What it Does
Save time and simplify your life by having the ability to create a new Customer directly on the WooCommerce Order screen. This plugin is a must-have for any WooCommerce store; we too are Shop Managers and developed this to greatly simplify our workflow.
The Current Situation
Currently, to create a new Order manually for a new Customer, a Shop Manager needs to go to the User section, create the new User, choose a random username, add a temporary password manually, email that password in the clear (security risk). Once the User is created the Manager can navigate BACK to the Order screen to create a new Order for that Customer. (Hassle)
Now, with this plugin, all you need to do is add a new Order and click the Create Customer button. Fill in their email address (and First & Last Name if you have them) – and that’s it. The Order can then be completed for that new User without leaving the screen.
Create User on Order then takes care of the previously time consuming work by immediately and automatically sending the customer an email detailing how to securely set a password and log into their new account.
AND the Shop Manager can then save the billing and shipping addresses BACK to the Customer profile directly from the new Order. Which by itself is an incredibly useful piece of functionality.
Once the new Order is created, the Manager can email the invoice for payment directly to that new customer in the standard way.
- Creating orders manually for new customers, over-the-phone or email
- Saving time and effort for Managers
- Generating sales and engagement by minimising the hassle for customers
- Assisting customers with difficulty ordering for the first time
- Empowering customer service managers with better, more efficient tools
- Any WooCommerce store!
Changelog: = 1.30 = * For those who used the 'User Roles Can Create Customers' setting before version 1.29 we've had to reset it to it's default - Shop Manager, Administrator - to work with our new role hierarchy settings (see previous update). Please update this again if you wish to. Thanks = 1.29 = * We've changed the way we check if users are allowed to Create Customers - based on your 'User Roles Can Create Customers' setting, and the way we check when 'User Role Selection' or 'Default User Role' settings are used. Please can Admins check their settings (Settings > Create Customer on Order) to make sure your default, or modified, settings are correct. Especially for 'User Roles Can Create Customers' - If your users role is not selected then the Create Customer form will no longer show on your WooCommerce Order page. Thanks * We've disabled the ability to create Super Admins using our plugin for security reasons. = 1.28 = * Fixed unwanted Create Customer template form appearing, hidden, in the footer of your site. * Fixed 'User Role Selection' option not working on the Create Customer form. = 1.27 = * You can now add more fields to the Create Customer On Order form (e.g. Phone Number). Custom fields are added using two new filter `woocommerce_create_customer_form_fields` and `woocommerce_create_customer_form_save`. See our doc for more https://www.cxthemes.com/documentation/create-customer-on-order/add-more-fields-to-the-create-customer-form/ = 1.26 = * Fix the 'Change Password' link in the email so that it works for all versions of WooCommerce again. ... continued in readme.txt with the plugin.