Phone Orders for WooCommerce

Description

Speeds up adding manual/phone orders in WooCommerce backend.

Having created an order, you can view the order, send an invoice and complete payment of the order ( 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

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

I enabled “Cash on delivery”, but I don’t see it in payment methods

You should add non-virtual product to the cart at first. If you want to hide this method at frontend – use this code

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

Shipping cost is not added to Order Total

Please, visit >WooCommerce>Settings>Shipping>Shipping Options and turn off “Hide shipping costs until an address is entered”

Reviews

Best phone orders plugin with best support

korvak May 15, 2024

Not only is this plugin amazing and full of features, but the support is the best I’ve ever seen. Support responds quickly and goes the extra mile to resolve every issue.

Fantastic plugin and fast support!

wilsgaard December 19, 2022

Incredibly fast and professional support. Strongly recommended plugin!

Top Notch!

warrisr October 31, 2022

Excellent plugin with fast and helpful support. If you are still using the built-in WooCommerce order creation and editing tools, you need to get this plugin.

Great support

schmago December 14, 2021

The plugin works great, and the tech support is just amazing. Special thanks to Alex!

Life Changing

lnuessl December 14, 2021

I was looking for this for a long time. If you want to take an order over the phone, without all the hassle of trying to keep your inventory in synch, this is the one for you. Lets you create an order, send it over to your customer, and have them pay for it in a couple of clicks. Love it.

I love this plugin

dsawyers November 19, 2021 1 reply

The default admin order feature leaves a lot to be desired. We have a very complicated store with custom shipping packaging for items that ship from multiple warehouses and woocommerce dynamic pricing, the default admin ordering doesn’t do anything of that but this one does it all (I tested the free version and I’m recommending the pro version for the pause and restart option and pay as customer. The free plugin reculculated the dyanamic pricing and correctly used the custom shipping packaging and rules. I’m very impressed. The only part of the plugin that could be imporoved for us is that we use variations with multiple selectors and when we search for a product it only shows us the product name for each variation and doesn’t show the variation options (so it’s difficult to know which one we need to select). I’m not sure yet if the pro version fixes that, but if not, we’ll make a feature request.

Contributors & Developers

Changelog

3.9.1 2024-10-11

• Fixed bug – option “Switch customer” worked incorrectly
• Fixed bug – can not edit cost of custom product
• Fixed bug – impossible to type coupon name in popup
• Fixed bug – our internal meta was visible in order items (>WooCommerce>Orders)

3.9.0 2024-05-22

• Added option “Autocomplete results only for selected countries (Google Map API)” to >Settings>Common
• Fixed bug – can not create many item metas with same key
• Fixed bug – current user cart was not empty after creating new order
• Fixed some warnings (PHP 8.3)

3.8.10 2024-03-22

• Fixed critical bug – coupons ignored
• Fixed bug – fatal error when checking status of variable product

3.8.9 2024-03-20

• Speed up the plugin a bit, we prevented unnecessary shipping calculations
• Fixed bug – broken UI layout when our pricing plugin is active
• Fixed bug – php warnings for action “woocommerce_payment_complete”

3.8.8 2023-12-12

• Added option “Hide results without house number” to >Settings>Common
• Reverted change – switched google autocomplete mode back to “geocode”
• Fixed bug – incorrect address parsing(autocomplete) for UK

3.8.7 2023-09-25

• Updated product search to sort results better
• Fixed bug – autocomplete incorrectly filled AU addresses
• Fixed bug – autocomplete sometimes shown routes (not addresses)

3.8.4 2023-08-04

• Fixed bug – popup”Add fee” worked incorrectly in tax mode “Yes, I will enter prices inclusive of tax”
• Fixed bug – option “Don’t close popup on click outside” didn’t work
• Reverted change – all order notes was system

3.8.3 2023-05-15

• Minor UI tweaks
• Fixed bug – button “Get report” didn’t work at tab Tools
• Fixed bug – HPOS verification error in WooCommerce 7.0 or earlier
• Fixed bug – incorrectly filled address_2 during google autocomplete

3.8.2 2023-03-29

• “Products History” popup shows previously purchased products for selected customer
• New option “Don’t apply pricing rules” , it requires last version of our pricing plugin
• Fixed bug – order notes added as system notes now
• Fixed bug – PHP warning “Constant FILTER_SANITIZE_STRING is deprecated”

3.8.1 2023-01-30

• Internal, not released

3.8.0 2023-01-09

• Support High-Performance order storage (COT)
• Added option “Allow to create orders without payment” to >Settings>Common
• Fixed bug – dropdown “Orders Status” ignored
• Fixed bug – correctly show errors if Create Order fails
• Fixed bug – now we ignore results of woocommerce hooks if they return wrong minimal qty the product
• Added compatibility with WOOCS – Currency Switcher for WooCommerce Professional, by realmag777

