Pending Order Queue

The Pending Orders queue is on the Customer Service Center Home page. Pending orders are orders that have been partially entered in Customer Service Center but have not been submitted. They might be missing information. It's also possible that an order that was not submitted was replaced with a subsequent order but was not voided.

To view in-progress or pending orders for a particular Customer Service Representative, select the user from the Agent drop-down list. If the Locked field is True, an agent has the cart open for editing. Only one agent can edit a cart at a time. Pending orders can only be modified within Customer Service Center.

The following diagram illustrates the sequence of user interface pages that appear when reviewing or voiding pending orders in the Pending Order queue. User Interface pages are enclosed in boxes; these are each described in separate online help topics. Buttons or links appear without boxes.

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The following table describes the fields and buttons that appear in the Pending Order queue.

Fields and Buttons Description
Agent drop-down A drop-down list of Customer Service users. Select a user from the drop-down to view in-progress or pending orders for a particular agent.
Last Updated date link Opens the Order Entry cart.
Customer Shows the name of the customer who was in the process of placing an order.
Line Items Shows the number of line items added to the cart.
Locked If the Locked field is ‘True’, an agent has the cart open for editing. Only one agent can edit a cart at a time.

Agent

Shows the name of the Customer Service Representative who was working with the customer to create the order.

Void button Removes the pending order from the list. This cancels the order process.

Scenario - Pending Order Queue

The following is a typical scenario when a pending order is created in Customer Service Center.

Scenario – Pending Order Queue
A customer called to place an order. After adding items to the cart, the customer decided to wait until the next day to complete and submit the order. The Customer Service Representative parked the call to save the partial order without submitting. The next day, the Customer Service Representative reviews the pending orders in the Pending Order queue.
Action
The Customer Service Representative performs these steps to investigate the pending order:
  1. From the Pending Order queue on the Customer Service Center Home page, review the pending orders.
  2. Because yesterday's order is still a pending order, click the pending order. The Order Entry page opens.
  3. Based on the merchant's best practices, review the customer’s record to see if there are any additional activity notes about the customer and the pending order.
  4. Send an email or call the customer to determine if the order can be submitted. If the customer wants to cancel the order, then the pending order can be voided.

Related Links

Pending Order Queues

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