Legacy platform

Adding a product to an order

You can add a new product to an existing order and capture appropriate payment details for the change in order total.

Procedure

  1. Log in to Sterling Store Engagement and switch to Customer Service View by using the eye icon.
  2. Search for the order and go to the Order Summary screen.
  3. Click Edit. The Edit Order screen opens.
  4. Scan the product or enter keywords to search for the product.
    • If you scan the product, the product is added to the order with the default quantity as 1.
    • If you search for the product using keywords, the Find Products screen opens with the products matching the keywords.
      1. Select the product that you want to add to the order. The product details and related products are displayed.
      2. By default the order quantity is 1. You may increase or decrease the quantity as required.
      3. Select the appropriate fulfillment method.

        You can click the Share button to share product details through email with the customer. If the customer's email address is already available in the system, it is automatically populated. Otherwise, type the customer's email address and click Email. The product details are sent to the customer.

      4. Click Update Cart. The Edit Order screen opens with the updated order details. A message is displayed, which indicates the updated order total and the payment due.
  5. Click Save. A confirmation pop-up is displayed prompting the store associate to proceed with the payment.
  6. Click Proceed to Payment. The Capture Payment screen opens.
  7. From the Payment Type list, select the appropriate payment method. For example, Credit Card, Cheque, and so on.
    Based on the selected payment method, enter appropriate details in the related fields. You can click Add another payment method to add additional payment methods if a customer's payments are spread across multiple payment methods.
  8. In the Amount field, enter the amount that the customer needs to pay for the order and click Pay. Once the payment is successful, a confirmation message is displayed with the payment details.
  9. Click View Order Summary. The Order Summary screen is displayed with updated order details.