Shop as Client for WooCommerce – Manual, Phone & vs WooCommerce

Create manual orders in WooCommerce directly from the frontend checkout. Ideal for phone orders, email orders, POS or in-store purchases, sales representatives, and customer service teams placing orders on behalf of customers. Manual, phone & email orders made easy Do you take orders by phone, email, in-store, or through sales representatives visiting customers? Do your staff need to place orders on behalf of customers? Shop as Client for WooCommerce allows store administrators and shop managers to create manual orders directly from the frontend checkout, using the exact same purchasing experience customers use. Perfect for: Manual order creation Phone orders Email orders In-store or POS purchases Customer service assisted orders B2B sales teams Sales representatives creating orders for clients Instead of using the limited WooCommerce admin order screen, your staff can simply shop normally and assign the order to the correct customer. Why create manual orders from the frontend? WooCommerce’s backend order editor does not always reproduce the real customer shopping experience. With Shop as Client, your staff members can: Add products to the cart normally Use coupons and discounts Apply shipping and payment methods Trigger checkout integrations Use plugins that only work on the frontend This ensures orders behave exactly like customer-placed orders. How it works When an Administrator or Shop Manager reaches checkout: All customer checkout fields become available, including custom fields Staff can enter the customer’s email and details The order is automatically assigned to an existing customer if matched by email address Or a new customer account can be created Or the order can remain as a guest order The result is a clean, correct WooCommerce order created on behalf of the customer. Free plugin features Place manual orders on behalf of customers using the regular checkout Enter phone and email orders directly in your shop Assign orders to existing customers automatically Create new customers during checkout Allow guest orders when needed Works with both the classic and the block-based WooCommerce checkouts Uses your existing checkout workflow and extensions PRO add-on features The PRO add-on expands staff ordering workflows with powerful tools: Live customer search with autocomplete results while typing “Request payment by email” payment gateway to finalize orders and send payment links to customers “Invoice or Purchase Order” payment gateway for orders to be invoiced later or already paid via PO — optional PO number field, and a “Payment already received” checkbox that automatically marks the order as paid when ticked Search registered customers by email address, name, company, billing and shipping addresses, or any other profile field Optionally search on previous orders to find customers faster or previous guest orders Allow staff to adjust product prices for special deals or negotiated orders (compatible with WooPayments multi-currency) Show the product’s Cost of Goods Sold (WooCommerce 9.5+) when adjusting its price, so staff can see the margin before granting a discount Set guardrails on price changes: disallow free products, enforce a minimum markup above cost, or set a floor on the allowed discount Advanced features for developers and power users Developer filter to add custom fields to the automatically filled checkout details User Switching integration, to benefit from the fact that the customer is logged in, and still use our plugin functionalities, like the payment request gateway and seller tracking Start the order with a blank checkout form Set default values for the “Shop as client” and “Create user” fields Automatically update the customer details on their profile after checking out Get custom fields from: Simple Checkout Fields Manager for WooCommerce WooCommerce EU VAT Assistant WooCommerce EU VAT Number Invoicing with InvoiceXpress for WooCommerce NIF (Num. de Contribuinte Português) for WooCommerce Technical support Continued development Ideal use cases Shop as Client is widely used by stores that need assisted ordering: Retail stores taking phone orders Shops receiving orders by email Physical stores creating POS orders in WooCommerce Customer support teams placing orders for customers Wholesale and B2B businesses Sales agents managing client purchases Field sales representatives creating B2B orders Built for real WooCommerce workflows Unlike backend order creation, Shop as Client keeps your existing checkout logic intact: Payment gateways Shipping rules Checkout customizations Taxes and fees Integrations that only run on checkout Mostly everything works exactly as if the customer placed the order themselves. 🚀 Upgrade to PRO Need faster order entry or payment request workflows? The PRO add-on turns WooCommerce into a powerful assisted-sales system for phone, email, and in-store orders. Ideal for teams handling high volumes of phone, email, or assisted orders. Now available in lifetime licensing Try a demo of the PRO add-on for free here! Other (premium) plugins Already know our other WooCommerce (premium) plugins? VAT Number and EU VIES Validation for WooCommerce – Collect and validate VAT identification numbers for the whole European Union, confirm them against VIES and remove VAT on qualifying intra-EU B2B orders Advanced Coupon Restrictions for WooCommerce – Create coupons for any Product Taxonomy, User details, and Order destination. Simple Checkout Fields Manager for WooCommerce – Add custom fields and manage (remove, make required or optional) core fields on the new WooCommerce Block-based Checkout Simple WooCommerce Order Approval – The hassle-free solution for WooCommerce order approval before payment Taxonomy/Term and Role based Discounts for WooCommerce – Easily create bulk discount rules for products based on any taxonomy terms (built-in or custom) DPD / SEUR / Geopost Pickup and Lockers network for WooCommerce – Deliver your WooCommerce orders on the DPD and SEUR Pickup network of Parcelshops and Lockers in 21 European countries Auto Cancel WooCommerce On-hold Orders – Automatically cancel WooCommerce “On-hold” orders after a determined period of time.

