Shopping assistance

Customers sometimes need assistance to complete a purchase. Some customers like to shop online, but prefer to order by phone. You can offer immediate assistance to both guests and customers who have registered for an account with your store.

Shopping cart

Learn about seller-assisted shopping by watching this video:

Order management and operations

In the Admin, merchants can access information at each stage of the order workflow and process orders:

  • The Orders page provides merchants with an easy-to-access list of all current orders, and includes tools to edit and process existing orders, and create orders on behalf of customers.

  • The Invoices page lists An invoice is based on a temporary sales order and provides a permanent record of the order.

  • The Shipments page lists the shipment record of each invoice that is ready to be shipped.

  • The Credit Memos page allows merchants to process and manage a credit memo, which is a document that shows the amount that is owed to the customer. The amount can be applied toward a purchase, or refunded to the customer.

  • Adobe Commerce (Adobe Commerce only) The Returns page lists the current returned merchandise requests (RMAs) and is used to enter new return requests.

  • The Transactions page lists all payment activity that has taken place between your store and a payment system, and provides access to more detailed information.

Shipping and delivery

Studies show that stores offering customers a choice of several delivery methods have higher conversion rates than stores that use a single method. The Admin provides various tools that merchants can use to set up multiple delivery methods and shipping carriers, and to print shipping labels.

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