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Changeset 3493888


Ignore:
Timestamp:
03/29/2026 03:33:37 PM (5 days ago)
Author:
nakedcatplugins
Message:

Updating readme/assets from GitHub

Location:
shop-as-client
Files:
2 edited

Legend:

Unmodified
Added
Removed

  • shop-as-client/tags/7.4/readme.txt

    r3491055 r3493888  
    1 === Shop as Client for WooCommerce ===
     1=== Shop as Client for WooCommerce - Manual, Phone & Email Orders ===
    22Contributors: nakedcatplugins, webdados
    33Tags: ecommerce, customer, checkout, phone order, mail order
    … …  
    99License URI: https://www.gnu.org/licenses/gpl-3.0.html
    1010
    11 Allows WooCommerce store Administrators and Shop Managers to use the frontend and assign a new phone or email order to a registered or new customer.
     11Create manual, phone, POS, or email orders in WooCommerce. Shop admins and staff can place customer orders directly from the frontend checkout.
    1212
    1313== Description ==
    1414
    15 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 may not be available on the backend, which can be very useful for phone or email orders.
    16 
    17 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 either create a new user or leave the order as if a guest inserted it.
    18 
    19 Two new fields have been added to the billing checkout section for logged-in administrators and shop managers.
    20 
    21 == Features ==
    22 
    23 * Enter email and phone orders directly on the frontend;
    24 * Create orders for existing users if the email address exists on the customer database;
    25 * Choose either to create a new user or leave the order as if a guest inserted it if the email address does not exist in the customer database;
    26 * Compatibility for the WooCommerce block-based Checkout
    27 
    28 == PRO add-on features ==
    29 
    30 In addition to all you can do with the free plugin, the [paid add-on](https://nakedcatplugins.com/product/shop-as-client-for-woocommerce-pro-add-on/?utm_source=wordpress.org&utm_medium=link&utm_campaign=shopasclient_woocommerce_plugin) offers you several additional features:
    31 
    32 * Search customer by email address (on the users’ table and optionally also previous orders) and automatically fill in the checkout details;
    33 * 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;
    34 * Autocomplete feature while typing the customer email, first name, last name, company, or phone number
    35 * Allow changing product price on the cart, for example, to offer a special deal on the current order (only on classic checkout for now), with compatibility with WooPayments’ multi-currency feature
    36 * Show handler and allow filtering by handler on the admin orders list
    37 * [Developer filter](https://gist.github.com/webdados/de05d48a99063ac25f6462b1dedba2ee) to add custom fields to the automatically filled checkout details;
    38 * [User Switching](https://wordpress.org/plugins/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.
    39 * Possibility to start the order with a blank checkout form;
    40 * Set default values for the “Shop as client” and “Create user” fields;
    41 * Option to update the customer details on his profile;
     15Create 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.
     16
     17=== Manual, phone & email orders made easy ===
     18
     19Do you take orders by phone, email, in-store, or through sales representatives visiting customers?
     20
     21Do your staff need to place orders on behalf of customers?
     22
     23**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.
     24
     25==== Perfect for: ====
     26
     27* Manual order creation
     28* Phone orders
     29* Email orders
     30* In-store or POS purchases
     31* Customer service assisted orders
     32* B2B sales teams
     33* Sales representatives creating orders for clients
     34
     35Instead of using the limited WooCommerce admin order screen, your staff can simply shop normally and assign the order to the correct customer.
     36
     37=== Why create manual orders from the frontend? ===
     38
     39WooCommerce’s backend order editor does not always reproduce the real customer shopping experience.
     40
     41With Shop as Client, your staff members can:
     42
     43* Add products to the cart normally
     44* Use coupons and discounts
     45* Apply shipping and payment methods
     46* Trigger checkout integrations
     47* Use plugins that only work on the frontend
     48
     49This ensures orders behave exactly like customer-placed orders.
     50
     51=== How it works ===
     52
     53When an Administrator or Shop Manager reaches checkout:
     54
     55* All customer checkout fields become available, including custom fields
     56* Staff can enter the customer’s email and details
     57* The order is automatically assigned to an existing customer if matched by email address
     58* Or a new customer account can be created
     59* Or the order can remain as a guest order
     60
     61The result is a clean, correct WooCommerce order created on behalf of the customer.
