Steps in the screenshots correspond to the numbers in the headings.
As a Sales Rep, you have the ability to check on orders for your customers through the Big Commerce Admin Portal.
2. Enter your credentials and hit the Sign In Button.
3. The name and email of the user (IPS Sales Rep) are listed.
4. The total number of accounts associated with the Rep is shown in the upper right corner.
5. The related accounts for this rep are shown below.
6. Once you have logged in as one of the customers, you will see two changes: The Log In button will be replaced by the word selected.
7. A banner across the top will remind you that you are acting as another customer.
At the far right of the banner, you will see the Log Out button. This is the button you would use if you wanted to make a purchase for another customer after purchasing for the Sheldon, IA location.
The rest of this process goes the same as any other repair order.
8. Search for the product you need to repair.
9. Enter a thorough problem description.
10. Press the Add to cart button.
11. From here, you can continue to shop, view or edit your cart, or checkout.
In our example, this is all we want to do at this point, so we will checkout.
12. Click proceed to checkout.
- The order information page will load. Details are on the left. The Order summary is on the right. If you need to Edit the Cart in any way, you can click on the hyperlink in the Order Summary Panel (highlighted in yellow.) In our example, we will assume the order is good to go as is.
- Please note you can also add a Coupon or Gift Certificate from the Order Summary Panel.
13. The customer will default to you, the IPS Sales Rep. This is correct. Once the order is placed, it will show under the Customer information.
14. The default shipping information for the customer is populated.
15. If you wish to enter a different shipping address, you can do so by clicking on the "Enter a new address" hyperlink.
16. Shipping options include Ship on Company Account or Ship by Weight.
- To enable the "Ship on Company Account Option", fields must be turned on in Big Commerce & Salesforce.
- When choosing Ship by Weight, if a specific weight is not entered on the product record, then a flat fee of $26.95 is charged.
17. Click Continue to billing.
18. The billing address will default in and cannot be changed.
The billing address is the key component for the integration. It should never be changed.
19. The next option is to enter Payment information. Depending on how your customer is set up, you may have the option of entering a Purchase Order, Credit Card or even Pay Pal.
20. You must agree to the Terms and Conditions by clicking the checkbox.
21. As a final step, click Place Order.
22. A confirmation message comes up with the order number.
23. To continue shopping or to return to the home to logout you can click on the continue shopping button or the ATS Logo.
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