1.

On the Admin menu, select Customers > Online Customers.

2.

In the list, click to open the customer record in edit mode.

When the customer record opens, the first thing you’ll notice is that the Last Logged In value is “(Online).”

3.

In the panel on the left, select Shopping Cart. Then, click the Manage Shopping Cart button to enter assisted shopping mode.

1.

In the Apply Coupon Code section, enter the Code.

2.

Click the Apply button.

1.

In the Qty column of the product to be adjusted, enter the correct amount.

2.

Click the Update Items and Qty's button.

1.

Click to expand the Products section. In the Qty to Add column, enter the quantity of the product the customer wants to order.

2.

If the product is configurable, click the Configure link. Then, select the options the customer wants, and click the OK button.

1.

Click to expand the Wishlist section.

2.

By default, it is set to transfer all items in the wishlist. If there are multiple items, select the checkbox of the items that you do not want to transfer, and set Qty to Add to 0.

Customer service reps can remove items from a cart by setting the quantity to 0 and updating the cart. However, only the customer can move items from the cart to the wishlist or to the product compare list.

3.

Follow the same procedure to add items from the remaining sections:

• Products in Comparison List
• Recently Compared Products
• Recently Viewed Products
• Last ordered items

4.

When complete, click the Add Selected Products to the Shopping Cart button.

5.

Ask the customer to press F5 to refresh the page, so the products appear in the cart.

At this point, the customer can continue shopping and checkout unassisted, or have the customer service representative create the order.

6.

To create an order, click the Create Order button, and follow the normal process to complete the order for the customer.