Hide Admin Menu: I noticed the demo had a very nice UI with menus cleared out for the demo user with limited access. What is your recommendation to hide admin menu items and restrict roles for the site?
I'm looking to create roles at my brick and mortar store and only allow the user to review and fulfill orders, initiate new orders for a customer, update inventory, etc.
I like how the demo site looks with only couple of options for the demo user.
Order for Walk-In Customers: Is there a way for the employee to bulk orders for the customer through a independent bulk order form? I know you can create an order from native Orders section under Woocommerce. I was hoping something similar can be accomplished with the bulk order form where I can search for the customer and generate an invoice from the bulk order section.
If not, can the employee log into the customers account and make the order on their behalf?
Add Prefix to Invoice Number: Is invoice number generated natively by Woocommerce? Can I add rules or logic of how the invoice number is generated? I'd like to generate the invoice # on an annual basis rather than continuing to increment up.
You may also want to give the user managing the store the role "Shop Manager" in their profile page, that might help with security and hiding a few items.
2. The best solution I can think of is have the employee log in as the customer
This plugin works fine for that and I have tested it recently with B2BKing:
3. Unless I'm somehow wrong or something has recently changed, I think WooCommerce doesn't do invoices at all natively. Or do you mean the order number?
For invoices you would need a plugin. A few popular ones:
1. [Completed] Thank you for the information regarding hiding the admin menu. I found that the "Wordpress Admin Theme - WPShapere" as a good solution in managing the admin panel for myself and the end user. I wanted to share for your reference.
2. [Completed] Thank you. I will apply that to my store.
3. Ah, I was mistaken for Order Number. I guess what is the need for an invoice number if there is already an order number?
4. What has your clients have done in the past for onsite purchases?
I am looking to accomplish the following:
Clean UI for the shop employees to take walk in sales. The order should apply the same tiered pricing set in front end.
B2BKing's Quick/Bulk Order form is not a suitable solution as it requires too many steps (requires a lot of training):
Access client's account
Make order in the bulk order form
Complete order
Take payment through my accounting software
Implement POS plugin to Woocommerce that integrates with [woocommerce] => [orders] in the admin menu
I've checked to see if the tiered pricing in the demo (from the admin menu) works in the back end in the woocommerce's order section in the admin menu. I noticed that the orders section (from the admin menu) allows me to bypass the tiered pricing rules.
I'm afraid if I implement POS plugin (wePOS, Point of Sale System for WooCommerce, YITH Point of Sale for WooCommerce) the pricing rules will need to be trained rather than having the system provide an alert.
3. I'm not sure how that relates to invoices, I think it's only relevant if there's some legal or accounting requirement about invoice generation in your country.
About modifying the order number, we have an article here about adding a prefix to the order number based on whether the customer is b2b/b2c. Just want to share in case it's useful to you.
I'm sorry, I can't think of a solution for you I'm afraid. We actually don't have many customers working with B2BKing and POS.
B2BKing sets tiered pricing based on the item's quantity in Cart. A POS plugin may work with the tiered pricing IF it uses the cart system / adds items to cart.
You could try some free versions of POS plugins to see if one works with the tiered pricing. It may work if it uses the cart. If not, I suppose yes, the pricing rules would have to be trained.
Hi B2BKing Support,
Couple of Questions:
Thank you,
Jeff
Hello Jeff,
1. We did the demo with a lot of custom coding to make sure that it's secure, so I'm not sure I have a solution that can easily replicate that.
To hide items, I can see there are a few plugins out there that apparently can do this:
- https://wordpress.org/plugins/admin-menu-editor/
- https://wordpress.org/plugins/wp-clean-admin-menu/
- https://wordpress.org/plugins/hide-admin-menu/
You may also want to give the user managing the store the role "Shop Manager" in their profile page, that might help with security and hiding a few items.
2. The best solution I can think of is have the employee log in as the customer
This plugin works fine for that and I have tested it recently with B2BKing:
https://wordpress.org/plugins/login-as-user/
3. Unless I'm somehow wrong or something has recently changed, I think WooCommerce doesn't do invoices at all natively. Or do you mean the order number?
For invoices you would need a plugin. A few popular ones:
https://wordpress.org/plugins/woocommerce-pdf-invoices-packing-slips/
https://wordpress.org/plugins/woocommerce-pdf-invoices/
Hi Stefan,
1. [Completed] Thank you for the information regarding hiding the admin menu. I found that the "Wordpress Admin Theme - WPShapere" as a good solution in managing the admin panel for myself and the end user. I wanted to share for your reference.
2. [Completed] Thank you. I will apply that to my store.
3. Ah, I was mistaken for Order Number. I guess what is the need for an invoice number if there is already an order number?
4. What has your clients have done in the past for onsite purchases?
I am looking to accomplish the following:
I've checked to see if the tiered pricing in the demo (from the admin menu) works in the back end in the woocommerce's order section in the admin menu. I noticed that the orders section (from the admin menu) allows me to bypass the tiered pricing rules.
I'm afraid if I implement POS plugin (wePOS, Point of Sale System for WooCommerce, YITH Point of Sale for WooCommerce) the pricing rules will need to be trained rather than having the system provide an alert.
Do you have any recommendation?
-Jeff
Hi Jeff,
3. I'm not sure how that relates to invoices, I think it's only relevant if there's some legal or accounting requirement about invoice generation in your country.
About modifying the order number, we have an article here about adding a prefix to the order number based on whether the customer is b2b/b2c. Just want to share in case it's useful to you.
https://woocommerce-b2b-plugin.com/docs/how-to-add-a-prefix-suffix-to-b2b-b2c-order-numbers/
There are also plugins out there that can manage the order number such as : https://woocommerce.com/products/sequential-order-numbers-pro
4.
I'm sorry, I can't think of a solution for you I'm afraid. We actually don't have many customers working with B2BKing and POS.
B2BKing sets tiered pricing based on the item's quantity in Cart. A POS plugin may work with the tiered pricing IF it uses the cart system / adds items to cart.
You could try some free versions of POS plugins to see if one works with the tiered pricing. It may work if it uses the cart. If not, I suppose yes, the pricing rules would have to be trained.