Ordering On Behalf Of Customers

As an admin or sales rep, you can use the ordering site to easily place orders on behalf of any customer.

From the admin site, you can access the ordering site using the storefront icon in the bottom left of the screen.

Sales reps will already be viewing the ordering site as soon as they log in.

To switch customer simply tap the customer name in the menu bar.

With a customer selected, you are now viewing the ordering site as if you are logged in as that customer. You can add items to your basket and use the checkout to create orders on behalf of the customer.