Roles & Hide Menus

Hi B2BKing Support,

Couple of Questions:

1. 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?
   1. 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.
   2. I like how the demo site looks with only couple of options for the demo user.
2. 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.
   1. If not, can the employee log into the customers account and make the order on their behalf?
3. 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.

Thank you,

Jeff

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:

• 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.

Do you have any recommendation?

-Jeff