10 useful settings Phone Orders for WooCommerce (Pro)

Phone orders are an essential tool for any business that wants to take orders over the phone. With Phone Orders for WooCommerce (Pro) plugin, you can easily set up a system to take phone orders, streamlining the process for both customers and employees. Here are 10 useful settings you can use to get the most out of the plugin:

Show “Duplicate Order” button after order creation

This button allows customers to easily duplicate the order, making it easier for them to make multiple orders with the same information. This is especially useful for customers who want to place orders in bulk, as they can easily clone their order and make changes to the quantity or other details without having to re-enter all of the information.

To activate it, go to Settings>Layout and tick Show “Duplicate Order” button after creation.

Show “Duplicate Order” button after creation

After creation a new order, you have the “Duplicate Order” button.

The “Duplicate Order” button

Show cart weight

This feature makes it much easier for customers to get the right products without having to come into the store and weigh them. With phone orders, customers can order quickly and accurately from the comfort of their own home. They can also get the exact weight of their products, so they can make sure they are ordering the right amount. This makes it easier for customers to get the products they need, without the hassle of going to the store.

To activate it, go to Settings>Layout and tick Show cart weight.

Show cart weight

Next to the order details is the order weight.

Order weight

Allow to rename cart items

This feature is beneficial for businesses that take phone orders and need to customize the names of items in the cart to match the customer’s preferences or specifications. By enabling this setting, businesses can provide a more personalized and tailored shopping experience for their customers, enhancing customer satisfaction and potentially increasing sales.

To activate it, go to Settings>Cart Items and tick Allow to rename cart items.

Allow to rename cart items

In the process of creating an order, it becomes possible to rename the product.

Rename the product

Add products by default

With the Pro version of this plugin, you can even add products to orders by default, so they are automatically selected when you enter a customer’s order. This feature is particularly useful for businesses who have a single product they offer over the phone.

To activate it, go to Settings>Cart Items and write items in the Add products by default line.

Add products by default

When creating an order, the product is added automatically.

Album as a default product

Show all coupons in autocomplete

It allows you to offer discounts to customers through coupons that show up in the autocomplete. This makes it easier for employees to find the coupon customers need and make sure they get the best deal.

To activate it, go to Settings>Coupons and tick Show all coupons in autocomplete.

Show all coupons in autocomplete

When you click on the search bar, a list of available coupons appears.

All coupons in autocomplete

Select optimal shipping method on each cart update

This setting allows plugin to assign an optimal shipping method to orders placed over the phone. This ensures that customers don’t have to select a shipping method each time they order, saving time for both customers and employees.

To activate it, go to Settings>Shipping and tick Select optimal shipping method on each cart update.

Select optimal shipping method on each cart update

Note: if this option is enabled, you cannot change the delivery method manually.

Change the delivery method manually
Select optimal shipping method

Show products as default search result

By displaying products as default search results, businesses can enhance the user experience and streamline the ordering process, ultimately leading to increased sales and customer satisfaction.

To activate it, go to Settings>Products and write items in the Show products as default search result line.

Show products as default search result

When you click on the search bar, the belt appears as the default product.

Belt as a default search result

Default customer

If you have a customer who frequently places orders over the phone, you can assign them as the default customer for phone orders. This saves time for employees, as they don’t have to enter in the customer’s information each time.

To activate it, go to Settings>Customers and write customers in the Default customer line.

Default customer

When you create an order, a customer is defined by default.

Liza Wood as a default customer

Show order history for the customer

This feature enables businesses to access and view the complete order records of their customers, providing valuable insights and information. This functionality can greatly enhance customer service and support, as businesses can quickly refer to past orders and assist customers more effectively.

To activate it, go to Settings>Customers and tick Show order history for the customer.

Show order history for the customer

There is a Order History link in the client settings block now.

When you click on it, a list of customer orders is available to you.

List of customer orders

Default discount type

This feature is beneficial for businesses that frequently take phone orders and want to provide discounts to their customers. By setting the default discount type, businesses can streamline the ordering process and ensure that the correct discount is automatically applied to phone orders.

To activate it, go to Settings>Discount>Default discount type and tick Fixed amount or Percentage.

Default discount type

Conclusion on 10 useful settings Phone Orders for WooCommerce (Pro)

In conclusion, the 10 useful settings for Phone Orders for WooCommerce (Pro) offer a range of options that can greatly enhance the user experience and streamline the phone ordering process. With these settings, businesses can effectively manage and track phone orders, ensuring a smooth and efficient ordering process for both customers and staff.

5 Phone Orders Strategies You Should Try

Do you want to conduct telephone sales of goods and services even more effectively? In this article, we will talk about the 5 Phone Orders Strategies You Should Try.