     62
     63=== Free plugin features ===
     64
     65* Place manual orders on behalf of customers using the regular checkout
     66* Enter phone and email orders directly in your shop
     67* Assign orders to existing customers automatically
     68* Create new customers during checkout
     69* Allow guest orders when needed
     70* Works with both the classic and the block-based WooCommerce checkouts
     71* Uses your existing checkout workflow and extensions
     72
     73=== PRO add-on features ===
     74
     75The PRO add-on expands staff ordering workflows with powerful tools:
     76
     77* Live customer search with autocomplete results while typing
     78* Fake “Request payment by email” gateway to finalize orders and send payment links to customers
     79* Search registered customers by email address, name, company, billing and shipping addresses, or any other profile field
     80* Optionally search on previous orders to find customers faster or previous guest orders
     81* Allow staff to adjust product prices for special deals or negotiated orders (compatible with WooPayments multi-currency)
     82
     83**Advanced features for developers and power users**
     84
     85* [Developer filter](https://gist.github.com/webdados/de05d48a99063ac25f6462b1dedba2ee) to add custom fields to the automatically filled checkout details
     86* [User Switching](https://wordpress.org/plugins/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
     87* Start the order with a blank checkout form
     88* Set default values for the “Shop as client” and “Create user” fields
     89* Automatically update the customer details on their profile after checking out
    4290* Get custom fields from:
    4391    * [Simple Checkout Fields Manager for WooCommerce](https://nakedcatplugins.com/product/simple-custom-fields-for-woocommerce-blocks-checkout/?utm_source=wordpress.org&utm_medium=link&utm_campaign=shopasclient_woocommerce_plugin)
    … …  
    4694    * [Invoicing with InvoiceXpress for WooCommerce](https://invoicewoo.com/)
    4795    * [NIF (Num. de Contribuinte Português) for WooCommerce](https://wordpress.org/plugins/nif-num-de-contribuinte-portugues-for-woocommerce/)
    48 * Technical support;
    49 * Continued development;
     96* Technical support
     97* Continued development
    5098
    5199**Now available in lifetime licensing**
    … …  
    53101Try the PRO add-on for free [here](https://nakedcatplugins.com/product/shop-as-client-for-woocommerce-pro-add-on/?utm_source=wordpress.org&utm_medium=link&utm_campaign=shopasclient_woocommerce_plugin#testimonials)!
    54102
    55 = Other (premium) plugins =
     103=== Ideal use cases ===
     104
     105Shop as Client is widely used by stores that need assisted ordering:
     106
     107* Retail stores taking phone orders
     108* Shops receiving orders by email
     109* Physical stores creating POS orders in WooCommerce
     110* Customer support teams placing orders for customers
     111* Wholesale and B2B businesses
     112* Sales agents managing client purchases
     113* Field sales representatives creating B2B orders
     114
     115=== Built for real WooCommerce workflows ===
     116
     117Unlike backend order creation, Shop as Client keeps your existing checkout logic intact:
     118
     119* Payment gateways
     120* Shipping rules
     121* Checkout customizations
     122* Taxes and fees
     123* Integrations that only run on checkout
     124
     125Mostly everything works exactly as if the customer placed the order themselves.
     126
     127=== Upgrade to PRO ===
     128
     129Need faster order entry or payment request workflows?
     130
     131The PRO add-on turns WooCommerce into a powerful assisted-sales system for phone, email, and in-store orders.
     132Ideal for teams handling high volumes of phone, email, or assisted orders.
     133
     134**Now available in lifetime licensing**
     135
     136Try a demo of the PRO add-on for free [here](https://nakedcatplugins.com/product/shop-as-client-for-woocommerce-pro-add-on/#demo)!
     137
     138== Other (premium) plugins ==
    56139
    57140Already know our other WooCommerce (premium) plugins?
    … …  
    119202
    120203== Changelog ==
     204
     205= 7.5 - 2025-03-29 =
     206* [NEW] Renamed from “Shop as Client for WooCommerce” to “Shop as Client for WooCommerce - Manual, Phone & Email Orders”
     207* [TWEAK] readme.txt file completely revised
    121208
    122209= 7.4 - 2025-03-25 =
    … …  
    201288* [TWEAK] [PRO add-on](https://nakedcatplugins.com/product/shop-as-client-for-woocommerce-pro-add-on/?utm_source=wordpress.org&utm_medium=link&utm_campaign=shopasclient_woocommerce_plugin): Only search on orders address index meta field for better performance
    202289* [DEV] Simplify 3rd-party plugin checks
    203 * [DEV] Remove WooCommerce 7.1 or above tests as we're not supporting lower versions anyway
     290* [DEV] Remove WooCommerce 7.1 or above tests as we’re not supporting lower versions anyway
    204291* [DEV] Tested with WordPress 6.8-alpha-59837 and WooCommerce 9.7.0-rc.1
    205292

