Public Ticket #3715128

Shop as customer

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3 Tickets
Brook started the conversation 2 years ago on August 30, 2024 at 2:38pm

We are interested in using your plug in. We have 4 customer service people that at times need to place an order for a customer. We don't have assigned accounts we are all a team. I would like multiple employees to have the viability to shop for any customer that calls our office. Is that an option?

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KingsPlugins replied 2 years ago on August 30, 2024 at 2:53pm

Hello Brook,

Thank you for getting in touch with us,


There is a setting in the plugin which allows all agents to view, and place orders for all customers.

This can be enabled by going to SalesKing -> Settings -> Agent Capabilities and enabling the setting "All agents can manage / shop for all customers": https://prnt.sc/FcnKjz8CCQez

If there's any commission , it would usually be assigned to the agent that placed the order.


Let me know if I can help with anything, or if you have any questions,

Kind regards,

Stefan


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