Phone Orders for WooCommerce

Description

The plugin speeds up adding manual/phone orders in WooCommerce backend.

After creating the order, you can “View order”, “Send invoice” and “Pay order as customer” ( Pro version only ).

Features

  • UI was adapted for keyboard input
  • Search through existing customers or add new customers quickly
  • Search through existing products or add new products on the fly
  • Use default pricing or adjust pricing within the order
  • Places autocomplete for address (requires Google Maps API key)
  • Support free shipping (method works in admin area only)
  • Ability to add coupons with auto find feature
  • Copy url to populate cart
  • Log created orders

Pro features

  • A lot of UI options to suit different workflows and setups
  • Separate web page for adding orders (without access to /wp-admin)
  • Create new order based on existing order
  • Pause and resume the order
  • Customer search by shipping/billing fields
  • Configure fields and default values while adding new customers
  • Define products that can be sold (out of stock? without price?)
  • Support composite/bundled/other complex products
  • Add any additional fees
  • Setup custom fields for the order/customer
  • Extra WooCommerce reports
  • and much more …

Have an idea or feature request?
Please create a topic in the “Support” section with any ideas or suggestions for new features.

Screenshots

  • Filled order
  • Order was created
  • Edit customer details
  • Apply coupon, autocomplete
  • Adjust discount type and amount
  • Select shipping method
  • Common settings
  • Interface settings

Installation

Automatic Installation

Go to WordPress dashboard, click Plugins / Add New , type ‘woocommerce phone orders’ and hit Enter.
Install and activate plugin, visit WooCommerce > Phone Orders.

Manual Installation

Please, visit the link and follow the instructions

FAQ

Can many operators use same account to add orders?

It’s not recommended, as WooCommerce remembers customer details and cart contents in active session.
Please, use free plugin to prevent this situation.

How to set default country/state for new customers

Pro version has more settings and we keep adding them.

I can’t add new customer, I see the message “Please enter an account password”

Please, visit >WooCommerce>Settings, select tab “Accounts & Privacy” and mark checkbox “When creating an account, automatically generate an account password”.

I can’t add new customer, I see the message “Please enter a valid account username”

Please, visit >WooCommerce>Settings, select tab “Accounts & Privacy” and mark checkbox “When creating an account, automatically generate a username from the customer’s email address”.

I don’t see Free Shipping [Phone Orders] in popup

Please, visit >WooCommerce>Settings>Shipping and add shipping method for necessary zones

How to pay order?

Pro version allows you to pay as customer, via checkout page.
You can pay directly from admin area too – use this free plugin. They support Stripe and Authorize.Net.

How to apply bulk/roles/others discounts?

Use our free discount plugin to configure necessary pricing rules.

My pricing plugin doesn’t apply role-based discount

Please, mark checkbox “Switch customer during cart calculations” at tab Settings.

Button “Create Order” does nothing

Probably, there is a conflict with another plugin. Please, check javascript errors at first

New phone order does not change the stock

WooCommerce reduces stock only for orders having following statuses – Completed, Processing, On hold

Reviews

May 13, 2020
Good plugin but we should be able to find customer by "billing_phone" If you can add this feature it will be great 🙂
April 14, 2020
The developer is very helpful and their customer service is awesome. This plugin is great and a key missing feature in WooCommerce that all shops should have. Buy it!
February 2, 2020
Exactly what we needed for our clients. It allows our clients to easily run phone orders for their customers - front-end or back end. With one click they are logged in as the Customer (never knowing the customer's password of course) - and as the customer can not only place orders - but update their saved payment information -- only seeing last 4 numbers of cc for existing cards (with the Stripe Plugin), or update addresses - or indeed do anything as the customer -- and an easy quick return to Admin. Better yet, easy line item editing to over-ride product pricing, shipping - so you can add discounts on the fly easily too. And you can also create customers on the fly too. The support is excellent and plugin is well documented.
Read all 22 reviews

Contributors & Developers

“Phone Orders for WooCommerce” is open source software. The following people have contributed to this plugin.

Contributors

“Phone Orders for WooCommerce” has been translated into 1 locale. Thank you to the translators for their contributions.