What you need to know before starting to take orders by phone

If you are just starting to create a call center, then you will most likely need a system to measure its effectiveness (KPI). Each business creates indicators for its own area. Here are some possible indicators and recommendations:

  • Average Wait Time is an indicator that displays the average amount of time that customers spend waiting for a response from an operator or receiving a service. It can be designed for different types of service such as phone calls, email, online chats, etc.
  • Average Handle Time is the time an operator spends talking with a client. Agents must be efficient in their work to reduce call time without compromising the quality of service.
  • The Customer Retention Rate is an indicator that allows you to estimate how many customers will continue to use a company’s product or service after their first purchase. It is expressed as a percentage and is calculated as the ratio of the number of regular customers to the total number of customers for a certain period of time. The higher the customer retention rate, the more likely it is that customers will continue to use the company’s product or service and recommend it to other people.
  • The Customer Satisfaction Score is a metric that measures the level of customer satisfaction after interacting with an agent. The goal of a call center is to maximize customer satisfaction rates to improve the company’s image and increase customer loyalty.

You don’t have to implement all the metrics into your system. Focus on those that align with your business goals.

5 Phone Orders Strategies

Standard scheme

Let’s take a step-by-step look at the technology of how to sell over the phone correctly and effectively.

Establishing contact

At the first stage, you need to greet the client, introduce yourself, name the company and ask if the person is comfortable communicating at the moment. Then you can move on to creating interest, for example, with words about a personal discount or a limited offer of a product.

Identification of needs

If the company has experience in communicating with the client, then at the second stage the needs are clarified. For example, if a client requires professional filming equipment, then you need to clarify what equipment the client needs, how much, and so on.


If the needs and the proposed product match each other, you can move on to the presentation. It is necessary to name the main properties and benefits of the product for the client. At the same time, we must not forget about the parameters that are important for the consumer. They were identified at the previous stage. When starting a presentation, you cannot talk about unnecessary things, since there is a risk of being left without a buyer.

Work with objections

If the client is completely dissatisfied with the product or call, you need to listen to him and offer compromise solutions. If a person wants to complete the communication, then you cannot aggressively continue the sale. By ignoring objections, there is a risk of losing this representative of the target audience forever.

Completion of transaction

The manager records the results of communication and arranges a repeat call, or redirects the client to the next stage of the sales funnel.

SPIN sales

The SPIN approach is based on the fact that the seller collects as much information as possible from the client and presents the product based on the needs and goals of the consumer. The operator sells the product to the client in 5 stages:

  • Awareness of the need;
  • Comparison of options;
  • Elimination of doubts;
  • Decision-making;
  • Make a deal.

SNAP sales

SNAP sales are a methodology that aims to put the seller on the same level as the consumer. This telephone sales technique consists of the following sequential steps:

  • The client gives permission to start communication, and the seller provides him with the necessary information and does not focus on advertising;
  • The consumer determines the vector of dialogue development;
  • The client chooses a product that interests him;

Conceptual sales

This is the name given to sales of large, complex systems. The technology is based on a conceptual understanding of the need for a product.

The basic principles of this telephone selling technique are as follows:

  • a concept, not a product;
  • simultaneous development of 2 processes: sale and purchase;
  • rejection of a universal approach;
  • saving the results of communication and finalizing the script.

Challenge sales

This telesales technique is based on convincing the customer to buy the product. It is usually used in the B2B sector and consists of the following steps:

  • introduction to a new product;
  • demonstration of effectiveness;
  • approach to the transaction after interest has been formed.

Secret techniques to improve customer service

What else can you do to keep your customers happy?

  1. Reduce the average time customers spend in line. Queue optimization consists of many factors. This is a significant task that should be paid attention to, starting with the opening of a call center. There are a number of ways to reduce average call handling time without compromising the quality of your agents’ work. Among them are the following:

  • Operator training.
  • Operator training.
  • Ensure efficient call routing.

  1. Develop a robust contingency plan. Because your customers naturally expect ongoing customer support, the final step in setting up your call center is to create robust operational, backup, and system recovery plans to help the support operability of the system in case of unforeseen situations. This way, you will protect yourself from any potential risks and be able to minimize damage from network failures and call center malfunctions. Be sure to document and regularly test your emergency plans, and regularly train staff on what to do in the event of an emergency.

  1. Contact customers after every call to assess their satisfaction. Customer satisfaction research is necessary in any business, both b2b and b2c. Firstly, this allows you to evaluate the work of your own employees, and, secondly, to understand what exactly needs to make customers more satisfied with the company (brand).

These phone orders strategies are not a one-size-fits-all solution. You should apply them, adapting them to your business and taking into account your customer interaction policies. Only by improving your telephone strategy will you be able to achieve good customer relationships and build a full customer base.

