Creating an order

A store associate can search or scan products that the customer wants to purchase, add to a cart, view the cart details, and collect payments from the customer. Additionally, the store associate can view the summary of an order and print receipts.

1. Log on to Sterling Store Engagement and switch to the Customer Service View by using the eye icon.
2. In the Find Products portlet, perform one of the following tasks:
   • Search for a product by entering keywords. The Find Products page opens. Click a product to view the details.
   • If you already have the product that the customer wants to purchase, scan the product to view its details.
   • Click the Share button to share product details through email with the customer. If the customer's email address is already available in the system, it is automatically populated. Otherwise, type the customer's email address and click Email. The product details are sent to the customer.
   • You can perform the following tasks:
     • Select one of the following fulfillment options for the product:
       • Click Available in Store if the customer can carry the product from the store.
       • Click Available to Ship if the customer can have the product shipped to a preferred address.
       • Click Available for Pickup if the customer can pick up the product from another store or from the current store at a later date when the product is in-stock. The PICKUP AT OTHER STORES pop-up opens. Choose an alternate store from one of the following tabs:
         • Nearby Stores: Stores that are closest to the current store location are displayed. Select a store and click OK to save the changes. The current store can be selected, even if the product is out of stock. The store associate will see the date that the product will be available, and the customer can retrieve the product on that date.
         • Search Stores: Search for stores from which the customer can choose a preferred store.
           1. Enter the country, state, city, and zip code to search for stores in a certain area and click the search icon.
           2. Select a store and click OK to save the changes.
     • Click + to increase the quantity of the product or - to decrease the quantity of the product.
     • Click the Edit icon next to the unit price of the product to override the price. The PRICE OVERRIDE pop-up opens.
       1. In the New Price field, enter a new price.
       2. Select the reason for the price override.
       3. Click OK to save the changes.
     • Click the Related items tab to view related products. Select a related product to view its details.
     • Click the Details tab to view variations for a product and select a variant to view its details.
3. Click Add to Cart. The selected product is added to the cart.
4. Click Checkout on the Find Products screen or in the Mini Cart. The View Cart screen opens. You can perform the following steps:
   • Click IDENTIFY CUSTOMER. The Identify Customer pop-up opens. Either search for an existing customer or create a new customer:
     • Select the Existing Customer tab for customers who have accounts.
       1. Enter the first name, last name, phone number, or email address in the Existing Customer tab to search for a customer who has an account with the store.
       2. Click Search. All existing customers with matching information are displayed.
       3. Select the correct customer.
       4. Click OK to save all changes.
     • Select the New Customer tab for customers who do not have an account.
       1. Enter the customer information including country, first name, last name, phone number and e-mail. Similarly, enter the appropriate information for the customer's shipping address.
       2. Select the Make it default billing address check box to use the shipping address as billing address for the customer.
       3. Click OK to save all changes.
   • Click the GIFT OPTIONS button or the Make this product a gift link. The Gift Options pop-up opens.
     1. In the Enter Message field, type a personalized message to be sent with the gift.
     2. In the Recipient Name field, type the name of the gift recipient.
     3. Click OK to save the changes.
   • Select the Gift wrap item check box to indicate that a product must be gift wrapped.
   • Click APPLY COUPONS. Scan the coupon and the coupon is applied to the order.
   • Click the Edit icon next to the delivery method to change the delivery method for a product. The EDIT DELIVERY METHOD pop-up opens.
     • Select the In-Store tab, if the customer can carry the product from the current store. Click OK to save the changes.
     • Select the Ship tab if the product can be shipped to the customer's preferred address. The Shipping Preferences page opens. Select the type of shipping and click OK to save the changes.
     • Select the Pickup tab if the customer can pickup the product from another store. Choose an alternate store from one of the following tabs:
       • Nearby Stores: Stores that are closest to the current store location are displayed. Select a store and click OK to save the changes.
       • Search Stores: Search for stores from which the customer can choose a preferred store.
         1. Enter the country, state, city, and zip code to search for stores in a certain area and click the search icon.
         2. Select a store and click OK to save the changes.
   • In the Quantity field, modify the quantity of a product as required. Press the Tab key to save the changes.
   • Click the Edit icon next to the unit price of a product to override the price for the product. The PRICE OVERRIDE pop-up opens.
     1. Enter the overridden price in the New Price field.
     2. Select the reason for the price override.
     3. Click OK to save the changes.
   • Click Scan In-Store Item to add in-store products to the cart. The product scan field is displayed, which can be used to scan the in-store products.
   • You can associate important information in the form of Notes. Click Add Notes. The Notes pop-up window opens. You can see the number of notes and notes logged automatically or entered manually. In the Add Note box, enter an appropriate note and click Add. The order is updated with the notes. You may click Close to close the window.

   Anytime after you checkout a cart and before you process the payment, you can cancel an in-progress order. Customers may change their minds and ask you to cancel an order or you might decide to re-create an order and delete the current one for some reason. In all such scenarios, click Cancel to delete the order. The order is deleted and the Home screen is displayed.

5. Click Continue. The Capture Payment screen opens. The customer's billing address and default payment methods are automatically considered. Perform the following tasks:
   1. Select a payment method from the Select Payment Method list.
   2. Enter the appropriate information for the payment method that you select.

      Table 1. Payment method details.

      Payment method	Details
      Check	Enter the Check Account Number, Routing Number, Check Reference, and amount to be charged to the account into the appropriate fields.
      Credit Card	Select the type of credit card from the accepted credit cards menu, fill in the name, Security Code, Expiration Date, and amount to be charged to the credit card.
      Customer Account	Enter the Account Number and amount to be charged to the customer account.
      Debit Card	Select the type of debit card from the accepted debit cards menu, fill in the name, Security Code, Expiration Date, and amount to be charged to the debit card.
      Other Payment method	Enter the Payment Reference and the amount to be charged to the other payment method.
      Pre-Paid	Enter the Transaction Number, Tender Type, Register Number, and amount that was pre-paid.
      Refund Check	Enter the Check Account Number, Routing Number, Check Reference, and amount to be charged.
      Stored Value Card	Enter the Payment References and amount to be charged to the stored value card.

      You can click Add another payment method to add a new payment method to the current order. Enter the appropriate information for each payment method that is associated with the order.

   3. Click Save to save the payment method.
   4. Click Pay to process the payment. If the payment is successful, the Payment Successful pop-up opens. Otherwise, an appropriate failure message is displayed.
6. Click View Order Summary. The View Order Summary screen opens, which displays the complete order details. You can perform one of the following tasks:
   • Click Print in the Receipts panel and use the native print options to print a receipt for the customer.
   • Click Email in the Receipts panel to e-mail a receipt to the customer.
     1. Enter the customer's email address.
     2. Click OK to send the receipt.
   • Click Done to return to the Home screen.

   Note: During Order Creation and Quick Checkout tasks, if a SKU has default ProductClass configured the Order creation and availability inquiry is performed using that ProductClass.