  • shop-as-client/trunk/readme.txt

    r3491055 r3493888  
    1 === Shop as Client for WooCommerce ===
     1=== Shop as Client for WooCommerce - Manual, Phone & Email Orders ===
    22Contributors: nakedcatplugins, webdados
    33Tags: ecommerce, customer, checkout, phone order, mail order
    … …  
    99License URI: https://www.gnu.org/licenses/gpl-3.0.html
    1010
    11 Allows WooCommerce store Administrators and Shop Managers to use the frontend and assign a new phone or email order to a registered or new customer.
     11Create manual, phone, POS, or email orders in WooCommerce. Shop admins and staff can place customer orders directly from the frontend checkout.
    1212
    1313== Description ==
    1414
    15 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 may not be available on the backend, which can be very useful for phone or email orders.
    16 
    17 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 either create a new user or leave the order as if a guest inserted it.
    18 
    19 Two new fields have been added to the billing checkout section for logged-in administrators and shop managers.
    20 
    21 == Features ==
    22 
    23 * Enter email and phone orders directly on the frontend;
    24 * Create orders for existing users if the email address exists on the customer database;
    25 * Choose either to create a new user or leave the order as if a guest inserted it if the email address does not exist in the customer database;
    26 * Compatibility for the WooCommerce block-based Checkout
    27 
    28 == PRO add-on features ==
    29 
    30 In addition to all you can do with the free plugin, the [paid add-on](https://nakedcatplugins.com/product/shop-as-client-for-woocommerce-pro-add-on/?utm_source=wordpress.org&utm_medium=link&utm_campaign=shopasclient_woocommerce_plugin) offers you several additional features:
    31 
    32 * Search customer by email address (on the users’ table and optionally also previous orders) and automatically fill in the checkout details;
    33 * 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;
    34 * Autocomplete feature while typing the customer email, first name, last name, company, or phone number
    35 * Allow changing product price on the cart, for example, to offer a special deal on the current order (only on classic checkout for now), with compatibility with WooPayments’ multi-currency feature
    36 * Show handler and allow filtering by handler on the admin orders list
    37 * [Developer filter](https://gist.github.com/webdados/de05d48a99063ac25f6462b1dedba2ee) to add custom fields to the automatically filled checkout details;
    38 * [User Switching](https://wordpress.org/plugins/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.
    39 * Possibility to start the order with a blank checkout form;
    40 * Set default values for the “Shop as client” and “Create user” fields;
    41 * Option to update the customer details on his profile;
     15Create 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.
     16
     17=== Manual, phone & email orders made easy ===
     18
     19Do you take orders by phone, email, in-store, or through sales representatives visiting customers?
     20
     21Do your staff need to place orders on behalf of customers?
     22
     23**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.
     24
     25==== Perfect for: ====
     26
     27* Manual order creation
     28* Phone orders
     29* Email orders
     30* In-store or POS purchases
     31* Customer service assisted orders
     32* B2B sales teams
     33* Sales representatives creating orders for clients
     34
     35Instead of using the limited WooCommerce admin order screen, your staff can simply shop normally and assign the order to the correct customer.
     36
     37=== Why create manual orders from the frontend? ===
     38
     39WooCommerce’s backend order editor does not always reproduce the real customer shopping experience.
     40
     41With Shop as Client, your staff members can:
     42
     43* Add products to the cart normally
     44* Use coupons and discounts
     45* Apply shipping and payment methods
     46* Trigger checkout integrations
     47* Use plugins that only work on the frontend
     48
     49This ensures orders behave exactly like customer-placed orders.
     50
     51=== How it works ===
     52
     53When an Administrator or Shop Manager reaches checkout:
     54
     55* All customer checkout fields become available, including custom fields
     56* Staff can enter the customer’s email and details
     57* The order is automatically assigned to an existing customer if matched by email address
     58* Or a new customer account can be created
     59* Or the order can remain as a guest order
     60
     61The result is a clean, correct WooCommerce order created on behalf of the customer.
     62
     63=== Free plugin features ===
     64
     65* Place manual orders on behalf of customers using the regular checkout
