Shop as Client for WooCommerce – Manual, Phone & vs Global Payments SecureSubmit Gateway

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.

This plugin provides a Global Payments Gateway addon using our SecureSubmit card tokenization library. Features of SecureSubmit: Only two configuration fields: public and secret API key Simple to install and configure Tokenized payments help reduce PCI Scope Enables credit card saving for a friction-reduced checkout How do I get started? Get your Certification (Dev/Sandbox) Api Keys by creating an account on https://developer.heartlandpaymentsystems.com/SecureSubmit/