order panel, enter the appropriate details, and click Find Order.
    • In the Related Tasks panel, click Order Search. The Order Search screen opens. Enter the appropriate details and click Search.
    If the search results in a single order, the Order Summary screen opens. If the search results in multiple orders, a list of orders is displayed. Select the order that you want to view. The Order Summary screen opens.
  3. In the Related Tasks panel, click Copy Order. A copy of the order opens in a new tab.