StoreFront CSR Order Form Add On

The Customer Service Representative (CSR) Order Form is designed to facilitate rapid order entry by a representative or agent designated by the merchant. The result is a streamlined process and comprehensive reporting.

The CSR form is a secure, web-based form that can be accessed from anywhere with an internet connection. Create an unlimited number of users for the order form and set permissions by user including override capabilities for price, shipping and tax.

The CSR Order Form Enables You To:

  • Search for products by code, SKU or conduct advanced search by keyword
  • Enter telephone and fax orders into your Web store for a streamlined process and accurate reporting
  • Search customer contact information so new orders can quickly be placed for existing customers
  • Enter and save a new customer’s contact information when an order is placed
  • Associate multiple ship-to addresses with a customer file
  • Apply coupons or gift certificates to order
  • Enter discount on the fly
  • Enter payment information
  • Authorize representatives to extend discounts per customer order
  • Create and manage multiple agent accounts and provide login credentials
  • Extend unique permission levels per agent including the ability to alter price, shipping and tax.