Manual Orders / Phone Orders
Today still many shop owners need to manually enter orders for customers. I think it would be amazing to have a "private" page for admins where admins can create orders easily which supports all the features that the normal checkout page the customers use supports. Also very important that in this page all of the installed payment gateways can be used, independently if these are enabled or not for regular customers. This would give great flexibility and save time to shop owners.
Julian Fox commented
updated: Sometimes when creating an order for a customer its not clear from the admin point of view how the customer is receiving notification. I think it would help people and users of WooCommerce to understand how the customer is perceiving the interaction if there was an admin panel that served primarily for this purpose and the buttons and text were designed to let the admin know what the customer can expect to see based on the options the admin chooses.
Simply put: The admin should be able to see a preview of exactly what the customer is going to see in an email before the admin clicks 'create order'. This is only so that a person who picks up woocommerce and starts using it doesn't have to understand email templates, admin user roles vs customer roles etc...
Julian Fox commented
This is a great idea. Right now WooCommerce is designed to be used by the customer. There needs to be a more useful interface for the admin to act as the customer for instace, create a new order/booking and a new user account in the process.
The design flow of woocommerce assumes 1. if the customer has not used the website before the first entry point will be the front page. a lot of businesses have walk ins or phone customers and the business wants those customers to be in the woocommerce system even if that particular customer doesnt use the website ever. For the admin to make orders for these customers is annoying because in order and booking lists it does not reflect the correct customer details every where.
A an idea for an all in one solution might be an extra admin Tab in WooCommerce called 'Customers' and on this tab it would list all the customers who have made a purchase. It would also list guest purchases. But it would have a button that would say 'Add new' which would allow you to create a new user for WordPress and assign the role of customer, the rest of the form would provide options to create any type of order the admin wants and clear buttons for sending notifications and invoices.
The list of customers would have your usual options like quick edit, trash, edit, and 'create new order'. if i was editing a customer or if i was creating a new customer, it should allow me to create a new customer or edit current details and view current orders or crea a new order for that customer all on 1 page.
While most of the orders will come in from the website (public facing), it would still be helpful to have a way to process a card from the admin interface of WooCommerce.
There is the ability to open a new order from the admin panel, but that makes little sense if there is no means to pay for it.
After an order is manually entered, choose a payment method, then be given the choice to enter the payment information and process the payment.
This would eliminate the need to use an external service to process orders that are manually entered.
Love the idea. If it in addition also was adapted for a barcode scanner that can integrated, it would be an optimal solution for most small and medium-sized shops.
It might be better to move this to the WooCommerce ideas thread.
Agreed! We are using the Authorize.net CIM plugin for WooCommerce, but:
When in the back end of WooCommerce adding a new order (Orders > Add Order), we want the ability to pull the customer's credit card information from the Authorize.net CIM into the add order screen and process the charge on the customer's card if one exists in the CIM.
If the customer is a new customer and does not yet have a credit card in the CIM, or if it is a new card they want to use for the order, we want the ability to enter the credit card info, process the charge on the card and have the card stored in the customer's record in the CIM.
It would also be nice if this were integrated with other payment gateways, or into the core (which the gateway plugins would hook into).
Also we want to have an admin alert email sent when a customer tries to make a purchase and their credit card is declined. I will try to find a thread somewhere for this last point.
What a great idea!
Also great and much needed for phone orders
Stu Dio commented
We have a retail location. It would be nice to have an option to enter the order in the admin and have the customer pay in the admin.