Steps in the screenshots correspond to the numbers in the headings.
This document will cover what happens when a customer goes to purchase something in the ATS Store and instead of creating an account, chooses the "continue as guest" option.
The customer has gone into the ATS Store and purchased a new item. When it comes time to checkout, s/he has chosen not to register an account at this time.
1. Customer enters his email and chooses "Continue as guest"
2. From here, he completes all the information for the Shipping Address:
- First Name, Last Name, Address, City, State, Zip and Email are the only REQUIRED fields.
- Of course, the customer entered his email first, so that is entered with the account.
- In our example, the customer also provided the Company name and phone number as well.
3. He continued with the remainder of the order. For shipping, he chose the ship by weight option.
4. His credit card information was entered as the payment method.
5. He checked the box to agree to the Terms and Conditions.
6. He hit Place Order.
7. All order details are on the right hand side of the screen.
8. A confirmation message is displayed with the customer's order number.
It would be great if the customer created a password to complete the account set up at this point, but it is not required for the integration to Salesforce.
9. Even though the customer did not register an account or create a password, both an account and Contact have been created in Salesforce.
If the account had not previously been set up in Salesforce, then the quote or order would show up in the CSR Home Page Dashboard under the In Queue Windows.
10. Under Accounts, if you were to look under the New This Week drop-down, you can see an account for Markey Metals.
This information was able to be populated because Garth filled in the company name in the shipping address during checkout in the ATS Store.
11. Under the account details information, you can see that this account was created by eCommerce.
12. At this point, you may need to update additional information. If discounts will be given, you need to enter those under the quoting information.
13. You can see that this customer has been set up in eCommerce, because the eCommerce Customer Group number is populated.
14. In the Account Status Drop down, change the Repair Account Status from None to Active.
15. Repair Account Terms are currently set to Pre-Pay. Other options like Pay by PO are available if the customer warrants this.
16. The ASTEA key is where you will add the customer’s ASTEA customer number and set code.
For NEW product orders that do not need to have the customer set up in ASTEA, you will enter the number 109337 followed by a dash with the customer's last name as the set code.
17. Click Save to accept the changes.
18. Even though Garth did sign in before creating the order, because he entered his email and Company Name while checking out, Salesforce found him and tied him to the order.
- The Quote or Order will show up in the Dashboard, either in the Queue (if a CSR is not assigned) or in the "My Open" windows if a CSR is assigned.
- From here you process as usual.
0 Comments
Add your comment