Commerce Service Center includes a view of your company’s product catalog, which can contain any number of categories, products, and items:
Categories organize your company’s products into logical product groups, such as Bikes and Accessories
Products represent the actual goods available for sale on your site, such as a mountain bike, a shirt, or a gift certificate
The items or SKUs (Stock Keeping Units) represent different versions of the same product. For example, a shirt might have several different SKUs associated with it to represent different sizes and colors. When a customer purchases a product, they actually purchase the SKU that represents the product’s attributes, such as a red, medium-sized shirt
Sites, if configured for your environment, will contain specific catalogs or price lists
When you add an item to a new order, you add the SKU number for the item to the order. If you do not know the SKU number for the item, you can conduct a search for the item. Commerce Service Center provides a search feature that allows you to search for the item by site, SKU number, price, category, description, or a combination of these. Note, however, if your site uses price lists, you can select a single price list to be used in the current order for a list of all price lists. If you are working with a site that belongs to a cart sharing group, the price list selection will apply to all sites in the site group.
Note: If your environment is using multiple sites, and you change the site context while working within a cart that is shared between sites, the current order will be re-priced and any items that cannot be priced will be removed from the cart. Changing the site context may also affect promotions that are available. If site context is changed while working within a cart that is not shared with the current site, a new order will be created.
Selecting a Catalog
If your environment has been configured for multiple sites, catalogs will be associated with these sites. Use the Catalog Picker to select the catalog to use for the order. Note that there may be multiple catalogs associated with a shared shopping cart.
To select a catalog from the shopping cart site picker, use the drop-down menu to select a catalog. Click the Select Another Catalog link to access the Catalog Picker.
Enter a keyword or a start or end date to search for other catalogs.
Choose the catalog to use by clicking the Select link and click Close to exit the screen.
Adding Items Using the Product or SKU ID:
Open the Customer page. Enter the customer information as outlined in Working With Customers. Ensure that the customer is active, and is displayed in the page header.
Note: You can continue to create the new order without entering the customer. Some price lists are tied to the customer profile, so you will get the correct list only if you have selected the customer.
Open the Order page and select Products. The Product Catalog screen appears.
Click Add Products by ID.
Enter the Product or SKU ID for the item. Note that you must enter the complete Product or SKU ID for the item.
If you entered a Product ID number, a pop-up window appears with the product information. Select the product to add by entering a quantity. Click OK to return to the Add Product by ID page.
The product information will be added to the Add Product by ID page.
To add an item to the order using the SKU number, enter the SKU number and the quantity. The product information will appear on the Add Product by ID page.
Note: If you do not know the SKU number for the item, you can search for the item, as described in Searching For and Displaying Orders.
Repeat steps 4 through 6 to select additional items to add to the order.
Note: From the New Order page, you can change the quantity for any item in the order or remove items from the order.
Click Add To Cart.
To change the quantity for any item in the order, in the Order Summary section type a new numeric value in the Quantity text box for any SKU and then click the Update Quantities button.
To override an item’s cost, enter a new numerical value in the Final Price field that corresponds to the item, and click Update.
Note: You are overriding the cost for the total quantity of the item. For example, if the customer has ordered two identical bikes for $2,000.00 each, and if you want to offer the bikes for $1800.00 each, you need to replace the 4000.00 with 3600.00 in the Final Price field for the item.
To remove an item from the order, click the Remove Item button next to the item you want to remove.
When you are done adding items to the order, click Add Shipping Information to specifying the order’s shipping information.
Working with Cross-Sell Items
When you create an order, the order contains a Cross-Sell panel that lists all products that have been indicated as cross-sells for any products in the current order. You can use this panel to get additional information on a cross-sell product, or to add the cross-sell product to the order.
If you are using a multisite environment, following a link from a cross-sell item list may change the site context to the site associated with the cross-sell item.
Using In-Store Pickup
Commerce Service Center can be configured to use in-store pickup, which allows the customer to go to a store near them and pickup the merchandise.
When you are working on a product page, if in-store pickup is enabled, you will see the Pickup In-Store button. This button appears for:
SKUs that have been configured as eligible and are not online-only
Only one SKU at a time
If the SKU meets the criteria, the In-Store Pickup Locations window will appear. This window allows you to search for stores that are local to the customer that have the requested SKU.
Enter the country where the customer would like to pick up the item.
Enter either the postal code or the city and state to search.
Use the drop-down menu to enter the search radius. For example, entering < 10 miles will search for stores that are less than ten miles from the zip code or city and state you entered. Note that these distances are estimates and apply only to stores local to the postal code or city and state that you’ve provided.
The search result displays the stores and their inventory of the requested item. If your system has been configured to not use a specific location provider, when you click on Search, all stores and their available inventory will appear.
Note: Some stores may display an ATP date. The ATP date is only informational, you cannot add ATP items to the cart.
Select Add to Cart of the desired store. This adds the item to the shopping cart.
Note: When you are working with multiple quantities of the same item, and you select a store that contains less than the total number of the quantities required for the order, you must perform steps 1 through 4 again to add the remaining quantities.
A message will be displayed when the item is added to the cart.
Once the SKU is in the shopping cart, it cannot be edited. To make edits, you must return to the product page, make the modifications, and then return to the shopping cart and delete the original entry.
When you continue with the order, you can select the stores that are specifically selected for items within this order. If you are shipping to multiple destinations, select the Deliver to Multiple Places link. Items that are part of an In Store Pickup Shipping Group, can be returned if they are not part of a Pay In Store Payment Type.
The Shipping Method page displays an Authorized Recipient field. This is the name of the person who is authorized to pick up the item at the store.
The Billing page will display the Pay In Store payment type and the amount that will be required when the authorized recipient collects the merchandise. Note that items that have a payment type of Pay In Store will not be available for returns.
Making an Order Adjustment
Use the Add Order Adjustment link to make a manual order price adjustment to the whole order.
Select the Add Order Adjustment link.
Select a reason for the adjustment.
Indicate if the modification in a debit or a credit.
Provide the amount the entire order will change.
Enter additional notes as necessary.
For example, to provide free shipping to a particular customer, enter the reason as “Shipping”, indicate that this is a credit to the account, and then enter the cost of the shipping.
Note: Shipping costs are not calculated in the Shopping Cart, so you will not see a shipping cost after completing the shipping component of the order.
