"Sales person record sales for customer" (#2674822) / KingsPlugins

16 Tickets 16

Ivy started the conversation 6 years ago on January 29, 2021 at 5:23am

HI,

I think I've seen some where that your salesman can add orders to a customer when visiting, could you please explain to me how to do this?

We are in the process for our customers to order online but some will still call and place orders on the phone and I would like to process the customer order online if possible.

Thanks,

Ivy

1

2,762

KingsPlugins replied 6 years ago on February 2, 2021 at 12:44am

Hi Ivy,

What I would recommend to allow a shop manager to create an order as a customer, would be to use the following plugin:

https://wordpress.org/plugins/login-as-user/

The plugin will add this to the Users panel:

This approach works with B2BKing and will allow you to order with accurate prices = as that user should see them.

Kind Regards,

Stefan

16 Tickets 16

Ivy replied 6 years ago on February 2, 2021 at 2:16pm

Hi Stefan,

Thank you for the suggestion of this plugin, I think it is an amazing plugin.

It will definitely work for me.

Thanks,

Ivy

1