Quickly create orders on behalf of your customers
Assign the orders to your existing customers, or create new customers, quickly, easily, and without the admin interface hassle, while taking advantage of your frontend functionalities and UX.
Easy Workflow
Search previous customers or orders by email address, name, company, address, or phone number; assign the order by picking an existing record from a results list and all the checkout fields will be automatically filled. You can choose to update previous customer details or leave them as is.
Secure Payments
Choose the payment method yourself or request the payment via email right after completing the order, avoiding requesting credit card information from the customer or allowing him to choose the payment method afterward. Use our built-in “Request payment by email” gateway to keep PCI DSS compliance and not deal with your customer’s credit card number.
All the Information in the Backend
The order handler is shown on the order management screen, and orders can be filtered by handler on the admin list to easily find orders of each sales operator. And because the handler ID is stored in the order meta, you can use it to create your own sales representatives' reports (using external data processing tools).
User Switching Integration
By integrating with the User Switching plugin, our solution allows the shop owner to get the best of both worlds:
Custom Checkout Fields? No Problem!
Upon selecting a customer, this plugin automatically fills the core WooCommerce fields. However, if you need custom fields on the blocks checkout, your best option is to use our Simple Checkout Fields Manager for WooCommerce plugin, for which Shop as Client has direct integration.
If you’re using the classic checkout, you can add support to any custom field with developer hooks. Other direct integrations are listed below.
Compatibility, technical support and ongoing development