Revise Orders

As a telesales agent, you can change orders in the web application. Telesales agents can select an existing order and change it in the shopping cart.

You can make the following updates to orders and promotions:

  • Change product and promotion quantities associated to an order

  • Add or remove products and remove promotions from an order

To revise orders:

  1. Sign in as a sales representative.

  2. Select the Accounts icon and select the account you want to view.

  3. Click the Profile subtab and click the shopping cart link.

  4. Select Edit Order for the Order Type field from the drop-down list. Select the source order from the drop-down list for the Source Order field.

  5. Click Save.

  6. Click the Products or Promotions Subtab to make necessary changes.

  7. Click Save and Close.