I was looking for a solution for having sales agent features with Woocommerce using Toolset . Initially I require an option where sales agent can create/edit new orders for customers. Also, the sales agent can create new customers. Is there any documentation or similar example which I can refer? Or how can I implement it?
Regards.
Initially I require an option where sales agent can create/edit new orders for customers.
This sounds similar to a shop manager role that woocommerce comes with.
Also, the sales agent can create new customers.
The shop manager role can be given the permissions to create new customers.
So essentially yes this will be possible to do with Toolset but Toolset will really just be controlling the permissions. Perhaps i'm not understanding the full scope of the project.
How will customers submit their orders? Why not allow the customers to order directly with Woocommerce ?
Hello Shane,
This project is for an entity between manufacturers and retailers or for distribution channel management. Here the customers are retailers or shop keepers. Indeed, the customers can directly place orders but since it is a rural region so many retailers don't have enough digital platform literacy or awareness so for those who are unable to operate this platform the Sales Agent becomes bridge to bring these customers on this platform. Whenever, these customers upgrade to have enough resources and skills to directly use this platform they will replace the Sales Agent.
In that case then you can just create a custom role with our Access plugin called Sales Agent and give them the same permissions as a customer that Woocommerce comes with.
This way the sales agent can place the orders on their client's behalf.This is actually something woocommerce can achieve itself without toolset because the Sales agent can just sign up with your site and they will be given a customer role when using the woocommerce sign up.
This will allow them to have access to the shop to purchase products.
Hi Shane,
Thanks for prompt reply. I would like to know will the Sales Agent be able to also create new customers? Also I was looking something like administrator manages which existing customers to be assigned to that particular Sales Agent. So that for only those assigned customers the Sales Agent can create or edit the orders because some customers might choose some different Sales Agent to deal with. Lastly I would request you to also provide me reference articles or examples for things you suggested in reply because I am not much experienced yet. Kindly also provide me some references for creating custom forms and dashboards which I can refer so that I can hide the default wp-admin panel or WordPress looks for the Sales Agent.
Regards.
I would like to know will the Sales Agent be able to also create new customers?
Yes with the right permissions they can create a new customer, which is essentially a new user.
Also I was looking something like administrator manages which existing customers to be assigned to that particular Sales Agent.
This will be a little more complicated because the you're not able to relate 1 user to another user. You can essentially create a Post Type that holds the Customer's Profile and another Post Type for the Sales Agent profile and then use a One to Many relationship to relate those Customers to the Sales agent.
It essentially for display purposes because when a customer views their profile they will be able to see who their sales agent is and vice-versa.
So that for only those assigned customers the Sales Agent can create or edit the orders because some customers might choose some different Sales Agent to deal with.
This now will be more tricky to achieve or wouldn't be achieved at all. The problem is that whenever you create an order with Woocommerce it will automatically assign that user to the order. The order would be tied to the sales agent and not the customer. So if the customer wants to view their orders that the sales agent made they wouldn't be able to.
Perhaps you can look into this plugin below. hidden link
The problem is that your main functionality is not achievable with Toolset as outlined above there will be issues so my recommendation is a plugin that is dedicated for this purpose.
