How to Set Up Advanced Order Export for Woocommerce: Beginner’s Guide

Advanced Order Export for Woocommerce is a plugin for e-commerce websites. It takes advantage of WordPress express environment and makes it easy to configure and export orders on the fly. It enables users to configure all settings in each template and create its own schedule (view details in “pro version” article). Also, it gives the facility to customize specific fields using PHP.

Orders can be exported in different formats (for example, CSV, XLS or HTML), as well as to different applications like Zapier.

 So, what is the easiest way to set up Advanced Order Export for Woocommerce?

How to install Advanced Order Export for Woocommerce

First, you need to open the

First, you need to open the “Plugins” tab and click “Add new”. 

The “Plugins” tab

You have to write “Advanced Order Export for Woocommerce” in the search panel

The search panel

Click “Install now” and wait a few seconds.

Click “Install now”

Then activate it.

You can find the plugin in the “Woocommerce” tab.

The “Woocommerce” tab

How to set up Advanced Order Export for Woocommerce

Some parameters in the plugin are set by default. Orders are filtered by the date they were created, the export file name is “orders-%y-%m-%d-%h-%i-%s”, orders are sorted by id in descending order, and all fields are in the export fields.

We will configure the most requested settings and create three different export files: a regular file with multiple orders, summary report by products, and summary report by customers.

First situation: regular file with multiple orders.

First, let’s set the order date range. For this you must click on “Date range” and select the day, month and year from the pop-up calendar

The pop-up calendar

Then change “Export filename“. To make it clear, orders for which period will be exported, let’s write the following code:


Export filename

Select format of export file. In our example, it will be a PDF. Set up settings for it. Click again on PDF and choose: 

Page number – right align

Page header text – First example

Fit table to page width – Yes

Format of export file

You can also change the colors in your file and add your logo.

Other settings

Now set up fields to export.

Click on “Remove all fields” and then add other fields by method drag-and-drop.

Fields to export

Second situation: summary report by products.

For this type of export, you need to choose “Summary report by products”

Summary report by products

Note: All other settings will be saved, except for the fields for export. They will be changed to those appropriate for this type of report.

Changed fields

Third situation: summary report by customers.

As in the previous case, you need to tick the “Summary report by customers”

Summary report by customers

Also fields for export will be different.

Different fields

How to create a custom field in Advanced Order Export for Woocommerce

Sometimes it happens that you need additional fields for a report. In the plugin Advanced Order Export for Woocommerce, you can add them yourself.

How to create a custom field:

  • Go to the desired category and click on the “Add field” button;
  • Select the “Meta key” value;
  • Add the value to the “Column name” and “Field format” fields (string only for XLS);
  • Click the “Confirm” button.
Custom field

Another way to add a static field:

  • Click on the “Add static field” button;
  • Enter a value in the “Column name” field;
  • Fill in the “Value” field or leave it empty;
  • Select the value from the “Field format” drop-dow;
  • Click the “Confirm” button”.
Static field

How to save report settings to your own Profile in Advanced Order Export for Woocommerce (Pro)

Once you’ve set up your report, you can save them to your Profiles. 

To do this, click on the “Save as a profile” button

The “Save as a profile” button

You can create several such settings for different types of reports, as well as configure their schedule, automatic export when the order status changes, and the destination. (view details in “pro version” article)

Export the order

Note: Before exporting orders, you must ensure that your list of orders is not empty.

There are two ways to export orders from Woocommerce: “Export” and “Export without progressbar”.

Export orders

For bulk exporting orders, you must use the “Export” button. Otherwise, click on “Export without progressbar”.

There are three reports: the regular file with multiple orders, summary report by products, and summary report by customers.

The regular file with multiple orders
Summary report by products
Summary report by customers

Conclusion on how to set up Advanced Order Export for Woocommerce.

Now you figured out how to configure Advanced Order Export for Woocommerce. It also has many other equally useful settings. You can read about all of them in our plugin documentation.

How to set up Phone Orders for WooCommerce: Beginners Guide

How to set up Phone Orders for WooCommerce: Beginners Guide

Essentially, a phone order is a calling up to your buyers and placing an order via telephone. This can obviously be a huge boon to your revenue as you don’t have to use postage or an expensive shipping service to ship products to customers who may only be making a small order.

The Phone Orders for WooCommerce makes it easier to enter phone orders in the WooCommerce backend. This makes it much more efficient.

The plugin has many useful features:

  • Quick search through existing customers or add new ones
  • Easily add new products or search for existing ones on-the-go
  • Prices can be set according to default rates, or adjusted within the order itself

In this article, we will show. how to install and start to use the phone Orders plugin.

How to install Phone Orders for WooCommerce

Click on the “Plugins” tab and select “Add New”.

Then enter “Phone Orders for WooCommerce” in the search bar. Click on the “Install now” button and then on the “Activate” button.

The plugin will appear in the “Woocommerce” tab.

How to create a new order in Phone Orders for WooCommerce

As you can see in the picture, the “Phone Orders” area is divided into two blocks: order details and information about the customer.

Phone Orders main area

Fill in the details of the order. We select the products that the customer wants to purchase.

Searching of the products in Phone Orders search

As soon as we click on the desired product, it immediately appeared in the shopping cart.

The Phone Orders’ cart

Let’s change the price and quantity.

Changing the price and quantity in Phone Orders

Click on the “Recalculate” button to display the tax in the shopping cart.

The “Recalculate” button

Now the price with tax is displayed in the cart.

New price with tax in the shopping cart

Notes are located in the lower left corner. It can be both notes of the customer, and others.

Write your order’s note in Phone Orders

Let’s add a new customer. Click on the “New customer” button link.

The “New customer” link

Required fields are marked with a checkmark. Let’s fill it in.

Note: You can set up suitable required fields in the pro version.

The “New customer” editor

For example, Lisa (our customer) said that she needs to deliver the order to a different address. Check the box “Ship to a different address?” and fill in the data (pencil icon).

Checking the box “Ship to a different address?”

Editing address

When you have entered all the details of the order, click on the “Create order” button. Now you can view the order, send a check to the customer by email or create a new order.

Creating the order

This is what the “View order” page looks like.

The “View order” page

How to create a new order based on existing order in Phone Orders for WooCommerce

Find, edit and copy an existing order using “Find Existing Order” section in the PRO version of the Phone Orders plugin:

  1. Input customer name, product name or order number;

Using the “Find existing order” panel

  1. Find and choose the order you need;

Choosing needed order

  1. Сopy it to the new.

Clicking to the “Copy order” button

Successful creation of a copy of the order

The view of copied order

In the PRO version of the plugin, you have access to such functions as:

  • 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
  • After creating the order, you can “Pay order as customer”

Read about them in our article How to set up Phone Orders for WooCommerce: Beginners Guide (Pro).

Conclusion on how to set up Phone Orders for WooCommerce

In this blog post I have demonstrated how to set up Phone Orders for WooCommerce. I hope you will be able to set up the plugin with the help of this article. If you are looking for other helpful tutorials, read related articles of this blog.