Shop as Client for WooCommerce

ཞིབ་བརྗོད།

Allows a WooCommerce store Administrator or Shop Manager to use the frontend and assign a new order to a registered or new customer, taking advantage of all the frontend functionalities that might not exist on the backend, which can be very useful for phone or email orders.

The order will automatically be assigned to a registered customer if the billing email matches. If no registered user is found, the shop manager can decide to either create a new user or leave the order as if it was inserted by a guest.

Two new fields are added to the billing checkout section, for logged-in administrators and shop managers.

Features

  • Enter email and phone orders directly on the frontend;
  • Create orders for existing users if the email address exists on the customer database;
  • Choose either to create a new user or leave the order as if it was inserted by a guest if the email address does not exist on the customer database;

PRO add-on features

In addition to all you can do with the free plugin, the paid add-on offers you a number of additional features:

  • Search customer by email address (on the users’ table and optionally also previous orders) and automatically fill in the checkout details;
  • Fake payment gateway that allows administrators and shop managers to finalize the order and ask for the order payment by sending the customer a payment link via email;
  • Autocomplete feature while typing the customer email, first name, last name, company or phone number
  • Show handler and allow filtering by handler on the admin orders list
  • Developer filter to add custom fields to the automatically filled checkout details;
  • Possibility to start the order with a blank checkout form;
  • Set default values for the “Shop as client” and “Create user” fields;
  • Option to update the customer details on his profile;
  • Get custom fields from:
  • Technical support;
  • Continued development;

Other (premium) plugins

Already know our other WooCommerce (premium) plugins?

སྒྲིག་འཇུག

  • Use the included automatic install feature on your WordPress admin panel and search for “Shop as client”.

FAQ

How to set “Shop as client” to “No” by default?

Add this to your (child) theme functions.php file, or use the PRO add-on.

How to set “Create user” to “Yes” by default?

Add this to your (child) theme functions.php file, or use the PRO add-on.

Which user roles have access to the “Shop as client” functionality?

Administrators and Shop managers can use “Shop as client” on the checkout.
Add this to your (child) theme functions.php file if you want to allow other user roles to use this functionality.

I’m giving discounts user or user role based. Will this work?

No. The logged-in user is the Administrator or Shop Manager. It’s not possible to integrate with the vast amount of user or user role-based discount plugins when the logged-in user is not the customer himself.

This is true for both the free version and the PRO add-on plugins.

Is this plugin compatible with the new WooCommerce High-Performance Order Storage?

Yes, in beta, from version 2.1 onwards.

Can I contribute with a translation?

Sure. Go to GlotPress and help us out.

Where do I report security vulnerabilities found in this plugin?

You can report any security bugs found in the source code of this plugin through the Patchstack Vulnerability Disclosure Program. The Patchstack team will assist you with verification, CVE assignment and take care of notifying the developers of this plugin.

More FAQs

Check out the PRO add-on FAQs

གདེང་འཇོག

2020 ལོའི་ཟླ 12 ཚེས 14 ཉིན། 1 reply
Great plugin and even greater support. Had a couple of queries and Marco was right on them. Impecable service.
2020 ལོའི་ཟླ 3 ཚེས 23 ཉིན། 1 reply
Excelente função
2020 ལོའི་ཟླ 2 ཚེས 15 ཉིན། 1 reply
I will save millions of seconds of your life. An excellent plugin. Take care of its development please! Thanks so much!
2020 ལོའི་ཟླ 1 ཚེས 7 ཉིན། 1 reply
We decided to buy the pro version straight away, and it works really well. It helps our agents for hours. Also Guest users are the information quickly took over in the latest update. Support is very very very quick!
གདེང་འཇོག 9 ཡོངས་སུ་ཀློག

བྱས་རྗེས་འཇོག་མཁན། & གསར་འབྱེད་པ།

“Shop as Client for WooCommerce” is open source software. The following people have contributed to this plugin.

