Woocommerce: Order Confirmation Mangement

Hi

Automate with Custom Code.

If you prefer a more automated approach, you can add custom code to your site that splits orders between employees. Here’s a simplified example:

Add a Custom Meta Field to Orders:
Add a custom meta field to each order to store the employee ID responsible for it.

Assign Orders Automatically:
Create a custom function to assign orders to employees based on specific logic, such as alternating between employees, assigning based on geographic location, or load balancing.

function ahirwp_assign_order_to_employee($order_id) {
$employees = ['employee1_id', 'employee2_id', 'employee3_id']; // Replace with actual employee user IDs
$assigned_employee = $employees[array_rand($employees)]; // Randomly assign an employee
update_post_meta($order_id, '_assigned_employee', $assigned_employee);
}
add_action('woocommerce_checkout_order_processed', 'ahirwp_assign_order_to_employee');

This is good way to go ahead without any custom plugin. in the backend, under Order list you can easily add custom filter by meta field.

Let me know.

Thanks
Ahir Hemant

Hi @benlalam1,

Thank you for reaching out.

We understand how crucial it is to manage your orders effectively. However, WooCommerce does not have an in-built feature to assign orders to specific employees, but, this can be resolved with the help of a suitable plugin.

I recommend using our Order/Customer CSV Export Suite. This tool allows you to export your orders into a CSV file which you can then share with your employees. You can divide the list of orders manually and assign them to each employee to avoid any overlap.

Additionally, you can consider using a CRM system that integrates with WooCommerce, such as HubSpot for WooCommerce. This system can help you manage your customer interactions more effectively, allowing you to assign specific customers or orders to specific employees.

I hope this helps!

Hello, @hemant-ahir

This sounds perfect,I won’t lie though, I don’t know much about how to do it, can you walk me through please if that’s not a bother ?

Hi @benlalam1

To implement the custom code suggested by @hemant-ahir, you’ll need to access your child theme’s functions.php file.

1. Open your WordPress dashboard.
2. Go to Appearance → Theme File Editor.
3. Select the Theme Functions (functions.php) file in the Theme Files list on the right-hand side.
4. At the end of the file, paste the code provided by @hemant-ahir
5. Click the Update File button to save your changes.

Please note that modifying your theme’s files can potentially break your site if not done correctly. Always make a backup of your site before making any changes. If you’re uncomfortable doing this, I recommend hiring a developer or using one of the plugins @ckadenge suggested in the previous response.

Let me know if you need further assistance!

Hi @benlalam1

I noticed your original message, and I wanted to let you know that I have implemented the same functionality in one of our plugin. Please check out this plugin, it should be of great help to you.

WooCommerce Order Confirmation Management

Please check this out and let me know.

Thanks,
woopluginstore