Next-generation platform

Modifying charges, overriding price, applying coupons, and updating gift options

You can view and modify the charges for the order or individual order lines and also override the price of products in an order. You can override the price only for newly added order lines. You can also edit an order to apply discount coupons.

Procedure

  1. Log in to Sterling Store Engagement.
  2. To search for orders, use either of the following methods:
    • From the application menu, select Customer service to search by using the Find order portlet.
    • Click the search icon on the status bar and select the search type as Order to search for orders globally from any page.
  3. Enter or scan the order number that you want to modify. Alternatively, use Advanced search to search for the order by using the customer details. For more information about finding orders, see Finding orders.
    The Order summary page opens.
  4. Click Edit.
    Note: You cannot modify an order that is already canceled, shipped, or carried.
    The Edit order page opens.

Overriding the price of a product in an existing order line

  1. Click the amount link under Item total for the existing order line that you want to modify.
    The Add/Modify product total window opens.
  2. Click the Subtotal link. The Add/Modify product total > Price override window opens.
    1. In the New price per unit ($), enter the updated price.
    2. From the Price override reason, select the reason for updating the price.
    3. In the Notes field, enter additional information, if required.
    4. Click Apply.

Adding charges and discounts to the product total

  1. To add new charges, such as installation charges, or discounts, such as appeasement discounts, click Add charges in the Add/Modify product total window. The Add/Modify product total > Add charges window opens. If the order has some charges already applied, the Add/Modify product total > Modify charges window opens.
    1. Select the Charge category, Charge name, and Amount.
    2. Under Applied to, select Per line or Per unit based on your requirements.
    3. The Notes field is automatically updated to display the charge and amount added. You can edit the note to add more details.
    4. Click Apply and Close.

Removing charges and discounts from the product total

  1. To remove the charges or discounts that are applied to an order line, click the charge or discount/coupon links under Total charges or Total discount in the Add/Modify product total window. The Add/Modify product total > Modify charges window opens.
    1. Click Remove.
    2. In the confirmation message that is displayed, click Remove.
    3. Click Close.

Modifying the order total

  1. To view the breakup of the order total and to add or modify charges, click Order total in the panel at the bottom of the page.The Add/Modify charges window opens. The total price of all the items in the order along with taxes, charges, and discount is displayed. You can add or remove order level charges and discounts.
    1. To add new charges, such as installation charges or appeasement discounts, click Add charges.
    2. Select the Charge category, Charge name, and Amount.
      Note: You can add a specific charge only once.
    3. The Notes field is automatically updated to display the charge and amount added. You can edit the note to add more details.
    4. Click Apply and Close.

Applying coupons

  1. To apply any gift coupons or vouchers to the order to help the customers avail discounts, click Coupons applied. Scan or enter the coupon code. The total discount applicable as per the coupon is shown.

Updating the gift options

  1. To mark an item as a gift and to add a message to the recipient and to have it gift wrapped, click Gift options in the specific order line. To mark the entire order as a gift, click Gift options in the panel at the bottom of the page.