Sales Person Account - Cart Entry

The Cart Entry feature gives your sales team the ability to request quotes and process orders on behalf of the customers assigned to them. This added service can help your sales team maintain and strengthen both new and current client relations.

Ordering Using the Cart Entry Feature

To place an order, select the customer you want to order for from the Current Customer drop-down menu. Once you’ve made your selection, type in the SKU of the product/s that will be added to the customer’s cart.

Click the SKU number to select the product to be added to the Shopping Cart. Enter the number of items to be ordered and click the Add to Cart button to have them listed in the Shopping Cart section. To add more items, just type in another product’s SKU, indicate the quantity to be ordered, and click the Add To Cart button again.

Once all items to be ordered are in the Shopping Cart, click the Check Out button. You will then be asked to fill out an Order Information form to finalize the orders.

Before checking out, a salesperson can still make changes to the orders of a customer by adjusting the quantity or by removing a particular item from the list and then clicking the Update Cart button.

Requesting for a Quote

Requesting a quote follows the same process as placing an order for a customer. First, select the customer requesting the quote from the Current Customer drop-down menu. After choosing a customer, type in the SKU of the product and indicate the quantity to be ordered before clicking the Add To Cart button.

Once all items are in the Shopping Cart section, click the Quote button. You will be asked to fill out and submit a Quote Information form to process the request for a quotation.

Keep in mind that Quotes have an expiration date. This is done so that the sales team can verify from their customers whether they will still pursue ordering the items they requested a quote for or not.