Shop as Client for WooCommerce

Description

Allows a WooCommerce store Administrator or Shop Manager to use the frontend and assign a new order to a registered or new customer, taking advantage of all the frontend functionalities that might not exist on the backend, which can be very useful for phone or email orders.

The order will automatically be assigned to a registered customer if the billing email matches. If no registered user is found, the shop manager can decide to either create a new user or leave the order as if it was inserted by a guest.

Two new fields are added to the billing checkout section, for logged-in administrators and shop managers.

Features

  • Enter email and phone orders directly on the frontend;
  • Create orders for existing users if the email address exists on the customer database;
  • Choose either to create a new user or leave the order as if it was inserted by a guest if the email address does not exist on the customer database;

PRO add-on features

In addition to all you can do with the free plugin, the paid add-on offers you a number of additional features:

  • Priority technical support;
  • Search customer by email address and automatically fill in the checkout details;
  • Possibility to start the order with a blank checkout form;
  • Set default values for the “Shop as client” and “Create user” fields;
  • Continued development;

Installation

  • Use the included automatic install feature on your WordPress admin panel and search for “Shop as client”.

FAQ

How to set “Shop as client” to “No” by default?

Add this to your (child) theme functions.php file, or use the PRO add-on.

How to set “Create user” to “Yes” by default?

Add this to your (child) theme functions.php file, or use the PRO add-on.

Which user roles have access to the “Shop as client” functionality?

Administrators and Shop managers can use “Shop as client” on the checkout.
Add this to your (child) theme functions.php file if you want to allow other user roles to use this functionality.

Reviews

June 28, 2019
This plugin helped me in a project where a person will be taking orders over the phone for their WooCommerce shop. It works right out of the box. Thanks!
June 3, 2019
To be 100% coherent missing change the _created_via from checkout to admin. It would also be nice to consider registering the user ...
May 15, 2019
needed a solution for this, and BOOM this little plugin. Really great work guys - so simple to implement. I can't thank you enough
Read all 4 reviews

Contributors & Developers

“Shop as Client for WooCommerce” is open source software. The following people have contributed to this plugin.

Contributors

“Shop as Client for WooCommerce” has been translated into 1 locale. Thank you to the translators for their contributions.

Translate “Shop as Client for WooCommerce” into your language.

Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Changelog

1.0.3

  • Fix version number

1.0.2

  • PRO add-on announcement

1.0.1

  • Fix fatal error

1.0

  • Preparation for the, soon to be released, PRO add-on
  • Search the customer also by billing email in addition to the profile email
  • Invoicing with InvoiceXpress for WooCommerce nag
  • Tested with WordPress 5.3.1-alpha-46798 and WooCommerce 3.8.1

0.6

  • Tested with WordPress 5.2.5-alpha and WooCommerce 3.8.0

0.5

  • Fix the order handler information – we now store it on a specific custom field and it will only be available for orders created after this plugin version
  • Prevent the logged-in user details to be updated with the client details

0.4

  • Show the order handler on the order edit screen (Thanks Albert Amar / Israprods)
  • New shop_as_client_allow_checkout filter so that developers can allow other user roles to use the “Shop as client” functionality (Thanks CJ Ratliff / A+ Media for suggesting this)
  • Tested with WordPress 5.2.3-alpha-45552 and WooCommerce 3.7.0-beta.1
  • WordPress 4.9 minimum requirement
  • PHP 5.6 minimum requirement
  • Translations update

0.3

  • Force field defaults
  • Update readme.txt
  • Fix plugin version number
  • Tested with WordPress 5.1.1 and WooCommerce 3.6.2

0.2

  • The generated password for a new user account is now sent via email, unless false is returned to the shop_as_client_email_password filter
  • The username will be generated from the email (text before @) if the “When creating an account, automatically generate a username from the customer’s email address” WooCommerce option is checked, otherwise the whole email is used as username
  • Bumped WC tested up to tag
  • Release sponsored by Albert Amar / Israprods

0.1