Order management

Administrator groups and users assigned the Customer Service Representative (CSR) role can use the Order Management page to perform customer-centric tasks on specific shopping carts and purchase orders such as:

• Add or remove line items
• Update quantities
• Update customer information
• Work with subscriptions

As businesses typically have many CSRs that need to access and update carts and orders, CSRs can use the Order Management page to fulfil these tasks without the need to learn an entire content management or commerce system. The simplified interface lets CSRs focus on resolving customer needs.

To access the Order Management page, click Order Management in the menu.

Click Columns to choose which columns display in the order management table.

From the Order Management page, you can complete the following actions:

• Locate customers and modify their information
• Locate specifics carts and make adjustments
• Locate orders to check or change their status and details
• Check or process returns and exchanges
• View, edit, or cancel subscriptions