Widerrufsmanager Functional Manual

The dashboard is the compact starting point of the plugin. It combines setup status, shortcodes, support links and quick access to the most important working areas. Since Lite 1.0.13 the dashboard area has been visually modernized and includes a direct tutorial entry point.

WordPress dashboard widget since Lite 1.0.13

Lite 1.0.13 also registers a compact WordPress dashboard widget titled “WM Widerrufsmanager”. It shows the most important withdrawal KPIs directly on the main WordPress dashboard.

Lite 1.0.13 also adjusts the admin footer review hint: the line is more subtle, italic and highlights “WM Widerrufsmanager” typographically.

The withdrawal button is a flexible entry point to the configured withdrawal page. It can be placed wherever customers should be able to start the process.

Order validation is the functional gatekeeper. It determines whether an order may be opened for withdrawal and which positions are selectable.

• Searches the WooCommerce order by the submitted order number.
• In PRO, the order-number source can be controlled: automatic detection, direct WooCommerce order ID or custom order number via configured meta keys.
• In Lite, compares the submitted email with the billing email.
• In PRO, can use flexible verification combinations with order date, billing name/company and billing postcode.
• Checks the order status against allowed or blocked statuses.
• Calculates the withdrawal deadline from the configured number of days.
• Respects quantities already approved in previous withdrawal requests.
• Hides or marks items that are no longer eligible.

The admin area is the working interface for incoming withdrawal requests. Requests can be filtered, opened, reviewed, decided and documented.

Basic emails inform customers and admins about receipt and decision of a withdrawal request. They contain order reference, customer data, status and item information.

Pro extends this area with visual templates, logo, colors, custom HTML content, test emails, CC/BCC and Reply-To.

The settings control the complete base process: form, target page, button, withdrawal deadline, email behavior, frontend texts and privacy options.

The extensions page lists Lite and Pro modules, explains availability and provides entry points to related settings. It gives admins one place to understand which parts of the system are active.

The check helps shop owners verify whether the basic withdrawal process is technically configured. It checks form page, button/link availability, relevant texts and process settings.

The Lite privacy tools cover retention duration, anonymization/deletion behavior and optional storage of technical data. The plugin integrates with WordPress privacy tools for personal data export and erasure.

The optional order column shows whether a WooCommerce order has related withdrawal activity. It helps admins see relevant cases directly in the order overview.

Rules define whether specific products, categories or product tags are excluded from the withdrawal process or should show specific handling messages.

Optional reasons let customers select a voluntary reason per withdrawal item. The field remains optional so the legal withdrawal is not made dependent on a reason.

Statistics tab in Withdrawal reasons

The Statistics tab analyzes selected reasons and product behavior directly in the Withdrawal reasons area. It uses the currently selected filters and shows KPIs, top reasons, top products, reason groups, monthly trend and a product × reason matrix.

Statistics export

The export modal lets admins choose exactly which dataset should be exported. Available export types include full report, top reasons, top products, product/reason analysis, reason groups, monthly trend and raw/detail export. The export respects the active filters and can be further narrowed by product/SKU or reason text.

The template builder improves the visual appearance and content control of withdrawal emails. It supports logo, colors, custom text, HTML mode, placeholders, test emails and template-specific PDF attachments.

Important placeholders: {order_number}, {customer_name}, {status_label}, {items}, {reason}, {admin_note} and template-specific variables.

Advanced email settings allow additional admin recipients, CC/BCC addresses and Reply-To configuration. This is useful when support, legal, warehouse or accounting teams need copies of specific messages.

PDF documents create structured evidence for submission, decision and internal documentation. They can be downloaded in the admin area and optionally attached to emails.

• Evidence of the submitted withdrawal request.
• Decision PDF with status and item decisions.
• Internal documentation PDF including history and notes.
• Optional static PDF attachments per email template.