3.7.4 2022-11-15

• Internal, not released

3.7.3 2022-11-09

• Fixed bug – item meta can’t be saved
• Fixed bug – can’t increase qty using arrows if option “Manage stock?” is off
• Fixed bug – minor js errors (undefined vue variables, etc)

3.7.2 2022-10-24

• Fixed Sensitive Data Exposure vulnerability

3.7.1 2022-10-12

• Fixed bug – field “State” shown as text box when adding new customer
• Fixed bug – any click on the tab “Log” triggered the search
• Fixed bug – order creator(user) didn’t see own orders in filter “Mine”, at page >WooCommerce>Orders

3.7.0 2022-09-13

• Migrated to Vue3.js
• Added option “Show currency selector” to >Setting>Layout
• Fixed bug – selected Payment Method not getting on emails
• Fixed bug – incorrect check WooCommerce presence for multisite

3.6.13 2022-08-08

• Modified UI – last column is bold now
• Fixed bug – error message shown at Multisite Network websites
• Fixed bug – products were not sorted by “Menu Order”
• Minor UI tweaks

3.6.12 2022-05-19

• Show amount (inc vat) for applied coupons
• Modified UI – column Discount is ignored if user set own value in column Cost
• Fixed bug – empty labels in dropdown “Payment method”, for some payment plugins
• Fixed bug – user had to click twice in column “Discount” , to switch discount type
• Fixed bug – wrong total amount if option “Disable shipping calculation” was ON in Advanced Dynamic Pricing for WooCommerce

3.6.11 2022-03-28

• Fixed bug – shipping method was empty by default
• Fixed bug – popup “Advanced Search” ignored prices set by Advanced Dynamic Pricing for WooCommerce
• Fixed bug – WooCommerce free shipping coupon didn’t change shipping method

3.6.10 2022-02-16

• Fixed critical bug – wrong information was saved about order creator

3.6.9 2022-02-13

• internal, not published

3.6.8 2022-02-07

• Removed dropdowns in search inputs, to avoid confusion for new users
• Speeded up cart calculations
• Added tab “Tools”
• Fixed bug – fatal error if WooCommerce is not active

3.6.7 2021-12-13

• Speed up adding item meta fields
• Increased QTY input if option “Allow to input fractional qty” is active
• Show “x.00” if option “Allow to input fractional qty” is active
• Fixed bug – item meta key “Product” didn’t allow to create new order

3.6.6 2021-11-16

• Fixed critical bug – compatiblity issue when our pricing plugin is not active

3.6.5 2021-11-16

• Fixed critial bug – can not create order with 30+ items
• Fixed bug in compatibility with min/max QTY WooCommerce plugins
• Fixed compatibility with conditional payment gateways

3.6.4 2021-10-07

• Search by “first name + last name” works now
• Error message shown if wrong coupon was removed
• Line “Manual Discount” shows discount amount only once
• Fixed bug – zero of the shipping methods in popup
• Fixed bug – shipping cost ignored applied coupons
• Fixed bug – settings showed all countries (ignored WooCommerce settings)
• Added Finnish language

3.6.3 2021-05-17

• Show default values in popup “Create custom product”
• Highlight section with missed customer details
• Fixed bug – customer cart showed items of last order
• Fixed bug – manual discount conflicted with some coupon plugins
• Fixed bug in compatiblity with plugin “Advanced Dynamic Pricing for WooCommerce”, discount was applied twice for tax mode “Yes, I will enter prices inclusive of tax”
• DEV – some requests (create order,create customer) send “multipart/form-data”

3.6.2 2021-03-31

• Added back option “Switch customer” to >Settings>Common
• Modified title for product search result

3.6.1 2021-03-17

• Imporved compatiblity with Advanced Dynamic Pricing for WooCommerce to support gifts.

3.6.0 2021-03-16

• We switched to webpack to build single-page application
• Button “Create order” shows detailed error message if cart items must be removed from the cart
• Fixed some XSS vulnerabilities
• Fixed bug – customer created via plugin was invisible in >WooCommerce>Customers
• Fixed bug – payment method COD was visible in Settings only if option “Accept for virtual orders” is active
• Fixed bug – incorrect item cost for mode “Yes, I will enter prices inclusive of tax”
• Fixed bug – button Tab ignored selectors Country/State in “Edit Address” popup
• Fixed bug – some phrases can not be translated
• Removed outdated option “Switch customer” from >Settings>Common
• Added compatibility with Loco Translate

3.5.2 2020-12-09

• Allow to drag/reorder items in the cart
• New option “Allow to edit shipping title”, for any shipping method
• A lot of minor tweaks to calculate fees/shipping/subtotal correctly
• Fixed bug – product search was slow in some cases

3.5.1 2020-10-05

• Compatible with WooCommerce 4.5
• Added some hooks (for compatibility with other plugins)

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