Barcode scanning in Phone Orders


Black Friday is a quite busy time! To serve your phone orders even faster on this hot day, use bar code scanner mode. This mode allows you to scan the bar code of any item you wish to purchase, and it automatically adds the item to the customer’s order. The ability to connect a scanning device helps to optimize and reduce service time for each client.

Prepare in advance for the holiday and enable this mode!

Note: this feature is available in the pro version.

How to activate bar code scanner mode

All you have to do is buy a scanner, connect it to your computer and activate the bar code scanner mode:

  1. You simply need to go to the Phone Orders tab in the WooCommerce settings.

  1. Next go to the Settings>Products.

  1. Tick the barcode scanner mode.

How to use bar code scanner mode

After you have activated the mode, the following message will appear on the order creation page:

Barcode mode enabled! Product search works only after pressing the Enter key

Let’s try to find a product.

  1. Scan the barcode. The product will immediately appear in the drop-down list.

  1. Let’s click on it. The product is added to the order.

Can’t scan barcode: reasons

If you are unable to scan an item, it may be due to the following common reasons:

  • Unsuitable conditions: insufficient lighting, too far from the scanning module to the barcode, incorrect position of the reader relative to the graphic image.
  • Device malfunction: phone camera or scanner. You need to make sure there are no scratches or other damage to the glass of the module. Dirt such as stains and fingerprints can be removed with a degreaser. If you cannot solve the problem yourself, you need to contact a service center.
  • The problem with the barcode. Not all devices can read low-quality images (insufficient contrast, blurred, with printing defects). Much depends on the type of scanning module. For example, some are “tailored” to reading small identifiers, while others cannot recognize even large ones if they are poorly printed.

If the problem still persists, then write to our support. We will resolve the situation.


Now you can activate the scanner, bring it to the barcode and in a second it will determine what product it is, its price, and then it will all go to the receipt. Adding products to an order will no longer take much time. This Halloween, no one will be left without good service!

Discounts, coupons and fees in Phone Orders for WooCommerce

Table of Contents

Phone Orders for WooCommerce is a plugin that allows customers to place orders over the phone. The plugin provides various features such as discounts, coupons, and fees to enhance the phone ordering experience. Customers can avail discounts on their purchases by applying coupon codes provided by the store. Additionally, the plugin allows store owners to add fees to orders, such as shipping fees or handling charges. These features make it convenient for customers to place orders over the phone. Moreover, it avails the same benefits and discounts as they would while ordering online.

Let’s look at how to manage discounts, fees and coupons in Phone Orders for WooCommerce.

Note: all settings described below are available only in the pro version.


Discounts are located in Settings>Discount.

To remove the discount option, check the Hide “Add discount” checkbox.

Now there is no Discount field in order creation.

In the Coupon name (used by manual discount) field, enter the default coupon name.

For additional convenience of creating orders, enable the “Allow to edit coupon name” option. This way you can change the coupon name in the order editor.

Set the default discount type (fixed amount or percentage) so you don’t have to spend more time choosing. Check the box next to “Default discount type”.


Coupons are located in Settings>Coupons.

To hide the warning about disabled coupons, simply tick the box provided. This will prevent any notifications from appearing when a coupon is disabled. This feature is useful for users who do not want to be bothered by unnecessary warnings and prefer to manage their coupons independently.

If your business does not have coupons, then check the Hide “Add coupon” option.

The “Show all coupons in autocomplete” option allows you to automate the manual search for coupons and optimize the time spent searching for the desired coupon.


Fees are located in Settings>Fee.

The feature Hide “Add fee” provides greater transparency to customers as they will not be surprised with any unexpected charges.

To specify the default fee name, fill in the “Fee name” field.

The “Fee amount” option helps set the default value for fees.

When it comes to taxes for the fee, you must choose an existing tax class. The “Fee tax class” option allows you to set one of 4 classes: Not taxable, Standard rate, Reduced rate and Zero rate.

Enabling the “Allow to use zero amount” checkbox will give you the ability to use zero fees when carrying out transactions. This function may be useful for small payments or charity donations, where even small transaction fees can cut deeply into the amount of money being donated.

Conclusion on discounts, coupons and fees in Phone Orders for WooCommerce

In conclusion, the use of discounts, coupons, and fees in Phone Orders for WooCommerce can greatly benefit both customers and businesses. By offering discounts and coupons, businesses can attract more customers and increase sales. These incentives can also encourage customer loyalty and repeat purchases. On the other hand, implementing fees for specific services or order types can help businesses cover additional costs or provide premium services. However, it is important for businesses to carefully consider the impact of these discounts, coupons, and fees on their overall profitability and customer satisfaction. By finding the right balance and effectively communicating these offers to customers, businesses can successfully leverage these strategies to drive growth and success in the WooCommerce platform.

