Table of Contents
- Title and Copyright Information
- 1 Understand the Agent Console
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2
Configure Agent Console
Settings
- Assign roles
- Understand role-based access control
- Create announcements and quick links
- Set price overrides
- Set the customer remorse period
- Manage account-based commerce accounts and roles
- Customize displayed text
- Configure customer and order search
- Create account custom properties
- Understand dynamic commerce item properties
- Collect and delete shopper information
- Set agent framework version
- Configure returns and exchanges tax calculation dates
- 3 Search for Customers and Orders
- 4 View Orders
- 5 Understand Accounts
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6
Manage Orders
- Place orders
- Create new orders
- Copy an order
- Understand single and multiple payments
- Understand invalid payments
- Understand zero-cost orders
- Understand coupons and gifts
- Understand loyalty programs
- Understand shipping
- Understand shopping on behalf of the shopper
- Understand the Oracle CPQ integration
- Understand punchout orders
- Understand the remorse period
- Amend a placed order
- Cancel an order
- View order history
- Process returns
- Exchange products
- Generate Appeasements