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: = 1.27 = * 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. = 1.25 = * Create Customer now works with our other useful plugin - Shop as Customer - which means you can Create a New Customer and instantly switch to, and shop as, that New Customer. * We've moved the Create New Customer form into a new looking modal which means you will be able to add new customers from more places. * Create Customer can now be activated anywhere that there's a `wc-customer-search` input. We now support WooCommerce Subscriptions and WooCommerce Bookings, as well as on the WooCommerce order page. * Developers can add more Customer Search inputs - to add the Create Customer button to - by filtering `cxccoo_customer_search_inputs` (see the code for more). = 1.24 = * Make sure we only change the user select2 on the order-page user-form, not anywhere else. Fixes bug that would switch to the new user when using Create Customer plugin with out Shop as Customer plugin. = 1.23 = * Fix notice when new user returns to set their password, introduced in new version of WooCommerce. * Tweak CSS of the Create Customer form on WC Order page. ... continued in readme.txt with the plugin.