After conducting a successful search, your search results appear in the Customer Results table. In the table, you can view customer information, including the latest order for that customer.
Note: If accounts-based commerce functionality is set up for your business, an Account column is displayed. This column is populated only for shoppers who are associated with an account.
Click the Details icon to view the Customer Profile page. On the Customer Profile page, you can do the following:
Edit the shopper first and last name; the email address cannot be edited.
Reset the shopper password.
Edit any available custom properties, both internal and customer-facing.
Note: Customer profile attributes can be edited at any time on the Customer Profile page. If a field is designated as required, a default value is supplied.
Note: Clicking Reset Password immediately creates a temporary password that is sent to the customer.
In the Address Book section, add or edit addresses associated with the shopper; select an address to act as the shopper default shipping address.
Note: For accounts-based commerce shoppers, you cannot add or edit the shipping or billing address information as it is set for the account associated with the shopper. This feature may not be enabled in your environment.
Note: Addresses can contain first and last names other than the shopper of record.
Links on the Customer Profile page provide you with access to the shopper’s order history, and a link to either create a new order or to complete an incomplete order. The Complete Order link displays the number of items currently in the shopper’s cart as well as the order amount; for example, Complete Order - 2 items - $79.98.
Understand accounts-based commerce customers
If accounts-based commerce functionality has been enabled for your environment, your agents should understand the following:
Accounts-based commerce shoppers purchase for an account and use contract pricing when ordering. For example, item prices and order discounts may be different for these shoppers. In addition, pricing may also be set up to reflect volume-based pricing, which can include bulk and tiered purchases. Calculations and catalog choices are made automatically by the Oracle Commerce Cloud Service.
Accounts-based commerce associates a price group with a contract and this price group setting cannot be changed.
Shipping and billing addresses are set and cannot be edited, deleted, or additional addresses included in the account.
Depending on your business model, the accounts-based commerce shopper may be able to use invoices (purchase orders) as well as credit cards. Invoice and credit card payment options for order amendment are the same as for other shoppers: once a credit card is used, the invoice option is no longer available.
Note: If during order amendment the order amount changes and the shopper wants to use a credit card instead of the original invoice, the credit card must be used for the full amount. There is no option for combining credit cards with invoices.
