Manually enter an order

[Guest]

I see how to delete an order, but how do I enter an order (received by telephone) into the system to charge to a credit card?

[MrPhil]

What do you have now for credit card processing? Where are you starting from? An in-store card swipe won't work if you don't have a physical card in hand. If you have a payment gateway/merchant account for estore processing, your bank may or may not let you enter telephone orders on that. You'd have to ask them, or get a separate account for mail order/telephone order. As for the store side, usually you would set up a fake customer "telephone orders" who would buy all the stuff ordered by telephone. Payment would be listed as "cash" or something like that, once the CC goes through.

[greasemonkey]

Assuming you are using a payment gateway, and are allowed to take orders over the phone, as suggested by @@MrPhil, the best way I have found is to use one of the available master password addon's... If the customer already has an account with you - just login and process their order as if you where them and let your payment gateway do all the work (this way you don't have to list it as "cash").

 

Or, if they don't have an account, set one up for them setting random password and emailing it to them for future (so hopefully they don't call next time...lol) and, as above, process their order as if you where them...

 

 

 

 

[MrPhil]

If they used a telephone order this time, you can do all the hand holding and setting up of accounts for them that you want, and they'll still phone in an order next time. Maybe they don't even have a computer (or a credit card).

 

How to set up the osC account for such orders (one per customer or simply one) depends on how large a part of your business you expect phone orders to be, and how much work each one is. The only reason for involving osC with phone/fax/email/mail or in-store purchases is to keep the inventory consistent.

[Dan Cole]

I see how to delete an order, but how do I enter an order (received by telephone) into the system to charge to a credit card?

 

There are a few contributions that will help you with that...we use Order Editor along with Manual Order Maker....

[npn2531]

Greasemonkey's idea to install the master password contribution works good. To make it easy to sign on as the customer, without having to write down or remember the customer's email while you are on the phone with them or even ask them their email, this code installed somewhere on admin/index gives you a handy search form you can find them with with only a partial name, email or phone number. Search, then click on their email that comes up, and you are automatically sent over to catalog/login with their email already filled in on the log-in form. You only have to type in the master password and you are signed on as the customer ready to take their verbal order.

 

place this on admin/index.php

<table>
<tr>
<td width="30%" valign="top" ><br />
<?php echo tep_draw_form('search_customers', FILENAME_DEFAULT, 'action=process', 'SSL', 'get', 'contact', ''); ?>
<?php
echo '<table>
<tr><td>last name:<br>'.tep_draw_input_field('search_lastname').'</td></tr>
<tr><td>email:<br>'.tep_draw_input_field('search_email').'</td></tr>

	 <tr><td>phone:<br>'.tep_draw_input_field('search_phone').'</td></tr>
	 <tr>
	 <td>'.tep_draw_separator('pixel_trans.gif', '1', '10').'</td>
	 </tr>
	 </table>'

	 .tep_image_submit('button_search.gif', IMAGE_BUTTON_SEARCH).tep_hide_session_id().'</form>';
?>
</td>
<td width="70%">
<?php
 if ($HTTP_GET_VARS['search_email']) {
 $search_email = tep_db_prepare_input($HTTP_GET_VARS['search_email']);
 $where_clause = "customers_email_address RLIKE '".tep_db_input($search_email)."'";
 }
 if ($HTTP_GET_VARS['search_phone']) {
 $search_phone = tep_db_prepare_input($HTTP_GET_VARS['search_phone']);
 $where_clause .= ($where_clause ? ' or ' : '')."customers_telephone RLIKE '".tep_db_input($search_phone)."'";
 }

 if ($HTTP_GET_VARS['search_lastname']) {
 $search_lastname = tep_db_prepare_input($HTTP_GET_VARS['search_lastname']);
 $where_clause .= ($where_clause ? ' or ' : '')." customers_lastname RLIKE '".tep_db_input($search_lastname)."'";
 }

 if ($where_clause) {
 $search_sql = "select * from ".TABLE_CUSTOMERS." where ".$where_clause;
 $search_query = tep_db_query($search_sql);
 if (tep_db_num_rows($search_query)) {	
			 ?>
 <table width="100%" >
 <tr><td colspan="3"><b>Click email to enter order:<b></td></tr>
 <tr><td>
 <table>
 <?php
 while ($search_result = tep_db_fetch_array($search_query)) {
 echo '<tr>
 <td><a href="/login.php?'.$search_result['customers_email_address'].'">'.$search_result['customers_email_address'].'</a></td>
 <td>'.$search_result['customers_firstname'].' '.$search_result['customers_lastname'].'</td>
 <td>'.$search_result['customers_telephone'].'</td>
 </tr>';
	 }
		 ?>
		 </table></td></tr></table>
		 <?php
	 } else {
 ?>
 <table>
	 <tr><td>No customers match this search</td></tr>
	 </table>
 <?php
	 }
	 }
?>
</td>
</tr>
</table>

 

replace the log-in form on catalog/login.php with this:

 

<?php
			 $customersearch_query = tep_db_query("select customers_firstname, customers_lastname, customers_email_address from " . TABLE_CUSTOMERS . " where customers_email_address = '".$_SERVER['QUERY_STRING']."'");
 $customersearch = tep_db_fetch_array($customersearch_query);
 if ($customersearch['customers_email_address']==$_SERVER['QUERY_STRING']){
			 $login_email = $_SERVER['QUERY_STRING'];
			 }
			 ?>	
 <h5><?php echo HEADING_RETURNING_CUSTOMER; ?></h5>

 <?php echo tep_draw_form('login', tep_href_link(FILENAME_LOGIN, 'action=process', 'SSL'), 'post', '', true); ?>
 Email Address<br />
 <?php echo tep_draw_input_field('email_address',$login_email,'class=" required email"'); ?><br />	
 Password<br />	
 <?php echo tep_draw_password_field('password','','id="password" '); ?>

[Mort-lemur]

That is such a long winded way to do it - use order editor and manual order maker - all done through admin, and set up the phone with card payment payment option as well so that you can add that to the order as you create it.

[Dan Cole]

@@Mort-lemur

 

I'm with you Heather...we send the status updates from there as well and have built other features into the order editor so we can see margins, stock levels etc....we think its the way to go...dan

[npn2531]

One advantage to using the order editor is the ability to edit an order, but the approach of logging on as a customer to place a live order is quicker than going through the manual order maker, especially if you have modified your cart to speed up the customer's flow through the checkout process. And it is less programming installed on your website and you are seeing what your customers actually see.