eFactoryPro Wiki

8.3 | How do I place a New Product order for a customer in eCommerce while Masquerading?

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Steps in the screenshots correspond to the numbers in the headings.

As a buyer, you will have the need to place orders for others.  The Bundle B2B App in the Big Commerce Admin Console gives you the ability to purchase for anyone who is directly linked to your account.  

1. Log into the ATS store.

2. Your home screen will show a list of companies that you can log in as.

3. Select the company you want to buy for.

4. After selecting Log In the button will turn to Selected.

5. In the upper left corner it will display that you are now logged in as that company.

6. Now search for the New Product that you would like to purchase. This can be done with the upper search bar or the Categories tab on the left.

7. Select the new product.

8. Select New (it will be checked if that is the only option).

9. Select Add to Cart.

10. You now have the option to View/Edit Your Cart, Continue Shopping or Proceed to checkout. Select Proceed to checkout.

EATON 63-00740 KEYPAD FOR 3985K - Advanced Technology Services - Google Chrome

As a buyer, if you are switching sites it is VERY IMPORTANT that after switching sites that you make sure the cart is EMPTY. If it’s not empty please clear it or anything your new site will not need.

11. You can see that your email will appear as the Customer even though you are buying for someone else.

12. Confirm the shipping address.

Buyers can use more than one shipping address per customer. The system will store all addresses use for a specific customer.

You can change the shipping address if necessary.

13. Select the Shipping Method.

  • In the Other Comments section please put the UPS shipping info.
  • If the shipping information is already pre-populated, just confirm that it is correct.  
  • Also if there is to be special shipping (Next Day Air, 2 Day Air, etc) please enter that info there as well.
  • If this is a Hot Req please follow up with Customer Service to make sure they aware as you usually do.

14. Select Continue to Billing.

15. Confirm Billing Address.

16. Select Continue to Payment.

17. Select Purchase Order.

18. Enter your PO Number/Reference Number.

19. Accept the Terms and Conditions.

20. Select Place Order.

21. User will get confirmation of the order.

 To continue shopping or to return to the home to logout you can click on the continue shopping button or the ATS Logo.

The CSR will go in and confirm the Vendor and the buyer will see it in the online store.

Buyer will now post the PO and then email the PO the same as usual to [email protected].

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