Translate “Phone Orders 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

3.5.0 2020-07-20

  • New option “Show column “Discount” (turn on it in >Settings>Cart Items)
  • We don’t stop product or customer search, when user switched to another tab
  • Fixed bug – can not set qty more than “instock” for backorder orders
  • Fixed bug – popup “New customer” freezed interface for some themes
  • Fixed bug – PHP error “Call to undefined function determine_locale()”

3.4.4 2020-04-28

  • Significantly increased speed of page loading

3.4.3 2020-04-16

  • Interface settings were divided into 3 tabs: Interface, Layout, Cart Items
  • Order date can be edited manually
  • Show read-only attributes for selected variation
  • Field “Google MAP API Key” shows the reason why button “Check” fails
  • Minor UI bugs

3.4.2 2020-03-23

  • internal, not published

3.4.1 2020-03-17

  • Compatible with WooCommerce 4.0
  • Product search supports “grouped” products
  • Popup “Edit user” correctly shows errors for wrong countries/states
  • Fixed bug – button “Advanced search” became invisible in some cases

3.4.0 2020-02-06

  • Added button “Advanced search”, to select many products in search results
  • Speeded up cart processing
  • New settings tab “Tax”
  • New option “Hide 2nd(tax) line for item”
  • New option “Allow to create orders without shipping”
  • New option “Collapse WordPress menu” (page must be reloaded)
  • New option “Scrollable cart contents”
  • New option “Order fields position” (default – “below customer details”)
  • Support multiple packages
  • Show label “(granted by coupon)” for free shipping, if it was added by coupon
  • Add records to “Order notes” when order created or an invoice was sent
  • Added French language (thanks to @gevcen)
  • Fixed bug – plugin didn’t show phone and email in billing details
  • Fixed bug – plugin didn’t show attributes of selected variation (in the cart)
  • Fixed some bugs in mobile view

3.3.7 2019-11-20

  • All texts can be translated now (thanks to @gevcen)
  • Product autocomplete shows correct prices for role-based discounts (you must set customer at first!)
  • New settings tab “WooCommerce”
  • Added selector “Default shipping method” to >Settings>Shipping
  • Added button “Copy from billing address” to popup “Shipping Address”
  • Show type and value for Manual discount

3.3.6 2019-10-15

  • Product search updated again(to support partial matches)
  • Product variations shown in same order as they are displayed inside the product
  • Added some hooks (for compatibility with other plugins)

3.3.5 2019-10-02

  • Product search updated, it seeks for text inside products’ titles at first
  • Field “Payment method” is required now (if it’s visible)
  • New hooks to tweak interface

3.3.4 2019-08-23

  • Backward compatibility with WooCommerce 3.5
  • Supports address validation using USPS
  • New hooks to format addresses
  • Minor bugs

3.3.3 2019-08-14

  • Compatible with WooCommerce 3.7
  • Show order number (not order ID) in messages
  • Support external address lookup API (for example, getaddress.io)
  • New hooks to disable product/customer search or filter search results

3.3.2 2019-06-26

  • New option “Don’t close popup on click outside”
  • New hooks for popup “Edit Address”
  • Fixed bug – incorrectly work with users just created by admin
  • Fixed bug – formatted amounts incorrectly if comma used as decimal separator
  • Fixed bug – “Switch customer during cart calculations” didn’t work for guests

3.3.1 2019-05-20

  • Format prices(items and totals) according to currency options (>WooCommerce>Settings)
  • New option “Allow to input fractional qty”
  • Fixed bug – phrase “List is empty” can’t be translated
  • Fixed bug – button “Check” used wrong API request to validate API key

3.3.0 2019-03-27

  • Solved problem with slow search if shop has a lot of products/customers
  • New option “Show payment method”
  • New option “Show detailed taxes”
  • New option “Allow to edit shipping cost”, for any shipping method
  • New option “Don’t send order emails”
  • Save address coordinates if Google address autocomplete was enabled
  • Fixed bug – external coupons were ignored

3.2.5 2019-02-27

  • New settings tab “Interface”
  • New option “Show order status” (off by default)
  • New option “Show icon for phone orders in orders list” (off by default)
  • Fixed bug – selected attribute was ignored for variable product

3.2.4 2019-02-18

  • Fixed bug – option “Ship to a different address” didn’t copy address for guests
  • Fixed some UI bugs
  • Added a lot of hooks (for compatibility with other plugins)

