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16
Jan, 2024

10 Of The Most Inspiring Advanced Dynamic Pricing Ideas

In today’s highly competitive market, businesses are constantly looking for new and innovative ways to boost their sales and stay ahead of the competition. One strategy that has gained a lot of attention in recent years is dynamic pricing. This is the process of adjusting prices based on demand, inventory levels, and other market factors. While the concept of dynamic pricing is not new, advancements in technology have opened up a whole new world of possibilities for businesses to implement creative and effective strategies. In this blog post, we will explore 10 of the most inspiring dynamic pricing ideas that are being used by businesses to drive sales and increase revenue. We will also show our readers how to create the appropriate rules in the Advanced Dynamic Pricing plugin.

Personalized Pricing

With the help of big data and analytics, businesses can now personalize their pricing strategies for individual customers. By analyzing customer data and purchase history, businesses can offer customized prices to each customer based on their preferences, spending habits, and other factors.

The simplest example is to give a discount based on the user’s role.

Create a rule (blank). Specify the role in Conditions section. In Product dicounts section choose the type of discount and its amount.

Time-based Pricing

This strategy involves adjusting prices based on the time of day, week, or month. For example, prices for a hotel room may be higher during peak tourist season compared to the off-season.

Let’s imagine that you are the owner of a restaurant. You began to notice that on weekdays in the afternoon hours (1-4 p.m.) there are fewer orders than at other times. Create a discount by date and time!

Create a rule (blank). Specify days of week and time (from 1 p.m. to 4 p.m.) in Conditions section. In Product discounts section choose the type of discount and its amount.

Location-based Pricing

Location-based pricing takes into account the geographical location of customers to determine prices. For example, a ride-sharing app may charge higher prices in a busy city center compared to a less busy suburb. This allows businesses to adapt their prices to local market conditions.

Setting up a pricing strategy by location is very easy. Follow these guide:

Create a rule (blank). Specify shipping zones in Conditions section. In Product discounts section choose the type of discount and its amount.

Limited Products

Limited edition products often generate a lot of buzz and demand. Businesses can use dynamic pricing to adjust prices for these products based on demand, making them more exclusive and desirable for customers.

Using the plugin, you can create a rule by tag (for example, the Limited Edition tag).

Create a rule (Product discount type). Specify Tags in Product filter section. Choose the type of discount and its amount in Product discount section.

Flash Sales

Limited-time promotions or flash sales can create a sense of urgency and encourage customers to make a purchase.

Don’t know how to show a timer on a product page? Add an Advertising block (ссылка) to your rule!

Note: Be sure to include the date range of your rule.

Related Products

Let’s imagine that you have a clothing store. You have been on the market for a long time and have identified a general pattern – in more than 20% of jeans purchases, cuscromers wanted to purchase a belt to go with them.

How to increase this percent? Start a “buy jeans and belt at a discount” company.

Solution via Advanced Dynamic Pricing for WooCommerce:

You can create such a rule in several ways.

  1. Create a rule (Product discount type). Specify Product type in Product filter and select, for example, hoodie. Add a similar filter, but select sunglasses. In Product discount section check Split flag. Enter a percentage discount for the second item.
  1. Create a rule (blank). Add Product filter section and specify Product type. Choose, for example, a hoodie. Add Auto add to cart section. Select sunglasses and enter its discount.
  1. Create a rule (BOGO (free) type). Specify Product type in Product filter and select, for example, hoodie. In Free products section, select sunglasses.

We show you the gift option because it has the benefit of being visible on the product page.

Encourage to buy more

For example, you own a jewelry store and your main goal is to sell as much product as possible. But time passes, and there are no sales. What to do?

Let customers know that they will receive a discount for their volume of orders.

Create a rule that gives customers a 10% discount if they have made more than 5 orders in the last 6 months.

Payment-based Pricing

It happens that your store does not have an offline point of sale. Then it makes sense that your priority would be to keep your revenue in digital form. In addition, it is safer for you if the buyer pays for the goods immediately. However, not every customer is ready to agree with this.

Encourage them to pay online and immediately. All you need for this:

Create a rule (blank). Add Product Discounts section and enter a discount. Add Conditions section, select the Card payment method and the method itself.

Organize a contest or giveaway

It’s no secret that contests increase brand awareness and attract new customers. Organize a giveaway on a social network (for example, Instagram) or on your store’s website. Determine the lucky winner and give him a discount as follows:

Note: check Once in Can be applied to limit the customer.

Get customers to be active

What increases the status of a brand in the eyes of other buyers? Only reviews from customers like themselves!

We are not suggesting that you generate reviews; instead, encourage customers (both new and old) to take a targeted action on the site. It could be:

  • Like
  • Filling out the form
  • Writing a review

Such activity benefits both newly opened businesses and those who have been on the market for a long time.

