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Unified Order Entry Overview
What Unified Order Entry (UOE) is, how it lets you place orders on behalf of customers through the standard checkout, and what to consider before enabling it.
Unified Order Entry (UOE) lets a store admin place and complete an order on behalf of a customer, using the same checkout flow the customer would use themselves.
What Unified Order Entry does
UOE is useful any time an order needs to be entered by someone other than the customer, including:
Phone or fax orders
Orders taken at an event
Support requests to update a customer’s information
Manually modifying a customer’s subscription
Rather than using a separate virtual terminal, UOE runs the order through your store’s existing checkout. This means any integrations you already have connected (mailing list, CRM, CMS, and similar) pick up the order automatically, and every order — regardless of channel — ends up recorded in one place.
How it works
Once UOE is enabled and a password is set, any store admin with the password can authenticate as a customer at checkout and complete an order on their behalf. UOE supports three scenarios:
Placing an order for an existing customer
Placing an order for a new customer
Loading and modifying an existing subscription
See the related action articles for the steps for each.
Security considerations
Using UOE can affect your PCI DSS compliance requirements, particularly if you’re handling credit card information directly. Foxy can’t provide PCI DSS consulting, but can recommend firms that specialize in it.
UOE also disables minFraud fraud screening for the transaction. Because minFraud scores a transaction partly on whether the customer’s IP address matches their billing information, an admin completing an order on a customer’s behalf would otherwise trigger inflated fraud scores.