3.2.3 2019-01-23

  • Added – support Advanced Dynamic Pricing for WooCommerce for bulk/roles/others discounts
  • Added – option “Switch customer during cart calculations” to >Settings>Common (off by default)
  • Added – own capability “manage_woocommerce_phone_orders” (“manage_woocommerce” still works!)
  • Added – “Default customer location”(state/country) applied to address if country was not selected
  • Fixed bug – incompatiblity with caching plugins
  • Speeded up cart calculations

3.2.2 2018-12-04

  • Show images in product autocomplete
  • Show customer links – profile and orders
  • Allow to edit meta for cart items
  • Places autocomplete for address (you must generate Google Maps API key)
  • Added button “Copy url to populate cart” (off by default)
  • Added link “Create order” to users list
  • French translation was added

3.2.1 2018-10-30

  • Compatible with WooCommerce 3.5
  • Support any number of items in the cart (tested for 100+ items)
  • Fixed bug – shipping calculated automatically even if user turned off “Autocalculation” at tab “Settings”
  • Fixed bug – user was able to submit empty attribute for variation

3.2.0 2018-10-11

  • The plugin requires at least WooCommerce 3.3.0 !
  • Show attribute dropdowns for item, if variation uses “Any” value
  • Added option “Show order date/time”
  • Added nested tabs to “Settings”
  • Show warning message if coupons are disabled
  • Fixed bug – settings were applied to admin only
  • Fixed bug – slow customer autocomplete
  • Fixed bug – empty default shipping method (it didn’t work for some shipping plugins)
  • Work correctly with “sold individually” products
  • German translation was added

3.1.0 2018-08-20

  • Increased page loading speed
  • Optimized product search
  • Added section “References” to tab “Settings”
  • Fixed minor UI bugs

3.0.0 2018-08-08

  • UI migrated to modern JavaScript framework (Vue.js)

2.6.8 2018-06-18

  • Added section “Coupons” to tab “Settings”
  • Cache search results (only for coupons)
  • Fixed bug in product search (for variable products)
  • Added Spanish language

2.6.7 2018-06-06

  • Fixed some incompatibility issues with WooCommerce 3.4
  • Removed unnecessary ajax method which updates shipping rates after modifying cart items

2.6.6 2018-05-11

  • Support subscription products
  • Prompting to save changes if user adds items and doesn’t create the order
  • Added tab “Log”
  • Only admin has access to tab “Settings”
  • Default payment method was added to tab “Settings”
  • Bug fixed, we clear the cart for current user after order creation

2.6.5 2018-04-23

  • Added column to show full amounts
  • Added tab “Help”
  • Show shipping address for selected customer (if it doesn’t match with billing address)
  • Call necessary WooCommerce hooks to support discount plugins
  • Bug fixed in popup “edit address”, autocomplete didn’t work for state/county

2.6.4 2018-04-02

  • Increased speed of UI (reduced number of ajax requests)
  • Supports multicurrency plugins
  • Coupon search is not case sensitive
  • Show extra information for product in autocomplete (instock status, price, sku)
  • Bug fixed, new customer didn’t see password in welcome email
  • Bug fixed, we show all applied coupons now (including automatic ones)

2.6.3 2018-03-13

  • Show “Discount” in totals
  • Coupon shows deducted amount
  • Conflict was resolved if two versions (free and pro) are active

2.6.2 2018-03-03

  • Fixed critial bug, products autocomplete doesn’t work

2.6.1 2018-03-02

  • Supports products with zero price
  • Automatically adds shipping if cart has real products
  • Input validation was added to all popups

2.6.0 2018-02-16

  • Settings were moved to separate tab
  • Fixed wrong item link (for variable products)
  • Fixed error in custom prices for the items
  • A lot of minor UI tweaks

2.5 2018-02-06

  • Added “Free Shipping” method (in admin area only). Don’t forget to assign it to necessary shipping zones!

2.4 2017-12-13

  • Bug fixed – “create customer” fills address and phone

2.3 2017-11-17

  • Bug fixed – localization works now

2.2 2017-09-07

  • Added field “Private Note”
  • Bug fixed – fill billing email for registered user

2.1 2017-08-04

  • Create new products on fly
  • Add new customer from same page
  • Apply coupons to the order

2.0 2017-07-04

  • Rebuild UI (show buttons after order creation )
  • Skip out of stock products

1.0 2017-06-10

  • Initial release