བྱས་རྗེས་འཇོག་མཁན།

“Shop as Client for WooCommerce” has been translated into 7 locales. Thank you to the translators for their contributions.

ཁྱེད་ཀྱི་སྐད་ཡིག་ནང་ལ་ “Shop as Client for WooCommerce” ཡིག་སྒྱུར་བྱོས།

Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

དག་བཅོས་ཉིན་ཐོ།

2.7 – 2023-11-27

  • PRO add-on: Update plugin translations online instead of shipping them with the main plugin
  • PRO add-on: HTML tag closing fix on the settings page
  • Requires WordPress 5.4
  • Tested with WordPress 6.5-alpha-57137 and WooCommerce 8.3.1

2.6 – 2023-10-12

  • Do not show other plugins promotion banner if the PRO add-on is active
  • Tested with WordPress 6.4-beta2-56809 and WooCommerce 8.2.0

2.5 – 2023-08-01

  • PRO add-on: Fix two fatal errors (print_f and sprint_f instead of printf and sprintf)

2.4 – 2023-07-25

  • PRO add-on: New autocomplete option to try to find users by registration first name, last name, and email if not found by WooCommerce meta.
  • PRO add-on: Fix a bug where the autocomplete would not be activated if the “Shop as client field default” option is set no “No”
  • Tested with WordPress 6.3-RC1-56289 and WooCommerce 8.0.0-beta.1

2.3.1 – 2023-07-14

  • Fix updater for PRO add-on users

2.3 – 2023-07-14

  • Information about the lack of information on the “Order Received” / “Thank You” page on WooCommerce 7.8.1 and above
  • PRO add-on: Show the “Order Received” / “Thank You” page on WooCommerce 7.8.1 and above
  • Remove the InvoiceXpress banner and add the Simple Order Approval for WooCommerce one
  • Fix jQuery deprecation notice

2.2 – 2023-07-07

  • PRO add-on: Exclude some 3rd party plugin fields from being cleared from the checkout when the “Clear checkout fields” option is set to “Yes”, and a new shop_as_client_empty_checkout_field_exclusions filter to allow developers to add more fields to the exclusions
  • Tested with WooCommerce 7.9.0-rc.3

2.1 – 2023-05-13

2.0 – 2022-10-13

  • PRO add-on: Show handler and allow filtering by handler on the admin orders list
  • Tested with WordPress 6.1-RC1-54506 and WooCommerce 7.0

1.9.2 – 2022-07-28

1.9.1 – 2022-07-28

  • Fixed a bug that would assign an order to a random user if no email address was provided
  • Better feedback when no email address is provided
  • PRO add-on: Create user without checking out
  • New filter shop_as_client_user_email_if_empty to allow developers to provide an email address programmatically when none is provided by the user
  • Only show the InvoiceXpress nag for portuguese stores
  • Requires WordPress 5.0 and WooCommerce 4.0 or above
  • Tested with WordPress 6.1-alpha-53789 and WooCommerce 6.8.0-beta.2

1.9.0 – 2022-07-28

  • Unreleased version with a bug

1.8.0 – 2022-05-05

  • New brand: PT Woo Plugins 🥳
  • Tested with WooCommerce 6.5.0-rc.1 and WordPress 6.0-beta2-53236

1.7.2 – 2021-05-21

  • PRO add-on: Fix on the payment gateway: stock behaviour when setting the order “On hold”

1.7.1 – 2021-05-21

  • PRO add-on: Fix on the payment gateway: “On hold” orders should be payable

1.7.0 – 2021-05-21

  • PRO add-on: New fake payment gateway option to set the order “On hold” instead of “Pending” after the checkout
  • PRO add-on: Greek translation
  • Small code fixes
  • Drop support for WooCommerce below 3.0
  • Requires PHP 7
  • PRO add-on: Add the “Update URI” header
  • Tested with WordPress 5.8-alpha-50943 and WooCommerce 5.4-beta.1