From Clicks to Calls: Using Analytics to Optimize Your WooCommerce Phone Order Process

The success of any online business depends heavily on their ability to capture and convert customers. However, if your WooCommerce store is not optimized for phone orders, you could be missing out on a valuable source of revenue. In this article, we’ll discuss how you can use analytics to optimize your WooCommerce phone order process and turn clicks into calls.

What should you pay attention to in analytics?

Analytics provide valuable insights into customer behavior and website performance, allowing you to identify areas of your website that need improvement in order to boost conversions. Here are a few key analytics metrics to pay attention to when optimizing your site for phone orders:

  1. Bounce Rate

This metric tells you the percentage of visitors that leave your website after viewing only one page. A high bounce rate can indicate that visitors are not finding what they need on your website or that your website is difficult to navigate.

  1. Conversion Rate

This metric shows the percentage of visitors that complete a desired action, such as making a purchase or signing up for a newsletter.

  1. Traffic Sources

This metric tells you where your website’s visitors are coming from. Paying attention to this metric can help you identify which traffic sources are the most effective and where you should focus your marketing efforts.

  1. Customer journey

Analyzing the journey of your customers from their entry on your website to the purchase can help you understand where they’re dropping off and identify any areas of improvement.

  1. Device usage

Monitor the type of devices your customers use to access your website. This can help you optimize your website for different device types and ensure that your pages are optimized for mobile users.

How can you apply the obtained analytics?

Now that you know which of your settings are below or above the recommended level, you want to figure out how to fix them.

If you have a high bounce rate, then make your site clear.

The reason for the lack of calls is often found in the design. If a web page is poorly laid out, then it is unlikely to inspire confidence. It’s even worse when the site does not contain the necessary information: prices, contacts, tariffs and the products themselves. Or all the pages are filled with “water”, and the texts contain grammatical and punctuation errors.

In order to fix this, you need to invite a specialist or edit the site yourself. What to pay attention to and check:

  • Legible font;
  • Site navigation;
  • The telephone numbers are operating normally;
  • The site looks well-maintained, as does its mobile version, the images are of good quality;
  • Contact information;
  • The product offer is competently and clearly designed;
  • All links work correctly;
  • The site doesn’t take too long to load;
  • The content corresponds to the expectations from the advertisement seen.

Thanks to these actions, you can achieve a low bounce rate, but also ensure that the customers reaches the end of the purchasing journey.

If you have a low conversion rate, then set up contextual advertising correctly.

Of course, if you have any. And if so, perhaps you have a situation where you have clicks but no conversions. Why does this happen?

There are two key points: whether the ad itself is well set up and the page to which it leads.

The task of contextual advertising is to “reach out” to representatives of your target audience (potential clients) and show them your advertisement. If your ad attractes them, they will click on it and go to your landing page. Next, they will see your page, which should continue the advertisement that the person clicked on, present the company and its main offer, involve in studying the page, close all key objections, build trust, show the assortment, lead to the main or intermediate conversion.

Does everything seem easy and impossible to make a mistake? But nevertheless, if you relax at the moment of setting up the ad, you will get a completely uninterested audience.

What should you do to avoid this?

First of all, remove non-target key phrases. For example, if you provide any non-free services, then you do not need to include “we will provide the service for free” in your phrases. Another example when a phrase can be understood in a different sense. You may have your own business in the quiz, and if you add “quiz for lady” to your key phrases, then you will face the fact that you will not get conversions, since your phrase is essentially the name of the movie (quiz lady). Users searching for this phrase obviously want to watch a film.

There is also another problem with key phrases – their incorrect grouping. Let’s look at the example of an online store of women’s dresses. Unprocessed queries and all phrases, in particular regarding types of dresses, lead to one page – the main page. When typing “stripe dresses”, the user expects to see only striped dresses. In this case, it was worth dividing the phrases into groups (polka dot dresses, mini dresses, etc.) and defining the corresponding page for each group.

Finally, the last but not least thing you can do is to target the right target audience who will see the ad. Most often, the analytical system attached to your website (age, region, behavior on the site) containes all information on your target audience.

If you have low conversions from mobile devices, then adapt your site.

More than half of Internet users from all over the world view web pages from a mobile phone, so it is important to adapt your landing pages, websites and other resources for the mobile user. This will help you avoid losing this audience due to the fact that it is inconvenient for them to read text or fill out a form.

How to adapt a website for mobile users to provide them with ease of use, registration, leaving an application and not lose in conversion:

  • Simplification of design and content

Get rid of design elements, without which the landing page will not lose its meaning and remain intuitive. Remove all images that take a long time to load, hide some elements under buttons (for example, “Show more”), discard the video embedded in the page (for example, on the first screen).

Make sure that the images you leave on the site match the width of the mobile screen.

In addition, try to compress images using special services – this will reduce their size without significant loss in quality.

  • Vertical scrolling and finger taps only

In order for the user to conveniently use the mobile version of the site, he must be able to do this with 2 simple movements – scrolling up and down and pressing a button.

