The cash register tool allows a call center representative to place a new order for a customer in the marketAgility system. The free-form tool allows the employee to look up customers, items, recently abandoned carts and past orders to craft a new order on behalf of a customer. This is often useful if a customer has difficultly placing an order on the website, or orders are received through external channels such as phone, fax or mail.
The main cash register screen displays a blank order invoice, allowing the customer service representative to add customer information and items as needed.
The find a product tool allows the agent to search the product catalog by keyword
These attributes are as follows:
| Property | Description |
|---|---|
| Keyword | A keyword for aiding it locating the desired product. Searchable product elements include name, style id, sku, keywords or description. |
Once the desired item has been located, click the add button to add the item to the working shopping cart.
Stock information is displayed in the Stock column for each item, however inventory rules are not enforced in this tool. Make sure that you consult the stock information before adding the item to the order.
The find a customer tool allows the agent to search for an existing customer (registered user) to bind to this order.
These attributes are as follows:
| Property | Description |
|---|---|
| Keyword | A keyword for aiding it locating the desired product. Searchable customer elements include name and email. |
Once the desired customer has been located, click the add button to attach the customer to the working shopping cart.
The find an abandoned cart tool allows the agent to search for an unplaced order from the website so that it can be continued in the cash register. An uplaced order is an order that was started on either the website or within the cash register and has not yet been placed. If the order has progressed to the point at which the customer has provided an email address or at least a shipping or billing first and last name, the provided fields can be used to help find the customer order.
These attributes are as follows:
| Property | Description |
|---|---|
| Name | All or part of the name used on the unplaced order. |
| The email used on the unplaced order. |
Once the in-progress order has been located, click the "Select" button to load the cart and continue its checkout flow.
The Customer information tool allows the agent to add or update the customer address. If an existing customer was used, this information will already be populated based on the default address for the customer. If not, the information can be added through the form.
These attributes are as follows:
| Property | Description |
|---|---|
| First Name | The customer's first name |
| Last Name | The customer's last name |
| Address | The address line 1 of the customer's address |
| Address Line 2 | The address line 2 of the customer's address |
| City | The city of the customer's address |
| State/Province | The state or province of the customer's address |
| Zip | The postal code of the customer's address |
| Country | The country of the customer's address |
| Phone | The customer's phone number |
| The email address for customer. |
The Payments tool allows the agent to add payment methods to the order. The Add Payment button will appear below the order totals until the Remaining Due: value is zero.
These attributes are as follows:
| Property | Description |
|---|---|
| Payment Amount | The amount that should be billed to this payment method |
| Select payment method | The type of payment method that should be used |
| Payment Fields | depending on the type of payment, this section will change |
| Card Number | The Credit Card Number |
| Card CVV | The Credit Card CVV code |
| Card Expiration | The month and year of the credit card expuration |
| Issue Number | Presented for physical payment types, this is the id number present on the check or money order. |
| Billing Address Fields | The billing address field are populated in this section |
| Same as Shipping | Check this box to copy the shipping address information into these fields |
| First Name | The cardholders's first name |
| Last Name | The cardholders's last name |
| Address | The address line 1 of the cardholder |
| Address Line 2 | The address line 2 of the cardholder |
| City | The city of the cardholder |
| State/Province | The state or province of the cardholder |
| Zip | The postal code of the cardholder |
| Country | The country of the cardholder |
| Phone | The cardholder's phone number |
| The email address for cardholder. |