1.6.6 – 2021-03-10

  • Tested with WordPress 5.8-alpha-50516 and WooCommerce 5.1.0

1.6.5

  • PRO add-on: Hebrew translation (Thanks fixerwolfe)
  • Tested with WordPress 5.7-alpha-49862 and WooCommerce 5.0.0-beta.1

1.6.4

  • PRO add-on: Add option to not send the payment request email on the fake payment gateway
  • readme.txt update
  • Tested with WordPress 5.5-RC1-48708 and WooCommerce 4.4.0-beta.1

1.6.3

  • PRO add-on: Make Autocomplete enabled by default and no longer beta
  • PRO add-on: Fix WooCommerce EU VAT Number integration
  • Tested with WordPress 5.5-alpha-47609 and WooCommerce 4.1.0-rc.1

1.6.2

  • PRO add-on: Use WooCommerce Ajax endpoint instead of WordPress admin-ajax.php
  • Tested with WordPress 5.5-alpha-47547 and WooCommerce 4.0.1

1.6.0

  • PRO add-on: New Autocomplete (BETA) feature while typing the customer email, first name, last name, company or phone number
  • Tested with WooCommerce 4.0.0-rc.1

1.5.3

  • New shop_as_client_update_customer_data filter so that developers can allow the customer details to be updated on their profile;
  • PRO add-on: New setting to update the customer details on his profile;

1.5.2

  • Changes on the InvoiceXpress banner

1.5.1

  • Bugfix: PHP notice

1.5.0

  • PRO add-on: New (fake) payment gateway that allows administrators and shop managers to finalize the order and ask for the order payment by sending the customer a payment link via email

1.4.0

  • PRO add-on: Get customer details from orders if not found as a user, useful if you want to insert an order for a client that previously shopped as a guest
  • PRO add-on: New shop_as_client_pro_search_order_statuses filter to limit the order statuses where the customer is searched (if not found as a user)
  • PRO add-on: Get VAT number from WooCommerce EU VAT Number

1.3.0

  • Hide “Create user” when “Shop as client” is set to “No”
  • Add version number when loading the javascript functions file
  • Sync version number with the PRO add-on
  • Fix Tested up to tag

1.0.4

  • Tested with WordPress 5.3.3-alpha-46995 and WooCommerce 3.9.0-rc.1

1.0.3

  • Fix version number

1.0.2

  • PRO add-on announcement

1.0.1

  • Fix fatal error

1.0

  • Preparation for the, soon to be released, PRO add-on
  • Search the customer also by billing email in addition to the profile email
  • Invoicing with InvoiceXpress for WooCommerce nag
  • Tested with WordPress 5.3.1-alpha-46798 and WooCommerce 3.8.1

0.6

  • Tested with WordPress 5.2.5-alpha and WooCommerce 3.8.0

0.5

  • Fix the order handler information – we now store it on a specific custom field and it will only be available for orders created after this plugin version
  • Prevent the logged-in user details to be updated with the client details

0.4

  • Show the order handler on the order edit screen (Thanks Albert Amar / Israprods)
  • New shop_as_client_allow_checkout filter so that developers can allow other user roles to use the “Shop as client” functionality (Thanks CJ Ratliff / A+ Media for suggesting this)
  • Tested with WordPress 5.2.3-alpha-45552 and WooCommerce 3.7.0-beta.1
  • WordPress 4.9 minimum requirement
  • PHP 5.6 minimum requirement
  • Translations update

0.3

  • Force field defaults
  • Update readme.txt
  • Fix plugin version number
  • Tested with WordPress 5.1.1 and WooCommerce 3.6.2

0.2

  • The generated password for a new user account is now sent via email, unless false is returned to the shop_as_client_email_password filter
  • The username will be generated from the email (text before @) if the “When creating an account, automatically generate a username from the customer’s email address” WooCommerce option is checked, otherwise the whole email is used as username
  • Bumped WC tested up to tag
  • Release sponsored by Albert Amar / Israprods

0.1