Customer and Order Management Walkthrough

In this walkthrough, you will register a new user with one address associated with their account on the sample Reference Storefront site. Then a Customer Service Representative (CSR) will add another address for you from Customer and Order manager. You will create an order using both addresses. A CSR will modify this order to add new line item and payment.

Sample data used:

  • A registered user with the email User1@email.com.
  • A new order with a single line item of Habitat Viva 4-Door 22.0 Cubic Foot Refrigerator with Ice Maker, with the productID value of 6042567.
  • The product added by the CSR: Habitat Pro Services—Appliance Installation, with the product ID value of 6042878.
  • A test giftcard code: GC1000000

Prerequisites:

  • The Reference Storefront site must be running with the sample Habitat_Master catalog.
  • Your current Sitecore log on user must have the role of "Customer Service Representative Administrator" in order to perform the following operations.

To register a new user:

  1. Launch a browser, navigate to the sample Reference Storefront site, and register a new user account, using the email address User1@email.com.

  2. For this user account, create a new address with the name of "Home"

  3. From the Sitecore Launch Pad, launch Customer and Order Manager, and switch to the Customers tab.

  4. Search for the customer by email address.

  5. Acting as the CSR, add a new address, named "Office Canada", for this customer.

To create a test order as the customer:

  1. Launch a browser, navigate to the sample Reference Storefront site, and create an order, using the product Habitat Viva 4-Door 22.0 Cubic Foot Refrigerator with Ice Maker, with the productID value of 6042567. Search for and use the "Office Canada" address that the CSR previously created in the Customer and Order Manager.

  2. Switch back to the Customer and Order Manager, and verify that the newly-created order is located under the Customer Orders section of the customer Details page.

According to the default workflow for an order, all newly-created orders are under the "Pending" status. To make a modification to an order, it must be changed to the "OnHold" status.

To change the status of an order:

  1. In Customer and Order Manager, load the Order Details page, and click Hold Order from the Action Group menu to change the status of the current order from "Pending" to "OnHold".

  2. Switch to the Line Items tab, and click Add from the Action Group menu.

  3. Add a new line item, using the product Habitat Pro Services—Appliance Installation, with the product ID value of 6042878.

  4. On the Order Details page, click Hold Order from the Action Group menu and try change the status of the current order from "Commit On-Hold Order" back to "Pending". You will recieve an error message saying "Order payments do not match the order balance". This is because you have added a new line item which has no matching/updated payment associated.

  5. The Details tab will show the discrepancy between the "Order Grand Total" and "Order Payment Total".

To add an additional payment type to an order:

  1. In the Payments section, click Add from the Action Group menu. Enter the GiftCardCode GC1000000.

  2. Verify that the GiftCardPayment has been added to the order, and that the "Order Grand Total" and "Order Payment Total" are the same.

  3. On the Order Details page, click Hold Order from the Action Group menu to change the status of the current order from "Commit On-Hold Order" back to "Pending".

If there are no additional changes that must be made to the order, it will be processed by the background minion services to be sent through the fulfilment and released stages of the workflow, and then be moved to the final status of "Completed".