The Analytics & export area provides broader withdrawal reporting independent from the specialized reason statistics. It supports filtering, KPI summaries and CSV downloads.

What can be done?

• Filter withdrawal requests by period, status, type and search terms.
• Export standard case-level CSV files.
• Export detail CSV files with one row per item.
• Analyze request volume, status distribution, privacy state and item data.

Export types

PRO summary in the WordPress dashboard since PRO 1.0.3

PRO 1.0.3 exposes the most important analytics data to the Lite dashboard widget. The admin can therefore see a compact PRO statistics summary on the main WordPress dashboard without opening the full analytics and export area first.

GDPR automation extends the basic retention logic with status-based rules, preview/simulation, manual execution, optional cron automation and an audit log.

The My Account integration gives logged-in customers a structured place to start withdrawals and review previous withdrawal requests.

Elementor widgets allow designers to place the withdrawal button or full form directly in Elementor layouts.

The refund helper supports admins after an approved or partially approved decision. It summarizes affected items, quantities and estimated amounts and links to the WooCommerce refund screen.

The module does not blindly execute payment refunds. It prepares and documents the refund workflow.

Security Plus protects the public order lookup against excessive attempts and extends public order validation with flexible verification methods. It also includes order-number mapping for shops that display sequential, custom or third-party order numbers instead of the internal WooCommerce order ID.

Order-number mapping

Mapping defines how the order number entered in the public form is assigned to a WooCommerce order. This is especially important when customers see a custom number generated by a custom-order-number plugin instead of the internal WooCommerce order ID.

The export feature distinguishes between standard CSV, detail CSV and specialized reason-statistics exports. Standard CSV is case-based, detail CSV is item-based, and reason-statistics exports focus on reasons, products, reason groups, trends or raw data depending on the selected export type.

Standard CSV: typical fields

Withdrawal ID, submitted date, updated date, decision date, status, order number, order ID, customer, email, withdrawal type, privacy status, message, admin note, number of items, product names, SKUs, requested/approved/rejected quantities, optional reasons, reason groups, reason notes, item decisions and item details.

Detail CSV: typical fields

One row per item with withdrawal ID, order, customer, product name, SKU, product ID, variation ID, order item ID, requested quantity, approved quantity, rejected quantity, optional reason group, optional reason, optional reason note, item decision and item note.

Reason statistics: typical fields

Depending on export type: period, status filter, withdrawal type, product/SKU filter, reason filter, KPI values, reason group, reason label, product name, SKU, product ID, requests, positions, quantity, share, month and detail rows.

Lite and Pro are prepared for multilingual operation. Source code should use English source strings while German and other languages are delivered through WordPress language files.

Basic principle

• Visible plugin source strings use English.
• German is provided through .po and .mo files.
• Additional languages can be added later through separate language files.
• The Lite text domain is wm-widerrufsmanager; Pro can provide its own translation files.

Development rules

• Output new visible PHP text through WordPress i18n functions such as __(), esc_html__(), esc_attr__() or _n().
• Escape HTML output correctly: visible text with esc_html(), attributes with esc_attr().
• Avoid hard-coded German UI text in PHP, JavaScript or templates.
• Maintain JavaScript and block texts through script translations/JSON language files where needed.

Lite includes the standard validation for regular WooCommerce orders. PRO expands this area with additional protection, verification and mapping features for shops with custom order numbers or higher security requirements.

• This documentation describes the technical and functional scope of Widerrufsmanager from a user and admin perspective.
• The content does not constitute legal advice and does not replace an individual review by qualified legal counsel.
• Widerrufsmanager supports the structured intake, documentation and processing of withdrawal requests. The legal responsibility for texts, deadlines, exclusions and concrete shop configuration remains with the respective shop operator.
• Legal requirements may change. Before using the plugin in production, review whether your withdrawal policy, privacy information, email texts and process setup match your business model.
• Version information, shortcodes and feature descriptions should be checked for every release against the installed Lite and Pro version.