Give a coupon to everyone who is active. Create a rule (example below) and send a coupon to the subscriber by email.

Or you can use the link through which the coupon will be activated automatically.

All you need to do is:

  1. Go to Settings>Coupons and tick “Enable “Activated by coupon” links” option.
  1. Enter the coupon name in the field at the top of the rule.
  1. Copy the URL by clicking the button next to it.
  1. Send an email to the lucky winners with this link. They will see the following message if they click on the link.

In conclusion, Advanced Dynamic Pricing for WooCommerce is a game-changer for businesses looking to optimize their pricing strategy and stay ahead of the competition. With these 10 inspiring ideas, businesses can take advantage of dynamic pricing and drive more sales, increase profits, and attract and retain customers. As technology continues to evolve, we can expect to see even more innovative and inspiring Advanced Dynamic Pricing for WooCommerce ideas in the future.

29
Sep, 2023

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.

2
Oct, 2023

Advanced Order Export: Free vs Pro

Introduction

Advanced Order Export is a powerful and versatile tool that makes it easy to export orders from your online store in a variety of formats. With the free version of Advanced Order Export, you can export orders to CSV, XML, and PDF formats, as well as to various platforms. You can also filter orders by date range, order status, and other criteria. The free version also includes basic mapping options, allowing you to map the exported data to your own custom fields. However, the free version does not offer support any of the more advanced features.

Features of Pro

Advanced Order Export Pro is an invaluable plugin for any store owner looking to make the most out of their WooCommerce store. The automation that the pro version has can save you time and money in the long run, allowing you to focus on other aspects of your business.

All key functions of the pro version are presented in the table:

Features Free Pro
Profiles – +
Status Change Jobs – +
Scheduled jobs – +
Destination Block – +
Advanced settings – +

Profiles

Profiles are a block containing saved export settings. With it, you can easily create different profiles to export your WooCommerce orders into various formats.

Status Change Jobs

The plugin also has a feature that allows you to export orders based on their status, such as processing, refunded, or completed.

Scheduled jobs

With the advanced order export scheduled jobs, store owners can easily automate the process, saving them time and resources. This allows them to focus on other aspects of their business, such as marketing and customer service.

Destination Block

This feature is ideal for businesses that need to quickly and accurately transfer order data from one platform to another. It allows for the export of orders to a wide variety of destinations, including HTTP, XML, FTP, and even direct to a web service.

Advanced settings

With its advanced settings, you can customize your order export process in detail. It allows you to configure General, Interface, Jobs, Failed Export, Zapier and HTML.

Conclusion

The Advanced Order Export plugin for WooCommerce is a great way to keep track of orders and export data quickly and easily from the store. While the free version is a great starter tool for basic data export needs, the pro version offers more features and options for more advanced data export tasks. In the professional version, you can configure and save multiple export settings, schedule automatic exports, and even export orders to different destination blocks. For those with more complex export needs, the pro version is the best choice. It offers more features and options for faster and more efficient order export tasks.

26
Oct, 2023

Barcode scanning in Phone Orders

Introduction

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.

Conclusion

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!

3
Oct, 2023

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

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

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

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.

3
Jun, 2024

How to set different price based on country

In the dynamic world of e-commerce, personalized pricing strategies have become a key driver of competitiveness and profitability. One particularly effective approach is using geographic data to tailor prices according to regional factors. This article explores the significance of using geographic data in dynamic pricing and provides insights into implementing this strategy on WooCommerce, one of the leading e-commerce platforms.

Understanding Geographic Data in Dynamic Pricing

Geographic data refers to information that identifies the location and characteristics of natural or constructed features on the Earth’s surface. In the context of dynamic pricing, it includes factors such as:

Market Demand: Demand for products or services can vary significantly across different regions due to factors like population density, income levels, cultural preferences, and local economic conditions.

Competitive Landscape: Local competitors, market saturation, and pricing strategies employed by competitors in specific regions influence the pricing decisions of e-commerce businesses.

Regulatory Environment: Legal and regulatory differences between regions, such as taxes, tariffs, and shipping regulations, impact pricing and profit margins.

Adapting Prices to Regional Features on WooCommerce

  1. Geolocation Tools Integration: Integrating geolocation tools into your WooCommerce store allows you to identify the location of website visitors accurately. By knowing the geographic location of users, you can customize the pricing displayed to them based on their region.

  2. Market Research and Analysis: Conduct thorough market research to understand the unique characteristics and demands of different regions. Analyze demographic data, consumer behavior patterns, and competitor pricing strategies to inform your pricing decisions.

  3. Dynamic Pricing Rules: Implement dynamic pricing rules that take geographic data into account. For example, you can set rules to adjust prices based on the cost of living index, local currency fluctuations, or demand-supply dynamics specific to each region.

