Currently this what I have planned for the phone ordering system.
1) Ability to subtract or add to product price (including options).
2) Phone ordering login area for Sales Reps.
3) Cart will perform as a normal customer for the Sales Rep.
4) Sales rep. area will contain custom tools such as shipping calculator, customer lookups and sku and product title search bar to quickly move to the product in question.
5) Sales rep name tracking in the order to keep track of number of sales the representative is doing.
6) 4.0.x and 3.5.x compatible.
I'm going to try and keep the modification as self contained as possible to keep from any future headaches when it comes time to upgrade X-Cart. However adjusting product prices on the fly and tracking sales rep id will require modification to X-Cart base code in order to function.
No relative cookies are written to the clients browser during checkout. So a sales rep. mimicing a customers entry will not be a problem. No sense re-inventing the wheel.
Basic steps of the process:
1) Sales rep logins into area and is presented with a simple screen with a user lookup, product search and shipping calculator.
2) Sales rep takes a call and finds out the customers name or email, looks his information up via the area, if a customer already exists either a link or his user/password will be visible to the sales rep to then login to the customer side of the cart.
3) Sales rep finds product either via customer area or rep area, negotiates pricing and makes adjustments if necessary. Adds item(s) to cart and proceeds checkout just like the customer would. Choosing Phone for payment method.
4) Order Id is provided to the customer and invoices are sent. Sales rep that entered the customers info is tracked and visible in the admin/provider area.
Thoughts/suggestions?