If the user has to enlarge the text, scroll the page horizontally, or reach with his finger to press a button, he is likely to leave the landing page due to inconvenience of use.

  • One touch call

Instead of a contact button in the corner, it’s better to make it possible for the user to call a phone number on the landing page with one click. At the same time, it is desirable that the phone number also places conveniently, avoiding the extreme corners where it is difficult to reach.

  • Button on the first screen

According to statistics, 53% of sites where it takes more than 3 seconds to search for a button lose potential customers. This is too long. The CTA should be detected within 1-2 seconds. Ideally, the button for performing the target action should be located immediately on the first screen, without the need to scroll, easy to press with your thumb. It should be a contrasting color so that it is immediately noticeable.

  • Short application form

Do not overload the application form, especially in the mobile version. Filling it out is already difficult, and if there are many fields in it, the user will most likely not do it. Limit yourself to 1-2 really important fields.

What else can be optimized?

Optimize your phone order! The simplest way to do this is to use the phone order system. This systems make it easier to manage orders, track customer information, and process payments.

Phone Orders for WooCommerce is a great way to add more convenience to your customers. This plugin allows you to easily manage orders placed via phone. This gives you to quickly process orders from customers who may not have access to a computer, or who would prefer to call to place the order.

Among its main advantages:

  1. Intuitive interface.
  2. Possibility of use as a POS system
  3. Barcode scanner available
  4. Storing customer information
  5. Support composite/bundled/other complex products
  6. and more.

Phone Orders for WooCommerce is easy to set up and use. It takes just a few minutes to get started:

  1. Make sure your store runs on WooCommerce.
  2. Download and activate the plugin.
  3. Read about the order acceptance process.
  4. View our other articles about all the features of this plugin to customize it to the needs of your business.

If you’re a WooCommerce store owner, Phone Orders for WooCommerce is definitely something you should consider.

Finally, we recommend continuing to review your site analytics and monitor current trends in your area. Times change, and so do customer preferences. Your supply must match demand. Work on this and the result will not keep you waiting.

How to Handle Returns and Refunds for Phone Orders in WooCommerce

With the rise of e-commerce, more and more businesses are turning to online platforms to sell their products and services. One of the most popular e-commerce platforms is WooCommerce, a WordPress plugin that powers over 30% of online stores.

As an ecommerce business owner, you may have experienced the frustration of dealing with returns and refunds for phone orders. While online purchases are usually more straightforward to manage, phone orders can be a bit trickier, especially when it comes to returns and refunds.

However, with the right approach and tools, handling returns and refunds for Phone Orders in WooCommerce can be streamlined and stress-free.

Why are Returns and Refunds important?

Firstly, returns and refunds are important for customers. No matter how carefully we shop, there’s always a chance that we may end up with a product that doesn’t meet our expectations. It could be the wrong size, color, or even a faulty product. In such cases, having a return or refund policy in place gives customers the assurance that they can easily rectify the situation. It also gives them a sense of security and trust in the business. Knowing that they can easily return or exchange a product if needed, makes customers more likely to make a purchase, as they have nothing to lose.

Returns and refunds are also critical for businesses. They play a crucial role in maintaining customer satisfaction and loyalty. A happy customer is more likely to make repeat purchases and also recommend the business to others. On the other hand, a dissatisfied customer can have a negative impact on the reputation of the business, especially in the age of social media where one bad review can spread like wildfire. By offering a hassle-free return and refund policy, businesses can show their commitment to customer satisfaction and build a positive brand image.

Moreover, returns and refunds also help businesses to improve their products and services. When a customer returns a product, they usually provide a reason for the return. This feedback can be extremely valuable for businesses as it gives them insights into what went wrong with the product. This allows them to make necessary improvements and prevent similar issues in the future. In the long run, this can lead to better quality products and increased customer satisfaction.

Have a clear Return and Refund policy

Before we dive into the technical aspects of handling returns and refunds, it’s essential to have a clear and detailed return policy in place. But, what should be the ideal return and refund policy? Let’s see some key factors that businesses should consider when crafting their policy.

  1. Clarity and transparency

The first and foremost aspect of a good return and refund policy is ensuring it is clear and transparent. This means that it should be easy for customers to understand and should not have any hidden terms or conditions. The policy should be prominently displayed on the company’s website and should be easily accessible to customers. This will not only help customers make informed decisions but also build trust and credibility for your brand.

  1. Timeframe for returns and refunds

Another important factor to consider is the timeframe for returns and refunds. While it is understandable that businesses want to limit the time for returns and refunds, it is also essential to give customers a reasonable window to return or exchange a product. A standard timeframe of 30 days is considered fair and acceptable. This gives customers enough time to try out the product and decide if they want to keep it or not.

