August 23, 2023 · 4 minutes read

How to set up Phone Orders for WooCommerce (Pro): Beginners Guide

How to install Phone Orders for WooCommerce (Pro)

The pro version of the plugin is paid. To purchase it, follow this link: https://algolplus.com/plugins/downloads/phone-orders-woocommerce-pro/

Select the appropriate tariff and click on the “Purchase” button.

Click on the “Purchase” button

After payment, you will receive an email with the plugin archive and activation key.

Purchase Receipt

Please, deactivate the free version of the plugin and install the pro version instead of it.

Then go to the “Plugins” tab and click on “Add new”.

Click on the “Upload” button at the top of the page and choose the plugin archive. The plugin will appear in the “All plugins” tab. Activate it.

How to configure fields and default values while adding new customers

In the guide about the free version of the plugin, we told you about how to specify the shipping / billing address for the customer.

 

If you need to select your required fields, then follow the next steps.

Click on “Settings” the tab and choose the ”New customers” link. You will see this panel.

The “New customers” tab

To hide fields, check fields with a checkmark next to them.

The “Hide fields” option

You can select required fields. The selection algorithm is similar to the previous one.

The “Required fields” option

Choose the default city, postcode, country, state for every new customer.

Choosing the default values

Now, you don’t need to fill in the required field while placing the order, because they have default values.

Required fields and default values in the “New Customer” editor

How to define products that can be sold

Click on the “Settings” tab and choose the ”Products” link. You will see this panel.

The ”Products” tab

Tick the “Sell “out of stock” product” option to allow selling the products that currently are out of stock.

The “Sell “out of stock” product” option

Tick the “Don’t sell products with no price defined” option if you wish to omit products without a specified price from search and order results.

The “Don’t sell products with no price defined” option

Tick the “Sell disabled variation” option to allow selling the disabled variations.

The “Sell disabled variation” option

Now, even if the product is out of stock, it can be sold.

We can choose out of stock product

How to use feature “Pay order as customer”

Click on the tab “Settings” and choose the ”Layout” link. You will see this panel.

The ”Layout” tab

Make sure the checkbox is disabled.

The “Hide button “Pay as customer””option

The order of using the “Pay order as customer” function:

  1. Fill in the order details and customer details. Click on the “Create order” button.
The “Create order” button
  1. The button “Pay order as the customer” is shown now. Click on it to continue the payment.
The “Pay order as the customer” button
  1. You will see the customer payment page. Choose a payment method and click on the “Pay for order” button.
The “Pay for order” button
  1. If the payment was successfully paid, you see the following message.
“Order received” message

Note: To return to the admin panel, click on the “Back to admin area” link.

How to send invoice to the customer

Click on the “Settings” tab and choose the ”Layout” link. You will see this panel.

 The ”Layout” tab

Make sure the checkbox is disabled.

The ”Hide button “Send Invoice”” option

You can also tick the “View invoice for orders” and “View invoice for draft orders” checkboxes to see what the invoice will look like.

”Show button “View Invoice”” options

Now, after clicking on the “Create order” button, you can both send an invoice and view it.

Send invoice
View invoice

How to add additional blocks to the interface

Click on the “Settings” tab and choose the ”Custom fields” link. You will see this panel.

The ”Custom fields” tab

There is advice in the settings on how to create a custom field. Use the following format:

Label Text|custom_fieldname

For example, let’s create a new line “Pickup at” in the “Order fields” block using the following code:

Pickup at|pickup_time|time

Creating a new line

You will find the new field in “Order details” on the “Add order” page.

The new field in “Order details

Conclusion on how to set up Phone Orders for WooCommerce (Pro)

This article shows only a small part of all the possibilities of using Phone Orders for WooCommerce. I am planning on writing more articles about the plugin and the features that make it easier to work with it. Keep an eye out for them!