• Hi,

    We are migrating from Magento to Woocommerce. We periodically have customers (all DTC) that are not very connected and require us to take their order over the telephone or even mail order.

    The process for doing this natively within Woo seems longwinded and not at all user friendly, especially if we need to create a new customer. Are there any plugins that can help us with this, user account lookup and order creation, or a CARM plugin service that can do the same?

    This is separate from payment processing – we have a payment processor and are working on integration with Woo although they are not quite there yet. We can process payments offline in the mean time.

    many thanks,

    Peter.

    The page I need help with: [log in to see the link]

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  • Plugin Support shahzeen(woo-hc)

    (@shahzeenfarooq)

    Hi there!

    Thank you for sharing details about your migration from Magento to WooCommerce and your need to efficiently take orders over the phone or by mail for customers who may not be very connected. I completely understand how a smoother order creation and customer lookup process is crucial for your business, especially during such transitions.

    For taking phone or mail orders in WooCommerce, you may find the “Point of Sale for WooCommerce” allows quick customer lookup, order creation, and offline processing. and WooCommerce Admin Custom Orders helps with searching and managing customer accounts while creating orders quickly.

    I hope this helps.

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