How to Create Phone Orders In WooCommerce?

https://www.youtube .com/watch?v=I4uGulh25Lc

In this guide, we break down the steps to create a WooCommerce phone order in the WooCommerce backend. 👉 WooCommerce plugin link: https://sgwp.dev/4979c Your WooCommerce store has customers that want to place their orders over the phone, email, or even through live chat. 🚀 SUPPORT THE CHANNEL If you want to support the channel, migrate to my favorite fast and easy to setup WordPress hosting provider: https://kinsta.com/?kaid=KSNUROHTRIXC –LINKS– 👉 User Switching plugin link: https://sgwp.dev/switch 👉 Full tutorial (written format): https://sgwp.dev/phone-orders 👉 WooCommerce plugin link: https://sgwp.dev/4979c How do you properly create new phone orders in WooCommerce manually? Step 1: Add a new order in WooCommerce On WordPress dashboard, hover over WooCommerce and click Orders. Next, click “Add order”. Step 2: Add the customer with billing and shipping details Next, add the customer to the order. If the customer currently has an account, search for the customer under the customer dropdown (i.e. enter their first and last name or email to search). After selecting the customer, the customer’s billing and shipping address should load. If the billing or shipping address does not load, click “load billing address” or “load billing address”. If the customer wants to ship this order to a new address, enter in their new shipping address. What if my customer does not have an account yet? If the customer has not yet been created, you can assign the customer as a “Guest”. If you want to create a new user for the customer, go to your WordPress dashboard, hover over Users and click Add new. When adding a new customer ensure that you set their role as “Customer” and enter in their billing and shipping details. What should the default Order Status be? Keep the order status as “Pending payment” unless you will collect the payment offline. Step 3: Add products, coupons, shipping, and taxes to the order Click “Add products” at the bottom of the order form and search for the products to add to the customer’s order. Add coupon, shipping fee, or tax rate to the order (optional) If applicable, do the following to add a coupon, shipping fee, or tax rate to the order: Coupon: click the “Apply coupon” button and enter the coupon code. Shipping fee: click “Add shipping” to enter shipping price. Tax Rate: click “Add tax” and select the tax rate for the customer. Step 4: Create order and send client invoice for payment After you have entered the customer details, products, and any others, click Save. Next, under Order actions in top right hand corner, toggle the dropdown to “Email invoice / order details to customer” and click “Create”. Your customer will receive be emailed an invoice to pay for their order. Step 5: Customer receives invoice and pays for their order Your customer will receive a email notification with the link to “pay for this order”, similar to the screenshot below. When your customer clicks the payment link they will be directed to your store’s checkout page to complete their payment with the available payment gateways (i.e. Stripe, Authorize Net, PayPal, Amazon Pay, etc.) What happens after the customer pays for their order? After the customer pays for their order, the order status will be updated from “pending-payment” to “completed”. In addition, the customer will receive an email order notification that their order has been received. Want to read the full tutorial? Check it out on my website at: https://sgwp.dev/phone-orders — BEST WORDPRESS HOSTING — 🚀 Kinsta: https://kinsta.com/?kaid=KSNUROHTRIXC — DESK SETUP — Standing Desk: https://geni.us/Grfoy3e Monitor: https://geni.us/sXxj Monitor Arm: https://geni.us/FdWLYiM Power Hub: https://geni.us/09jFF Cable Management Tray: https://geni.us/pRBAF9E Microphone: https://geni.us/nyWUc2N Boom Arm: https://geni.us/TVPegD Webcam: https://geni.us/Ins8 Desk Video Light: https://geni.us/l0c2d Headphones: https://geni.us/5eU1HbM Keyboard: https://geni.us/TaADN Keyboard 2: https://geni.us/kN7nt Logitech Mouse: https://geni.us/s4rtcj Xbox Controller: https://geni.us/TEY3v Laptop Stand: https://geni.us/VDzR3A Stool: https://www.autonomous.ai/fitness/ergonomic-stool Lightstrip: https://geni.us/xAFxo Chair: https://geni.us/pK7W Macbook Pro ’15: https://geni.us/AYc9 SanDisk 500GB External SSD: https://geni.us/rI9o If you’d like to support the channel: ☕ Buy me a coffee: https://www.buymeacoffee.com/simong #WooCommerce DISCLOSURE: We often review or link to products & services we regularly use and think you might find helpful. Wherever possible we use referral links, which means if you click one of the links in this video or description and make a purchase we may receive a small commission or other compensation.