WooCommerce is the open-source ecommerce platform for WordPress. Our core platform is free, flexible, and amplified by a global community. The freedom of open-source means you retain full ownership of your store’s content and data forever. Whether you’re launching a business, taking brick-and-mortar retail online, or developing sites for clients, use WooCommerce for a store that powerfully blends content and commerce. Create beautiful, enticing storefronts with themes suited to your brand and industry. Increase revenue with an optimized shopping cart experience that converts. Customize product pages in minutes using modular product blocks. Showcase physical and digital goods, product variations, custom configurations, instant downloads, and affiliate items. Sell subscriptions, bookings, or memberships, with our developer-vetted extensions. Rise to the top of search results by leveraging WordPress’ SEO advantage. Build on a platform that scales. Get flexible ecommerce for high-volume stores. ALL THE TOOLS YOU NEED TO SELL Built-in tools and popular integrations help you efficiently manage your business operations. Many services are free to add with a single click via the optional Setup Wizard. Choose how you want to get paid. Conveniently manage payments from the comfort of your store with WooPayments (Available in the U.S., U.K., Ireland, Australia, New Zealand, Canada, Spain, France, Germany, and Italy). Securely accept credit cards, mobile wallets, bank transfers, and cash thanks to 100+ payment gateways – including Stripe, PayPal, and Square. Configure your shipping options. Print USPS labels right from your dashboard and even schedule a pickup with WooCommerce Shipping (U.S.-only). Connect with well-known carriers such as UPS and FedEx – plus a wide variety of delivery, inventory, and fulfillment solutions for your locale. Simplify sales tax. Add WooCommerce Tax or similar integrated services to make automated calculations a reality. Grow your business, add features, and monitor your store on the go WooCommerce means business. Keep tabs on the performance metrics most important to you with a powerful and flexible central dashboard built into WooCommerce. Expand your audience across marketing and social channels with Google Ads, HubSpot, Mailchimp, and Facebook integrations. You can always check out the in-dashboard Marketing Hub for fresh ideas and tips to help you succeed. Enhance store functionality with hundreds of free and paid extensions from the WooCommerce Marketplace. Our developers vet each new extension and regularly review existing extensions to maintain Marketplace quality standards. We are actively looking for products that help store builders create successful stores. Manage your store from anywhere with the free WooCommerce mobile app (Android and iOS). Spoiler alert: Keep an ear out for the slightly addictive “cha-ching” notification sound each time you make a new sale! Own and control your store data – forever With WooCommerce, your data belongs to you. Always. If you opt to share usage data with us, you can feel confident knowing that it’s anonymized and kept secure. Choose to opt-out at any time without impacting your store. Unlike hosted ecommerce solutions, WooCommerce store data is future-proof; you’re free to export all your content and take your site to any platform you choose. No restrictions. Why developers choose (and love) WooCommerce Developers can use WooCommerce to create, customize, and scale a store to meet a client’s exact specifications, making enhancements through extensions or custom solutions. Leverage hooks and filters to modify or create functionality. Integrate virtually any service using a robust REST API and webhooks. Design and build custom content blocks with React. Inspect and modify any aspect of the core plugin code. Speed up development with a lightning-fast CLI. The core platform is tested rigorously and often, supported by a dedicated development team working across time zones. Comprehensive documentation is updated with each release, empowering you to build exactly the store required. Be part of our growing international community WooCommerce has a large, passionate community dedicated to helping merchants succeed – and it’s growing fast. There are WooCommerce Meetups in locations around the world that you can attend for free and even get involved in running. These events are a great way to learn from others, share your expertise, and connect with like-minded folks. WooCommerce also has a regular presence at WordCamps across the globe – we’d love to meet you. Contribute and translate WooCommerce is developed and supported by Automattic, the creators of WordPress.com and Jetpack. We also have hundreds of independent contributors, and there’s always room for more. Head to the WooCommerce GitHub Repository to find out how you can pitch in. WooCommerce is translated into multiple languages, including Danish, Ukrainian, and Persian. Help localize WooCommerce even further by adding your locale – visit translate.wordpress.org. Connection to WooCommerce.com You can connect your store to WooCommerce.com to manage your subscriptions on WooCommerce Marketplace and receive product updates without leaving WordPress admin. Connection also enables installation of purchased products right from WooCommerce.com and streamlines access to technical support. If you’d like to learn about what data is gathered and how it is used, please refer to our Privacy Policy.