[Contribution] Customer Support Portal

[♥GLWalker]

This is the support thread for the Customer Service Portal  https://apps.oscommerce.com/xihXD&customer-service-portal

The primary goal of the Customer Support Portal is to allow osCommerce shop owners to allow their employees to work on order fulfillment and customer support inquiries without having to allow direct admin access. Additionally it serves as a full fledged order placement system that will work with a shops existing payment methods, as well as a couple of new payment modules that could be useful in case alternate means of payment processing are desired, or in person cash sales are needed.

The Customer Support Portal also allows  a true guest checkout option. No customer is created if this option is used. All customer information is stored only in the actual order information. There is a quick link in the Customer Portal Header menu that allows guest orders to be viewed separately from the rest of the store orders. Please note that in the ht_customer_service module settings there is an email field to fill out, by default it uses the store owners set email address. This email is used for certain functions within the Customer Service Portal, such as a placeholder email in guest account creation. It will always be populated on the guest customers information field, just to skip the additional step of gathering an email address from a guest.

Whenever done with guest accounts, or even logging into an existing customers account always go back to the dashboard. This resets the session for that particular customer. If you are in a customers account, then you have to take on a session allowing you to access their info, the dashboard kills any sessions that are not related directly to you the customer service agent.

If you are using the cash payment option, you will need to adjust the sort order of you order total module sp that the order totals and cash back amounts are computed correctly.

 

Helpful Videos:

https://www.youtube.com/watch?v=cwaid91cp1A&feature=youtu.be

https://www.youtube.com/watch?v=dLgiD1FoTj4&feature=youtu.be

 

Known issues:

This plugin has been used in working shops for a number of years and proven to be stable. There are howver 2 issues I am aware of.

1) If a product in the cart has attributes, the update quantity field wont work properly. If a different quantity is desired, just delete it and add the correct quantity from the product listing itself.

2) I have not noticed this until testing on PHP 7.0, when using the cash payment option, the update button needs to be clicked twice.

 

Feel free to post with comments or suggestions.

[piernas]

Looks cool! will give it a try ;)

[TITO4]

Hi G.L. Looks really nice. Thanks!
Just installed and testing on BS Edge (August 2017), on Wamp Server. Issues I found:
· I needed to change everywhere from DIR_WS_INCLUDES to "includes/.. etc.". The same with CLASSES, IMAGES, etc.
· The file admin/includes/classes/http_client.php was missing. If I'm not wrong, it is not part of the last BS Edge version. Taken and added from previous Osc versions.
· In php7 (v. 7.0.10), when clicking on Customers or Orders nothing happens, and the same when refreshing. It works if I delete in the URL the oscid (i.e ?osCsid=irl141pd59dngrhurivgsbh520). On the other hand, under php5 (v. 5.6.25) it works properly.
· I remeber that I also had to change/correct something in Invoice and Packing Slip files. Sorry, but now I don't remember what.

I'll continue testing it, and if you wnat, I'll be telling you what I find on it.

Again, thanks!

[♥GLWalker]

13 minutes ago, TITO4 said:

Hi G.L. Looks really nice. Thanks!
Just installed and testing on BS Edge (August 2017), on Wamp Server. Issues I found:
· I needed to change everywhere from DIR_WS_INCLUDES to "includes/.. etc.". The same with CLASSES, IMAGES, etc.
· The file admin/includes/classes/http_client.php was missing. If I'm not wrong, it is not part of the last BS Edge version. Taken and added from previous Osc versions.
· In php7 (v. 7.0.10), when clicking on Customers or Orders nothing happens, and the same when refreshing. It works if I delete in the URL the oscid (i.e ?osCsid=irl141pd59dngrhurivgsbh520). On the other hand, under php5 (v. 5.6.25) it works properly.
· I remeber that I also had to change/correct something in Invoice and Packing Slip files. Sorry, but now I don't remember what.

I'll continue testing it, and if you wnat, I'll be telling you what I find on it.

Again, thanks!

Ahhh, yes.. forgot about those changes for the BS edition - my most recent testing was on the standard 2.3.4.1 download. I'll make changes and update. Thanks for the feedback.

[clustersolutions]

Just awesome! Thx!

[♥GLWalker]

Code has been updated for compatibility with Bootstrap Community version. Please report any further bugs.

[♥GLWalker]

3 hours ago, TITO4 said:

· The file admin/includes/classes/http_client.php was missing. If I'm not wrong, it is not part of the last BS Edge version. Taken and added from previous Osc versions

Just searched around on this file and it appears that it was only being used with USPS module, and it's outdated as well, so it was removed from the BS version.

[frankl]

I'm getting:

PHP Parse error:  syntax error, unexpected '''' (T_CONSTANT_ENCAPSED_STRING) in /home/user/public_html/includes/modules/header_tags/ht_customer_service.php on line 103

tep_redirect(tep_href_link('account.php' '', 'SSL'));

perhaps should be

tep_redirect(tep_href_link('account.php', '', 'SSL'));

?

