Understanding Order Capture Self Service
Order Capture Self Service delivers an intuitive interface that allows consumer users, company representatives, and brokers to easily create and manage the web channel. Order Capture Self Service synchronizes with Order Capture to allow self service users to track all orders, whether created by a customer service representative, an agent through the call center, or by themselves through the web.
Order Capture Self Service works in conjunction with the following CRM features, some of which are common to all self service applications, and others that specifically complement Order Capture Self Service:
Security elements, including definition of user roles and associated permissions.
Address book.
Sign in.
Registration.
Profile maintenance.
Contact Us and Chat.
Attributes.
Product catalog.
Search Catalog.
Note: Functionality that is common to both Order Capture and Order Capture Self Service, such as integration with order fulfillment, pricing, freight, and tax integration, is documented in previous topics of this product documentation.
Once you have defined self-service business units, Order Capture Self-Service requires that you set up each of the following, in the order listed:
Products.
Pricing.
Catalogs.
Order Capture Setup Workbench options.
Order Capture Type Workbench options.
Order Capture Integration Workbench options.
Carrier definitions.
Credit cards.
Tax provider options.
Consumer and business registration.
Anonymous user access (guest user access).
Since most of this involves setting up options that are also required for Order Capture, refer to the following related links for more information.