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.

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

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.

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!