Create a call center order
To create a call center order, the user must be assigned to a call center channel. The steps for creating a call center order include searching for a customer on the customer service page, creating a new sales order, searching for a product, and collecting payment from the customer. After these tasks have been completed, the order is submitted and further processing for pick, ship, and invoice are possible.
To learn about the steps for creating a call center sales order, watch the video.