How do I link a guest order to a customer account?
1. Navigate into your department.
2. Under CUSTOMER RELATIONSHIP MANAGEMENT on the left side bar, click CUSTOMER SEARCH TOOL.
3. Search the customer information.
4. Scroll down to the GUEST ACCOUNTS section.
5. Click VIEW ORDER next to the needed order.
6. Click LINK TO CUSTOMER ACCOUNT.
7. Use the search fields and find the customer.
8. Click LINK ORDER NOW, then click YES.
And you're done! The guest order will now be found within that customer login account.
Related Articles
How do I turn on/off Guest Checkout?
if you have both options available, when customers make purchases from the customer site, they can choose to either purchase via a customer log in account or via guest checkout. 1. Log in to your administrator portal. Go to the ORGANIZATION DASHBOARD ...How do I look up a customer or their order?
Looking Up a Customer 1. Log in and navigate to your department. 2. Under Customer Relationship Management on the left side bar, click CUSTOMER SEARCH TOOL. 3. Search for the customer. 4. Click ACCESS ACCOUNT either under Log In Accounts or the ...How do I create a customer log in account from the admin portal?
1. Navigate into your department. 2. Under CUSTOMER RELATIONSHIP MANAGEMENT in the left side bar, click CREATE CUSTOMER ACCOUNT. 3. Fill out the form for the customer. With the checkbox at the end of the form, you can choose to send them the ...How do I resend a customer’s order or tickets to them?
1. Log in and navigate to your department. 2. Access the order. 3. Scroll to the second table called Ticket Adjustments. 4. Click either: a. EMAIL ORDER to send the full order b. EMAIL PDF TICKETS to choose specific tickets to send c. SMS E-TICKET to ...How do I ask questions at checkout?
These questions can be organization based or department based, and will be asked on every order placed within that department or organization, respectively. Adding a Question 1. Log in to your account and navigate to the page based on question type. ...