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
- 7 Customize the Oracle Commerce Agent Console
- 8 Work with Navigation Widgets
- 9 Configure Search Widgets
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10
Create and Edit Orders
Widgets
- Help a customer with their shopping cart
- Search for and add items to a shopper’s cart
- Place an order for a shopper during checkout
- Work with an organization address book
- View product details
- Review an order summary during checkout
- Review order details during checkout
- Review order details with pending payments
- Provide notes
- Apply split payments
- Display shipping options
- Work with promotions
- Review cart shipping details
- Manage a checkout address book
- Review product purchase list information
- Review shopping cart product information
- Define a scheduled order during checkout
- Display order information
- Display an account’s order information
- Work with the order states and numbers
- View the catalog page
- View collections
- Review loyalty payments
- Obtain loyalty details
- Configure CyberSource payment authorization
- Customize a create order page
- 11 Work with Customer Information Widgets
- 12 Customize Self-Registration Widgets
- 13 Configure Returns and Exchanges Widgets
- 14 Use Account-Based Widgets
- 15 Understand Agent-Based Layouts
- 16 Use Agent Themes