  1. Conditions for returns and refunds

It is essential to clearly state the conditions for returns and refunds in your policy. This includes the condition of the product, packaging, and any other requirements for a return or refund to be processed. For example, if a product is damaged or opened, it may not be eligible for a full refund. Clearly outlining these conditions can help avoid any confusion or disputes with customers.

  1. Options for returns and refunds

Customers appreciate having options when it comes to returns and refunds. This could include the option for a full refund, exchange for a different product, or store credit. Offering multiple options can help cater to different customer needs and preferences, ultimately leading to higher customer satisfaction.

  1. Communication and customer service

Having a good return and refund policy is not enough if the customer service and communication are lacking. It is essential to have a dedicated team or process in place to handle returns and refunds efficiently and promptly. This includes responding to customer inquiries and processing returns and refunds in a timely manner. Good communication and customer service can go a long way in retaining customers and building a positive reputation for your brand.

A well-crafted return and refund policy should prioritize clarity, transparency, and customer satisfaction. It should be fair and reasonable for both the business and the customer.

The Return and Refund Process:

Step 1: Verify product return request

The first step in the product return process is to verify the customer’s request. The customer can either come to the store with the product or contact the store’s customer service team to initiate the return process. In either case, the customer needs to provide a valid reason for the return, along with proof of purchase, such as a receipt or invoice. The store staff will then check if the product is eligible for return as per the store’s return policy.

Step 2: Inspect the product

Once the return request is verified, the store staff will inspect the product to ensure it is in its original condition. If the product is damaged or used, it may not be eligible for a return. In such cases, the store may offer a replacement or repair instead of a refund. The staff will also check if all the original packaging and accessories are intact, as these are necessary for the return process.

Step 3: Process the return

If the product is eligible for return, the store staff will process the return by issuing a refund, credit note, or exchange, depending on the store’s policy. They will also record the return in the store’s system for inventory and accounting purposes. In some cases, the customer may be asked to fill out a return form with details like the reason for return and contact information.

Step 4: Refund or exchange

Once the return is processed, the customer will receive a refund or exchange. If the customer has paid through cash, the staff will issue a cash refund. For card payments, the refund will be credited to the customer’s account. In the case of an exchange, the customer can choose a different product or opt for store credit, which they can use for future purchases.

Step 5: Follow-up with the customer

The final step in the return process is to follow up with the customer. It is essential to ensure that the customer is satisfied with the return process and their issue has been resolved. The store can also take this opportunity to gather feedback from the customer and use it to improve their return process in the future.

How to set up Returns and Refunds On Phone Orders

It happens that the client might have confused something in the order over the phone. For example, he thinks about a red shirt, but says that he needs a blue one. Then, when he receives the order, he becomes embarrassed. He doesn’t understand why the blue shirt arrived and demands his order be returned. So, how to return or refund an order in Phone Orders?

In fact, Phone Orders does not provide management of returns and refunds. For detailed control of the situation, you should install a special plugin, for example, Return Refund and Exchange For WooCommerce. However, if you are a small business owner, you can do without it. Here are the steps you should take:

  1. Go to WooCommerce>Phone Orders.
  2. Find the order to be returned.

  1. Click on Full refund button.

Or you could use alternative way:

  1. Go to WooCommerce>Orders.
  2. Select the order to be returned.

Note: To be sure that it is really a phone order, you can enable the “Show icon for phone orders in orders list” checkbox (Phone Orders>Settings>WooCommerce).

  1. Change order status to Failed, Cancelled or Refunded.

Note: Set the status to Failed if the order was canceled before payment, or status Cancelled if the order was canceled after payment.

Analyze and learn from Returns

The first step in analyzing returns is to understand the reasons behind them. A study by the National Retail Federation found that the top reasons for returns in e-commerce are incorrect product sizing, damaged or defective items, and receiving the wrong product. Other common reasons include customer dissatisfaction with the product, changed minds, and delivery issues. By identifying the main reasons for returns, businesses can take proactive measures to prevent them from occurring in the future.

One way to reduce returns is by improving the accuracy of product descriptions and images. Many returns happen because the product received does not match the expectations set by the product description and images. E-commerce businesses should invest in high-quality images and provide detailed and accurate product descriptions that include size, material, and other important details. This will help customers make more informed purchases and reduce the likelihood of returns.

Another crucial aspect to consider is the packaging and shipping process. A significant number of returns occur due to damaged or defective items, which are often a result of poor packaging or mishandling during shipping. E-commerce businesses should invest in high-quality packaging materials and ensure that their products are packaged securely to prevent damage during transit. They should also work closely with their shipping partners to ensure that the products are handled with care and delivered on time.

