Telephone Orders
This feature is part of CUSTOMER CARE, a separate SCAYLE product for customer service staff that must be purchased additionally.
In addition to online orders, you can also place phone orders in the Customer Panel. If you have the necessary rights, you can place orders for existing customers as well as new customers. Only orders for "guest customers" cannot be processed.
The Customer Panel and Checkout continuously synchronize to ensure that always have access to the most recent data available when placing a phone order.
Phone orders as part of the Customer Care package.
Customer Search
If you take orders by phone, you can choose between existing customers and new customers.
Existing Customer
Customer Panel’s customer overview page also lists the last five customers you had contact with. If the search results display the correct customer, you can start a new phone order by clicking on the customer.
New Customer
If you are placing an order for a new customer, you first have to create a customer account. If the customer does not already exist in the system, you can add the customer’s data.
Enter the customer’s name, phone number, email, and date of birth. Customers must be at least 18 years old to place an order. Once you enter all mandatory data, you can continue the order process by clicking Next.
Placing Phone Orders
A phone order is divided into different steps:
- Customer information
- Basket
- Gift cards and vouchers
- Shipping services
- Addresses
- Payment methods
Customer Information
The customer information displays the following data:
- Name
- Customer ID
- Email address
- Date of birth
- Date of registration
- Current shipping and billing address
When you enter the data of new customers, their information is automatically added.
Basket
If you want to add products to an order, click Add and confirm. The products will be added to the basket. You have three different options to add products to your order:
- Product Search: find available products searching the online shop (e.g., for product name, product ID or EAN).
- Basket: view all products a customer has already added to the online shop basket.
- Wishlist: view all products a customer has already added to the wishlist.
You can use all three options to add products to phone orders by clicking Add to Order. If a product has already been added to the phone order, this will be indicated by a corresponding status. Once the desired products have been added to the basket, you can change size and quantity. Discounted products will also display sale prices.
Voucher and Gift Card
Add a voucher or a gift card to an order
If a gift card or voucher is no longer valid or cannot be used by a customer, you will receive an error message with further details. If a voucher or gift card is valid, this is indicated by a check mark.
Delete the voucher
Click on the X, and you can delete the voucher or gift card. If the voucher or gift card is successfully added to the order, it will be displayed again in the next step with the respective price reduction.
Check the Vouchers page for more information.
Shipping Service
If it is possible to select a shipping service, this can be done in the next step. Shipping options may be product-specific. Therefore, there is a chance that you might not be able to select any shipping service at all. Available shipping services are nevertheless still displayed.
Addresses
During the ordering process, you are always shown the most recent customer addresses. Click on an address to add it to the order. When creating customer accounts, you must first enter a new address. This address will be set automatically as the shipping and billing address. However, you can change it at any time.
Alternatively, you can also select a collection point such as a Hermes Paketshop or a DHL Packstation as the delivery address.
Payment Methods
The available payment methods are displayed. Select a payment method by clicking on it. After choosing a payment method (e.g., invoice) the system will check if the customer meets the payment method’s requirements and proceed with the ordering process.
Custom Data
If needed, you can also add customer-specific information to the order, such as special discounts applied to the order.
Overview
The last step is to check all order details on the overview page. Products are already bundled in packages, and you will also be shown delivery dates. Billing or shipment costs are listed separately. Redeemed vouchers or gift cards are also listed.
Finish the order by clicking Complete. The system might now check requirements for a payment by invoice again. If your order is successful, you will be redirected to the order overview page.
Order overview page.