  4. Targeted Promotions: Use geographic data to create targeted promotional campaigns tailored to specific regions. Offering discounts, promotions, or incentives that resonate with the preferences and needs of local customers can boost sales and customer loyalty.

How to do it in Advanced Dynamic Pricing?

Change the terms of the wholesale discount for each country. To do this:

  1. Find out the current exchange rate to adjust the required amount for the discount. For example, the buyer must have a purchase worth 50 US dollars. To convert this to Danish kroner, you need to do a mathematical calculation: 50 * 0.15 = 7.5, where 0.15 is the ratio of the krone to the US dollar.

  2. Specify the country in the Conditions section. In our example, we do not specify a filter for products so that the discount applies to the entire store.

  1. Monitoring and Optimization: Continuously monitor the performance of your dynamic pricing strategies across different regions. Analyze sales data, customer feedback, and market trends to identify opportunities for optimization and refinement.

Note: in this case, you can use Advanced Order Export for WooCommerce. Read more about setting up this plugin there.

Benefits of Geographic-Based Dynamic Pricing

Improved Competitiveness: Adjusting prices to reflect regional demand and competition, businesses can stay competitive and capture market share more effectively.

Enhanced Customer Experience: Personalized pricing based on regional preferences enhances the customer experience, leading to higher satisfaction and repeat purchases.

Maximized Profitability: Optimizing prices according to regional factors enables businesses to maximize profitability by capturing value where demand is highest and adjusting prices where necessary.

Conclusion

In the era of data-driven decision-making, geographic data in dynamic pricing has emerged as a powerful strategy for e-commerce businesses operating on platforms like WooCommerce. By understanding regional features, adapting pricing strategies accordingly, and harnessing the capabilities of modern technology, businesses can gain a competitive edge, enhance customer satisfaction, and drive sustainable growth in the global marketplace.

23
Aug, 2023

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

How to install Advanced Order Export for Woocommerce (Pro)

Before installing the plugin, you need to buy it on our website. Select the appropriate tariff and click on the “Purchase” button.

Tariffs

Email

As stated in the instructions, first we will remove the free version of the plugin, if it was installed earlier.

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

At the top of the page, click on “Upload” and choose the plugin archive. The plugin will appear in the “All plugins” tab. Activate it.

How to set up Advanced Order Export for Woocommerce (Pro)

We wrote about how to configure the plugin in this article. The settings are the same in both versions.

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.

How to configure Status Change Jobs in Advanced Order Export for Woocommerce (Pro) 

The “Status change jobs” tab enables you to automatically export orders whose status has been modified to the designated location.

For example, let’s take the First situation from the last article.

There are two ways to create a job in the “Status change jobs” tab: 

  1. On the “Profiles” tab, you can click on the “Copy to a Status change jobs” button.

The “Copy to a Status change jobs” button

  1. On the “Status change jobs” tab you can click on the “Add job” button.

The “Add job” button

Then click “OK” on the message window.

The message window

In both cases, at the end you will see the window with the status job settings.

The status job settings

If you have already set up your “Profile” earlier, then you only need to specify “From status” and “To status” for the jobs. Let’s select the statuses “Processing” and “On hold” in the line “From statuses” and “Completed” in the “To status”.

“From status” and “To status”

Save settings.

How to configure Scheduled Jobs in Advanced Order Export for Woocommerce (Pro) 

You can configure the “Scheduled Jobs” tab to have reports exported on a schedule.

There are two ways to create a job in the “Scheduled Jobs” tab: 

  1. On the “Profiles” tab, you can click on the “Copy to a Scheduled Jobs” button.

The “Copy to a Scheduled Jobs” button

  1. On the “Scheduled Jobs” tab you can click on the “Add job” button.

The “Add job” button

In both cases, finish setting up the scheduled job on this window.

The scheduled job

By default, an empty file will not be sent.

The “Don’t send empty file” option

And the directory path is your site’s folder.

The directory path

You can choose another export destination (or destinations). For example, Email and Directory. To set up the Email, be sure to include a recipient. Then click on the ”Test” button.

The Email

If you have a similar error, then enter email in the “From email” field.

Error in Test Results

If the submission was successful, you will receive the following message.

Successfull Test Results

Schedule settings are quite flexible and understandable.

Schedule settings

Let’s imagine that you have to send a report on a certain day of a certain month. Choose date and time and click on the “Add” button.

Choose date and time

Click on the “Add” button

Do the same if you want to add another date.

Add another date

Set the period for which data will be loaded into the report in the “Export date range” section.

The “Export date range” section

Conclusion on how to set up Advanced Order Export for Woocommerce (Pro)

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

23
Aug, 2023

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!

3
Oct, 2023

Phone Orders for Woocommerce: Free vs Pro versions

Introduction

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.

Conclusion

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.

© Alexander Prokaev, sole trader — Russia, Astrakhan, Botvina street, 29,95 — VAT 301702039457