     66* Enter phone and email orders directly in your shop
     67* Assign orders to existing customers automatically
     68* Create new customers during checkout
     69* Allow guest orders when needed
     70* Works with both the classic and the block-based WooCommerce checkouts
     71* Uses your existing checkout workflow and extensions
     72
     73=== PRO add-on features ===
     74
     75The PRO add-on expands staff ordering workflows with powerful tools:
     76
     77* Live customer search with autocomplete results while typing
     78* Fake “Request payment by email” gateway to finalize orders and send payment links to customers
     79* Search registered customers by email address, name, company, billing and shipping addresses, or any other profile field
     80* Optionally search on previous orders to find customers faster or previous guest orders
     81* Allow staff to adjust product prices for special deals or negotiated orders (compatible with WooPayments multi-currency)
     82
     83**Advanced features for developers and power users**
     84
     85* [Developer filter](https://gist.github.com/webdados/de05d48a99063ac25f6462b1dedba2ee) to add custom fields to the automatically filled checkout details
     86* [User Switching](https://wordpress.org/plugins/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
     87* Start the order with a blank checkout form
     88* Set default values for the “Shop as client” and “Create user” fields
     89* Automatically update the customer details on their profile after checking out
    4290* Get custom fields from:
    4391    * [Simple Checkout Fields Manager for WooCommerce](https://nakedcatplugins.com/product/simple-custom-fields-for-woocommerce-blocks-checkout/?utm_source=wordpress.org&utm_medium=link&utm_campaign=shopasclient_woocommerce_plugin)
    … …  
    4694    * [Invoicing with InvoiceXpress for WooCommerce](https://invoicewoo.com/)
    4795    * [NIF (Num. de Contribuinte Português) for WooCommerce](https://wordpress.org/plugins/nif-num-de-contribuinte-portugues-for-woocommerce/)
    48 * Technical support;
    49 * Continued development;
     96* Technical support
     97* Continued development
    5098
    5199**Now available in lifetime licensing**
    … …  
    53101Try the PRO add-on for free [here](https://nakedcatplugins.com/product/shop-as-client-for-woocommerce-pro-add-on/?utm_source=wordpress.org&utm_medium=link&utm_campaign=shopasclient_woocommerce_plugin#testimonials)!
    54102
    55 = Other (premium) plugins =
     103=== Ideal use cases ===
     104
     105Shop as Client is widely used by stores that need assisted ordering:
     106
     107* Retail stores taking phone orders
     108* Shops receiving orders by email
     109* Physical stores creating POS orders in WooCommerce
     110* Customer support teams placing orders for customers
     111* Wholesale and B2B businesses
     112* Sales agents managing client purchases
     113* Field sales representatives creating B2B orders
     114
     115=== Built for real WooCommerce workflows ===
     116
     117Unlike backend order creation, Shop as Client keeps your existing checkout logic intact:
     118
     119* Payment gateways
     120* Shipping rules
     121* Checkout customizations
     122* Taxes and fees
     123* Integrations that only run on checkout
     124
     125Mostly everything works exactly as if the customer placed the order themselves.
     126
     127=== Upgrade to PRO ===
     128
     129Need faster order entry or payment request workflows?
     130
     131The PRO add-on turns WooCommerce into a powerful assisted-sales system for phone, email, and in-store orders.
     132Ideal for teams handling high volumes of phone, email, or assisted orders.
     133
     134**Now available in lifetime licensing**
     135
     136Try a demo of the PRO add-on for free [here](https://nakedcatplugins.com/product/shop-as-client-for-woocommerce-pro-add-on/#demo)!
     137
     138== Other (premium) plugins ==
    56139
    57140Already know our other WooCommerce (premium) plugins?
    … …  
    119202
    120203== Changelog ==
     204
     205= 7.5 - 2025-03-29 =
     206* [NEW] Renamed from “Shop as Client for WooCommerce” to “Shop as Client for WooCommerce - Manual, Phone & Email Orders”
     207* [TWEAK] readme.txt file completely revised
    121208
    122209= 7.4 - 2025-03-25 =
    … …  
    201288* [TWEAK] [PRO add-on](https://nakedcatplugins.com/product/shop-as-client-for-woocommerce-pro-add-on/?utm_source=wordpress.org&utm_medium=link&utm_campaign=shopasclient_woocommerce_plugin): Only search on orders address index meta field for better performance
    202289* [DEV] Simplify 3rd-party plugin checks
    203 * [DEV] Remove WooCommerce 7.1 or above tests as we're not supporting lower versions anyway
     290* [DEV] Remove WooCommerce 7.1 or above tests as we’re not supporting lower versions anyway
    204291* [DEV] Tested with WordPress 6.8-alpha-59837 and WooCommerce 9.7.0-rc.1
    205292
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