Returns can also provide valuable insights into the quality of products and customer satisfaction. By analyzing the reasons for returns, businesses can identify patterns and trends that can help them improve their products and services. For example, if a product is consistently being returned due to sizing issues, the business can work on improving their size charts or offering a better range of sizes. Similarly, if a particular product receives a high number of returns due to customer dissatisfaction, the business can look into the quality and features of the product and make necessary improvements.

Apart from analyzing the reasons for returns, e-commerce businesses should also pay attention to the return process itself. A complicated and lengthy return process can frustrate customers and deter them from making future purchases. Businesses should make the return process as simple and hassle-free as possible, with clear instructions and a user-friendly interface. This will not only improve customer satisfaction but also encourage repeat purchases.

Learning from returns can also help businesses improve their inventory management. By tracking the products that are frequently returned, businesses can identify slow-moving items and adjust their inventory accordingly. This will help them reduce excess inventory and prevent losses.

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!

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.

How to use social networks to increase phone orders

Social networks have become a vital part of the marketing mix. They offer businesses a direct line to engage with customers and influence their purchasing decisions. Here’s how companies can use social networks to increase phone orders:

Understanding the Audience

Before launching any campaign, it’s crucial to understand the target audience. Analyzing social media data can provide insights into customer preferences, behaviors, and the times they are most active online. Tailoring content to match these insights can increase the chances of conversion to phone orders.

Example: A local pizzeria analyzes their Instagram data and finds that their followers engage the most with posts featuring their signature pepperoni pizza. They decide to run a campaign during dinner hours, showcasing this popular item and encouraging followers to call and order with a special hashtag.

Engaging Content Creation

Content is king on social media. Creating engaging, informative, and visually appealing content can capture the attention of potential customers. Whether it’s through live videos, stories, or posts, the content should encourage viewers to make a phone call and place an order.

Example: A boutique clothing store shares a series of Instagram stories with a fashion influencer trying on different outfits. Each story ends with a “Swipe Up to Call” option, making it easy for viewers to phone in and purchase the featured clothing.

Personalized Messaging

Personalization can significantly enhance customer experience. Using social media to send personalized messages or respond to queries can make customers feel valued and more likely to use the phone ordering service.

Example: A customer comments on a Facebook post asking if a cake can be customized for a birthday. The bakery responds directly to the comment with a personalized message, inviting the customer to call and discuss the custom order with a cake designer.

Exclusive Social Media Promotions

Offering promotions exclusive to social media followers can drive phone orders. These could be limited-time offers or special discounts available only when ordering over the phone, creating a sense of urgency and exclusivity.

Example: A fitness center posts a tweet offering a 20% discount on membership renewals when customers call within the next 24 hours. The tweet includes a direct phone number, making it convenient for followers to take advantage of the offer.

Integrating Click-to-Call Buttons

Many social media platforms allow the integration of click-to-call buttons in ads or profiles. This feature reduces the barrier for customers to place a phone order, as they can call directly from the social media app.

Example: An electronics retailer includes a click-to-call button in their Facebook ad for the latest smartphone. Interested customers can tap the button and immediately connect with a sales representative to place an order.

Tracking and Analytics

Utilizing tracking tools to monitor the success of social media campaigns is essential. Analyzing which posts lead to an increase in phone orders can help refine strategies and improve future campaigns.

Example: After launching a LinkedIn campaign for a B2B service, the company uses analytics to track which posts are generating the most calls. They find that posts with customer testimonials lead to a higher call volume and adjust their strategy accordingly.


In summary, the intersection of social media and business strategy offers a dynamic avenue for increasing phone orders. By harnessing the power of audience insights, crafting compelling content, personalizing customer interactions, creating exclusive deals, simplifying the calling process, and meticulously analyzing campaign data, businesses can effectively amplify their phone-based sales. Embracing these tactics not only enhances customer engagement but also drives tangible results in today’s competitive market.

Phone Orders for Woocommerce: Free vs Pro versions


If you’re running an online store, you know how important it is to provide a seamless and efficient ordering process for your customers. While many customers prefer to place orders online, there are still those who prefer to order over the phone. That’s where Phone Orders for Woocommerce comes in.

Phone Orders for Woocommerce is a powerful plugin that allows merchants to take orders quickly and easily over the phone. The plugin comes in two versions: Free and Pro. Both versions come with powerful order management features such as order tracking, customer account management, and order notifications. Whether you are a small business or a large enterprise, Phone Orders for Woocommerce can help you take orders quickly and easily over the phone.

When it comes to choosing between the Free and Pro versions of Phone Orders for Woocommerce, there are a few key factors to consider. The Free version is a great option for small businesses or those on a tight budget. It offers basic order management features that can help streamline your phone order process. However, if you’re looking for more advanced features and customization options, the Pro version is the way to go. With the Pro version, you’ll have access to additional features such as advanced reporting, custom order statuses and fields. Moreover, it is an ideal solution for those who want to take their business to the next level.