Adding the comma made it work fore me.

[frankl]

When selecting products on the Choose Products page, full price is shown rather than special price.

[frankl]

Missing define:

TEXT_NO_EMAIL_ADDRESS_ENTERED 

 

[♥GLWalker]

New update addressing errors here uploaded.

Another update will come addressing specials price. The price does show as special while in the cart, just not in the product listing.

 

[♥mattjt83]

@GLWalker Is there a way to edit existing orders? I'm giving this a spin but I didn't see that option.

[♥mattjt83]

Just noting a couple of errors...

in #scModal

<input type="email" name="user_email" required aria-required="true" placeholder="Search..." class="form-control" class="form-control"/>

In #osModal

<input type="text" name="oID" required aria-required="true" placeholder="Search..." class="form-control" class="form-control"/>

in #csModal

<input type="text" name="search" required aria-required="true" placeholder="Search..." class="form-control" class="form-control"/>

All pages are missing (includes/modules/header_tags/customer_service/template_top.php)

<!DOCTYPE html>

 

Edited January 11, 2018 by mattjt83
spelling

[♥mattjt83]

Found a typo in includes/modules/header_tags/customer_service/template_top.php

<div class="alert-message alert-message-succss">

Assuming it should be

<div class="alert-message alert-message-success">

 

[♥mattjt83]

Typo in includes/modules/header_tags/customer_service/modules/bstour/dashboard.js

{
        element: ".tour-step.dashboard-outro",
        orphan: true,
		backdrop: true,
        title: "Dashboard Complete!",
        content: "Congratulations! You finished the dashboard tour. Perform any action to take another tour and learn about it. When you complete all the tours, ask an adminstrtor to switch it off for your account."
}

Should be

{
        element: ".tour-step.dashboard-outro",
        orphan: true,
		backdrop: true,
        title: "Dashboard Complete!",
        content: "Congratulations! You finished the dashboard tour. Perform any action to take another tour and learn about it. When you complete all the tours, ask an administrator to switch it off for your account."
}

 

[frankl]

Emails sent out when an order is created have the following defines missing:

EMAIL_TEXT_PRODUCTS

EMAIL_TEXT_DELIVERY_ADDRESS

EMAIL_TEXT_BILLING_ADDRESS

EMAIL_TEXT_PAYMENT_METHOD

[clustersolutions]

May I suggest Github or Bitbucket?

[TITO4]

Hi again,

In  cs_invoice.php and cs_packingslip.php, at the end of the file, change the line with DIR_WS_INCLUDES to 

<?php require('includes/application_bottom.php'); ?>

[♥GLWalker]

Hi everyone, thanks for the input thus far, I probably rushed into getting it ready for the BS Community edition, and overlooked a few things. If anyone is using the standard 2.3.XX download, use the first version I uploaded, should be fine.

I'll make more changes and upload, I've been n the middle of a move, so this was my first chance back online since the last time I posted.

As for the GitHub recommendation, I have been thinking of that too, so expect to see a repo soon.

Existing order editing - this doesn't do that - but if there's enough interest it could.

[♥Tsimi]

27 minutes ago, GLWalker said:

Existing order editing - this doesn't do that - but if there's enough interest it could.

HUGE! interest here.

osC lacks a good order editor that is simple coded and not cluttered with unused old code.

Edited January 17, 2018 by Tsimi

[♥mattjt83]

11 hours ago, GLWalker said:

Existing order editing - this doesn't do that - but if there's enough interest it could.

@GLWalker That would be awesome. If you need some incentive just PM me the details :)

[leatherdealer]

Hey. Nice contribution. It's looking great and working awesome, but for me apparently the graphs on the dashboard seem to be not working

[marcel1c]

Great contrib, a couple of issues though:

The prices shown while creating / updating an order are pre-Tax, even though we have tax applied to website prices.
It is standard practice (for us) to give totals, not ex-VAT / un-taxed amounts so this could be an issue when describing orders direct.
Is it an idea to update the files to respect OsC Tax settings, or better yet show both?

Secondly, on the latest version of OsC BS I found admin/cs_agents.php wasn't fully hard coded and so didn't work without the version compatibility addons for Bootstrap, and the extra line inserted of:  "require('includes/filenames.php'); "

As security considerations, would be a good idea to instruct for updating sitemaps and robots.txt files? And maybe even to set the customer_service.php file and relevant cs_ files and .htpasswd_customer_service files etc into a separate directory? This may help immensly with IP-traps and the like, as well as robots and sitemaps.

Great addon, love the simplicity. When we first use it in the wild will be sure to donate - thank you.

[241]

Missing tour file

includes/modules/header_tags/customer_service/modules/bstour/orders.js

[241]

missing tour file

/includes/modules/header_tags/customer_service/modules/bstour/customers.js