Creating Custom Orders in Admin

Hi @jaatendi ,

In WooCommerce, you can create an order from the admin side, we have a guide on it here: https://docs.woocommerce.com/document/managing-orders/#section-16

I see you mentioned We find that the default functionality does not allow us to smoothly do this.. Is there any particular functionality you find limiting? If so, then do let us know!

Hi thanks for responding! Here are more details:

Limitations of our existing system:

1) products need to be searched for by typing letters into a search field so that they can be added to the order, they cannot be browsed and selected.

2) a new customer cannot be created, an existing customer must be selected.

3) The customer’s address needs to be loaded into the order and appears to not be working.

4) The price cannot be customized, we can only use discount coupons.

5) A payment method cannot be accepted, we can only email them an invoice with a link to pay, which gave me an error message, when I clicked on the link in the email as a customer.

Hi @jaatendi ,

Thank you for the details.

1) products need to be searched for by typing letters into a search field so that they can be added to the order, they cannot be browsed and selected.

That is indeed right. We’re not aware of a plugin that would allow you to browse and add products from the admin end.

2) a new customer cannot be created, an existing customer must be selected.

That is right as well. But you can add the customer before creating an order by going to Users > Add New. Just make sure that the user’s role is set to “Customer” as seen in this screenshot: https://d.pr/i/pqUtKI

3) The customer’s address needs to be loaded into the order and appears to not be working.

The address is pulled from the User’s saved addresses. If you create a user, you can edit it and save their billing/shipping address and other details and those will be loaded when you select the customer when creating the order. Please see the screenshot below for reference: https://d.pr/i/pIlJci

4) The price cannot be customized, we can only use discount coupons.

That is right. This is because WooCommerce uses one base price for a product. Unfortunately, we’re not aware of any plugins to get around this.

5) A payment method cannot be accepted, we can only email them an invoice with a link to pay, which gave me an error message, when I clicked on the link in the email as a customer.

That is the intended behavior as the invoice needs to be paid by the customer.

Are you looking for a solution where the customers give you their card details on phone and you create the order and process the payment on behalf of your customers using the card details they gave you?

If so, then you’d need to log in to the customer’s account first, and then you’d be able to access their payment link and pay for it. You can do this easily via the User Switching for WooCommerce extension. You can find more details about it here: https://docs.woocommerce.com/document/user-switching/

Using the User Switching for WooCommerce extension, you can also create orders on behalf of your customers from the front-end of your site (akin to browsing the products to add them to cart and then placing the order).

I hope this helps!

We haven’t heard back from you in a while, so I’m going to mark this as resolved – if you have any further questions, you can start a new thread.