The associate can look up the shopper’s profile by:
First Name
Last Name
Phone Number
Email
Previous order
Finding a shopper
Once the shopper is found, Assisted Selling loads all of the applicable information associated with a registered shopper’s profile:
Profile information (name, email, birth date, profile ID, login, phone, password reset)
Notes (sorted by date, newest to oldest)
Profile edit
The associate can:
View an existing profile
Add a new profile
View, modify ,delete, and add addresses and credit cards
View order history
View and modify an existing shopping carts
Note: Catalog and price list are applied at the time of the shopper selection.
Returns and exchanges are calculated and handled exactly as in Commerce Service Center.
