Operations Order Management - Automatically Assign Guest Orders to a Customer Account

1. Navigate to "System"

   To automatically assign guest orders to a customer account, navigate to "System" in the Operations Portal.

   

2. Click "Settings"

   Then, click "Settings". In order to access and edit settings, you will need to be set up either as an “administrator” or a "superuser", or have the following roles: "settingEdit" and "settingView".

   

3. Enter "defaultConsumerCompanyCode" to search

   Enter "defaultConsumerCompanyCode" in the "Search..." field.

   

4. Click on the more details icon

   Click on the more details icon.

   

5. Enter the company code in the "Value" field

   In the "Value" field, enter the company code to which you want guest orders assigned.

   

6. Click "Save"

   Click "Save".

   

7. Guest orders will now be assigned to the specified company

   To check, you can test placing a guest order from the commerce site. Check the orders in the Operations Portal. You will see that the guest order has been assigned automatically to the default consumer company that you set.