Advantages of Pro

The Pro version offers an amazing range of features that make it easier to run and manage your business. The table shows the main ones.

Features Free Pro
Separate web page for adding orders (without access to /wp-admin) +
A lot of UI options to suit different workflows and setups +
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 +
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” +

Let’s look at what each function is.

Separate web page for adding orders (without access to /wp-admin)

Don’t want your employee to have access to the site’s control panel? Create a separate page for adding orders. This solution will simplify the work of the call operator. And you will be sure that the employee will not make “unnecessary” movements in your online store.

A lot of UI options to suit different workflows and setups

The plugin also has a range of user interface (UI) options that allow businesses to customize their order forms. It allows you to add custom fields and set the required fields for each order, so you can ensure that all the necessary information is collected. In addition, you can hide some fields or rearrange them. With all these UI options, it’s easy to create an order form that looks and works the way you want it to.

Create new order based on existing order

Creating a new order based on an existing order is a great way to streamline the process of fulfilling a customer’s needs. By taking an existing order, you can quickly and easily create a new order that meets the customer’s needs without having to start from scratch. This saves time and energy while ensuring the customer receives the products and services they requested.

Pause and resume the order

Pausing and resuming orders is a great way to manage your orders more efficiently. By pausing an order, you can stop it from being processed and fulfilled, while still keeping all the details of that order on your site. This can be especially helpful if you need to adjust the order details. For example, adding or removing items, or if you need to change shipping methods.

Customer search by shipping/billing fields

By having the ability to search by shipping or billing address, companies can quickly and accurately locate customer information. This information can be used to provide better customer service, process returns or exchanges, and even to provide targeted offers.

Configure fields and default values while adding new customers

Setting a default city in phone orders is very relevant for local businesses, as it allows them to better serve their customers. This will save time for both the customer and the store, as the store won’t have to manually enter the city for each order.

Define products that can be sold

Selling out of stock products is a great way to boost sales and keep customers engaged. It encourages customers to keep checking back to see when the product is back in stock, and makes them feel like they are part of the product’s journey. For retailers, selling out of stock products can increase revenue, as customers may purchase other items while they wait for the product to come back in stock. Additionally, it increases customer loyalty, as customers will know that the retailer is actively trying to get the product back in stock as quickly as possible. Furthermore, it gives the retailer an opportunity to remind customers of the product when it is back in stock, and potentially drive more sales.

Selling out of stock products can also help retailers better understand their customers’ needs and preferences. By tracking which products are selling out quickly and which are not, retailers can gain insight into what their customers are looking for and adjust their product selection accordingly.

Support composite/bundled/other complex products

The pro version of the plugin also makes it easy to support complex products such as composite and bundled products. To do this, activate the plugin for complex products, configure orders at frontend page (see Separate web page for adding orders above), insert the php code (look in our documentation) corresponding to your plugin into the snippet. If you click on the Configure products button, you can configure the bundle.

Add any additional fees

Fees are an important part of any business, as they help to cover the costs of running the business. Fees can cover the costs of rent, supplies, salaries, utilities, taxes, and other expenses associated with running a business. By collecting the right fees, businesses can ensure that their customers are satisfied and that they can remain competitive. In some cases, fees may even act as an incentive for customers to purchase more products or services. For these reasons, fees are becoming increasingly important for businesses of all sizes.

Setup custom fields for the order/customer

With custom fields, you can create additional fields to better capture relevant information from customers and orders. This information can be used to personalize customer experience, track orders, and increase efficiency in the back-end.

Custom fields can be created for both customers and orders. For customers, you can add fields like gender, age, location, or other demographic information. For orders, you can add custom fields like delivery instructions, order notes, or any other details that customers may need to provide.

Extra WooCommerce reports

The plugin adds 3 new reports to the Reports tab: Sales by Phone, Sales Online, Sales by Phone, per creator. The Sales by Phone provides detailed information about telephone sales, total orders accepted, total sales volume, and total number of items sold. The Sales Online report shows an overview of sales made through the website, including total number of orders, total sales amount, and value of coupons redeemed. The Sales by Phone, per creator report provides information about each author’s sales, such as total sales and total orders. With these new reports, businesses can quickly and easily analyze their sales and identify areas in need of improvement.

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

If the customer wishes to pay for the order with a credit card immediately then the “Pay order as customer” function is the perfect solution. This allows customers to make payments without having to go through the browser. All your employee needs to do is click on the “Pay order as customer” button and enter customer’s credit card details. Once the details have been confirmed, the order will be processed immediately and a confirmation email will be sent to the customer. This ensures that the customer can pay for the order quickly and easily without any hassle.


Overall, Phone Orders for Woocommerce provides an easy and efficient way to take orders over the phone and process them in your store. Whether you choose the Free or Pro version, you’ll be able to save time and money and streamline your phone ordering process.