In today's digital-first world, online stores must adapt to meet customer needs—whether online or offline. There are situations where customers prefer ordering over the phone or via email rather than placing orders themselves. For store admins, managing these offline orders while maintaining a seamless experience can be challenging. Enter the WooCommerce Login As Customer Plugin, a tool that simplifies order management by allowing admins to shop on behalf of their customers.

This blog explores the key features and benefits of this plugin, showcasing how it transforms order management for offline customers.

What Is WooCommerce Shop as a Customer Plugin?

The WooCommerce Shop as a Customer Plugin lets store administrators switch seamlessly between admin and customer roles. With this tool, admins can browse their store as customers, place orders, and manage user accounts without disrupting workflows. Whether you’re assisting a regular customer or fulfilling requests from guest users, this plugin makes the process effortless.

Why Is This Useful?

• Support Offline Customers: Many customers still prefer ordering through phone calls, emails, or face-to-face interactions.
• Increase Conversions: By offering personalized assistance, you reduce friction and boost customer satisfaction.
• Streamline Order Management: Admins can create, manage, and track orders with ease, ensuring accurate records and fewer errors.

Key Features of the WooCommerce Shop as a Customer Plugin

1. Create Orders on Behalf of Customers

With this plugin, admins can create orders for registered customers or guests. Whether a customer provides their requirements over the phone or email, you can ensure they receive the same seamless shopping experience as any online user.

2. Shop as a Guest Customer

The plugin enables admins to shop as guest users. This is particularly helpful for one-time buyers or new customers who may not have created an account yet.

3. Switch Between Roles with a Click

Switching between admin and customer views is effortless. With just one click, you can toggle between roles, ensuring a smooth workflow without losing any data.

4. View Customer Login History

The plugin records a log of customer logins, allowing admins to track account activity. This information can be exported and used to engage customers through follow-up actions, such as personalized recommendations or order confirmations.

5. Search Customers by Information

Finding specific customers is simple, as you can search using various filters such as:

• Name
• Email
• Company name
• Address
• Phone number

6. Send Invoices Directly to Customers

Once an order is placed on behalf of a customer, admins can send order invoices directly from the Thank You page. This ensures customers are informed of all details regarding their purchase.

7. Offline Payment Options

The plugin supports offline payment methods, making it ideal for admins who record orders made via cash, check, or bank transfers.

8. View Customer Orders and Profiles

Admins can view customer profiles, check their order history, and even use this information to offer tailored support.

9. Role-Based Access

Specific user roles can also be granted permission to shop on behalf of customers. This feature is particularly useful for customer service teams or sales representatives managing large accounts.

10. Compatible with User Role Editor and HPOS

The plugin supports advanced WooCommerce setups, including User Role Editor and High-Performance Order Storage (HPOS), ensuring robust functionality in complex stores.

How Does It Work?

Step 1: Install and Configure the Plugin

After installing the plugin, navigate to the settings to define preferences such as user roles, invoice options, and search filters.

Step 2: Search for a Customer

Use the intuitive search feature to find a customer by name, email, or other details.

Step 3: Switch to Customer View

Click on the "Shop as Customer" button to access the store as the selected customer. Add items to the cart, apply coupons, and proceed to checkout as you would as a regular customer.

Step 4: Place the Order

Finalize the purchase using available payment options. For offline transactions, choose an offline payment method.

Step 5: Switch Back to Admin Mode

Return to admin mode with a single click, ensuring continuity in your workflow.

Benefits of Using the WooCommerce Shop as a Customer Plugin

1. Improved Customer Experience

By placing orders on behalf of customers, you can eliminate any friction they may face during the purchasing process, leading to higher satisfaction and loyalty.

2. Better Order Accuracy

Admins can ensure that all details are correctly entered, reducing errors and enhancing order accuracy.

3. Enhanced Personalization

Access to customer profiles and order history allows admins to tailor shopping experiences, such as recommending products or applying exclusive discounts.

4. Simplified Workflow

Switching between roles is quick and hassle-free, enabling you to manage multiple orders efficiently.

5. Increased Conversion Rates

With the ability to assist customers directly, admins can encourage larger orders, upsells, and repeat purchases.

Real-World Applications

• Phone Orders: A customer calls to place an order. The admin uses the plugin to shop on their behalf and process payment.
• Email Requests: Customers email their requirements, and admins quickly fulfill them by shopping as the customer.
• In-Person Sales: Sales reps at events or physical stores use the plugin to record orders digitally, ensuring seamless integration with the online store.

Conclusion

The WooCommerce Shop as a Customer Plugin bridges the gap between offline and online shopping. With its intuitive features, admins can create orders for customers, manage profiles, and streamline workflows. Whether you're handling phone orders, guest checkouts, or personalized assistance, this plugin ensures a hassle-free experience for both admins and customers.

Start using the WooCommerce Shop as a Customer Plugin today and transform the way you manage offline orders!