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  1. #1
    Join Date
    Dec 2008
    Location
    San Fran
    Posts
    382
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    0

    help question Admin enter orders - for orders by phone

    We take a lot of phone orders and charge them through a virtual terminal for our merchant processor. I'd much rather be able to enter this info in Admin so we can have it on record, and be able to create a "ghost account" for the customer in admin so we have their billing info on file with the rest of our customers.

    I tried looking but couldn't find anything. Please let me know if you have any ideas or suggestions.

  2. #2
    Join Date
    Jan 2004
    Location
    N of San Antonio TX
    Posts
    9,106
    Plugin Contributions
    11

    Default Re: Admin enter orders - for orders by phone

    Use the encrypted master password mod.

    Shop for or with the customer on line. When they have decided on the item(s) they want, ask for their information and register using their email address they give to you. You ask for and enter their CC data just as if you were the customer on line.

    Set up a standard password and tell them to log on later if they wish to change it.

    Morning! (insert name of store), may I help you?
    Oh, you'd like our new widget? Of course, how many do you need today?
    20? fine. Anything else?
    Okay can I have your name and address?
    Zip Code? Contact Phone Number?
    Thank You! And how are we paying for this today?
    CC? great! can I have the number on the card? Expiration? CVV?
    Did you need this sent to your address? Okay, what is your sister's address?
    Okay, let's review. Blah Blah... Is that correct?
    Thank you! Your widgets will be shipped today.
    By the way, you'll be receiving both a welcome email and an order confirmation. I've set your password to "customer###" (I use their order #) so you can shop on line using your email address and that password. You can change the password the next time you log on or remember that you can call us as well.
    If they call and are already a customer, you use their email address and your master password to log on as them and make the order.
    I LOVE it! I can sound just like the "big boys"

  3. #3
    Join Date
    Aug 2004
    Location
    New York City
    Posts
    7,174
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    0

    Default Re: Admin enter orders - for orders by phone

    Mary Ellen
    I came; I saw; I Zenned
    Taking over the world... one website at a time
    Make sure brain is engaged before putting mouth in gear... or fingers to keyboard.

    Holzheimer
    Fan Odyssey

  4. #4
    Join Date
    Dec 2008
    Location
    San Fran
    Posts
    382
    Plugin Contributions
    0

    Default Re: Admin enter orders - for orders by phone

    This is great info... thanks a lot guys!

 

 

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