Unified Order Entry:
FoxyCart as an integrated Virtual Terminal
“Unified Order Entry” (UOE, aka The Super-Password, aka The Glorified Virtual Terminal) is a method by which a store admin can enter and complete orders on behalf of customers, using the same FoxyCart checkout flow as the customers themselves would use. It provides a way to unify your order channels through FoxyCart, allowing you to maintain any 3rd party integrations you may have set up through FoxyCart while giving you a single place where all orders are recorded.
For example, if you have FoxyCart integrated into your mailing list, CRM, and CMS, you wouldn't want to run a phone order through a standalone virtual terminal and then have to manually add the new customer into all your other systems. Rather, it'd make far more sense to run the order through FoxyCart and leverage your existing integrations. This could be very useful for:
- Fax orders
- Phone orders, call centers
- Orders taken at an event
- Phone support requests to modify customer information
- Manually modifying customer subscriptions
It's also incredibly useful for routine subscription-related issues like updating a customer's payment information or modifying a subscription. If you ever find yourself in a situation where it'd be easier to just do something for your customer (rather than explaining to them how to do it themselves), Unified Order Entry might make your life easier.
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