Operations Automation · CSR Portal

CSR Portal

A Unified Hub for Orders, Agents, Refunds and Payouts

CSR Portal centralizes admin oversight, live order assignment, agent queues, refunds and exchanges, payment proof, internal chat and role-based navigation into one working operations system.

CSR Portal operations dashboard
Client

360TechSys CSR operations project

Industry

E-commerce operations, customer support & after-sales

Services

Custom Portal Development, Operations Automation, API Integration, RBAC, Reporting UI

Users

Admins, CSR agents, WhatsApp users, refunds teams & payment teams

Project Overview

One Workspace for CSR Operations

CSR Portal was built for teams that manage high-volume customer orders and after-sales operations. It brings admin oversight, agent workflows, live order assignment, refund and exchange handling, internal chat and role-based navigation into one system.

The portal follows the real CSR flow: receive incoming orders, assign work, update statuses, handle exceptions, review refund requests and close payment follow-up with proof and notes.

CSR Portal admin dashboard with KPI cards

Admin dashboard with KPI cards, CSV seed import and quick operational visibility.

Results at a Glance

5

Role groups delivered: Admin, CSR Agent, WhatsApp User, Refunds/Exchanges and Refund Payment

Live

Darjaah Hub unconfirmed orders, assignment, ER/phone search, status tabs and auto-refresh

End-to-end

Refund lookup, proof upload, approval/rejection and a dedicated payment queue

Dynamic

Role x navigation permissions with custom roles and editable nav items

These are delivered product capabilities observed in the project source code, not unverified business KPIs.

The Challenge

Order operations needed fast movement across unconfirmed orders, assigned queues, confirmations, cancellations, postponements, WhatsApp-originated orders, refunds and payout follow-up.

Without a unified portal, teams risk duplicate work, slow handoffs, missing proof files and inconsistent access. The business needed one system where every team could work from the same order and after-sales data.

Solution Approach

How We Built It

A Next.js operations portal with authenticated role-based workspaces, live external-order integration, AG Grid data tables, TanStack Query refresh and Prisma-backed SQL Server models.

01

Admin Command Center

Admins get KPI cards, user controls, CSV seed import and operational dashboards to monitor work across queues.

02

Live Order Assignment

The Darjaah Hub order view supports auto-refresh, assignment, ER/phone search and status tabs so admins can route incoming work quickly.

03

Agent Performance Workspace

Agents see assigned, confirmed, cancelled, postponed and daily confirmed orders, plus conversion metrics for their queue.

04

Refunds and Exchanges

The after-sales workspace handles order lookup, proof uploads, bank details, approvals, rejections and notes.

05

Refund Payment Queue

Approved refunds move into a payment queue where teams upload payment proof and mark requests as paid.

06

Dynamic Access Control

Custom roles, editable nav items and per-role visibility keep each workspace focused while giving admins room to adapt responsibilities.

Inside the Product

A Look Inside the Portal

Key operational screens from the CSR workflow.

CSR Portal admin dashboard
Live Darjaah order management
Refunds and exchanges workflow
Dynamic access control matrix
Refund payment queue

Admin dashboard with KPI cards and seed import.

Key Takeaways

01

Role-focused workspaces keep the interface lighter for agents and broader for admins.

02

Live order assignment gives admins one place to search, select and route incoming work.

03

Refunds move from request creation to approval and then into a payment queue with proof and notes.

04

Configurable access lets the portal adapt as responsibilities change.

Need a Portal Built Around Your Operations?

We can turn order handling, agent work, approvals and payment follow-up into one role-safe operational workflow.