Customer and Orders Manager

  • [アーティクル]

The Customer and Orders Manager provides business managers and customer support personnel with the ability to manage information stored in the Orders and Profiles databases. You can perform the following tasks from the Customer and Orders Manager application:

  • Find orders and baskets based on specified criteria.

  • View customer orders and baskets.

  • Remove and clear old orders and unfulfilled baskets.

  • Create and edit profile data, site terms, shipping methods, and payment methods.

Customers and Orders Data

You collect order and profile information when customers place orders by using a shopping basket and the check out system on your Web site. As part of the order placement process, users select a shipping method and payment method. When customers place an order, customers provide information about themselves that you store in a profile. You use site terms to restrict the choices of select profile fields.

You can manage the following information by using the Customer and Orders Manager:

  • Orders. Commerce Server creates an order when a customer purchases a product or service from your Web site. An order contains all the information necessary to process the order, such as customer information, date purchased, currency used, tax information, and more.

  • Baskets. A virtual container on a Web site that holds the products and services that a customer wants to purchase.

  • Shipping methods. A way to fulfill delivery to customers of the goods that they purchase on a Web site. These types of shipping methods are supported: Charge by subtotal, Charge by quantity, and Charge by weight.

  • Payment methods. The method that customers use to pay for the items that they purchase on a Web site. These types of payment methods are supported: credit cards, gift certificates, purchase orders, cash cards, and custom methods.

  • Profiles. Profiles store information about business-related items, such as users and organizations. These types of profiles are supported: address, purchase order, credit card, currency, organization, and user object.

  • Site terms. A set of valid values for information that the user provides. You use site terms to standardize and restrict the choices that users see when you request user input on your site.

Features Overview

The following table summarizes the tasks that you can accomplish by using the Customer and Orders Manager.

Feature

Description

Manage data

  • Create, edit, and delete. Create, modify, and delete profiles, site terms, payment methods, and shipping methods.

  • Order and basket deletion. Delete single or multiple orders from the Orders database.

  • Order and basket clearing. Support for removing all old orders and baskets based on specified criteria.

Search

  • Basic search. Find orders, baskets, or profiles based on selected filters and full or partial name or property.

  • Expression-based search. Find orders, baskets, and profiles based on Boolean expressions.

View

  • List views. View the search results or data objects. Sort objects based on a selected property.

  • Preview pane. View the properties of an object selected in the List View.

  • Status. View a summary of information for the selected object.

  • Task view. View and select the tasks available for the selected object.

See Also

Other Resources

Profiles System

Orders System

Catalog System

Common Business User Tasks

Business Management Applications