Infoplus Support

Overview 2

• Overview of "Call Center" Tables, Processes and Reports
• Access the "Call Center" App

Orders 5

• Call Center: Access the "OMS Orders" Table
• Call Center: Search for (View) an Order
• Call Center: Create a New Order
• Call Center: Edit an Order
• Call Center: Cancel Orders

Receipts 2

• Call Center: Create Order Receipts
• Call Center: Resend Order Email Receipts

Customers 5

• Call Center: Access the "OMS Customer" Table
• Call Center: Search for (View) a Customer
• Call Center: Create a New Customer
• Call Center: Edit a Customer
• Call Center: Merge Customers

Gift Cards 8

• Call Center: Access the "Gift Card" Table
• Call Center: Search for (View) a Gift Card
• Call Center: Edit / Cancel a Gift Card
• Call Center: Fulfill a Gift Card
• Call Center: Create Gift Card Email Content

View all 8

Invoices 5

• Call Center: Access the "Invoice" Table
• Call Center: View an Invoice
• Call Center: Pay Invoices
• Call Center: Generate Customer Order Invoices Report
• Call Center: Generate the "Open" Invoices Report

Key Codes 4

• Call Center: Access the "Key Code" Table
• Call Center: Create a Key Code
• Call Center: Edit a Key Code
• Call Center: Delete a Key Code