"Gravity Form to List?" (#3738282) / KingsPlugins

4 Tickets

Rachel Cardy started the conversation 2 years ago on October 4, 2024 at 5:53pm

My client wants to utilize this plugin for selling supplies to school districts. Typically the person placing the order has no idea what they are doing and buys things they don't need or too much/too little for their purposes.

We want to be able to use Gravity Forms to create an "order wizard", where they can enter the grade level and number of students, and the wizard tells them which products they need to buy along with proper quantities.

Ideally this form submission could then be fed into a B2BKing "List" in their account that they can save and click to buy.

If this is not possible, please let me know what's possible with creating lists on behalf of customers. Uploading default lists to user accounts? Sharing lists between top-level users (not just their own subaccounts)? etc.

2,762

KingsPlugins replied 2 years ago on October 5, 2024 at 9:50am

Hi Rachel,

Technically, it could be possible with a code snippet to set that a Gravity Forms form creates a B2BKing list. We are happy to share some basic code for that / for creating a list programmatically.

It could get a bit complex though based on how complex your order wizard is, so you would probably need to work with / expand on that code as well, as you add options and make changes to the order wizard.

On the B2BKing side, the admin does not have an option to pre-set or edit purchase lists. That would have to be done programmatically or by logging in as the customer.

Other than that, some options that may be of interest:

1.A customer could also place an order using our plugin's invoice gateway: https://b2bkingplugin.com/docs/invoice-payment-gateway/ - with this gateway, the order is placed without paying for it straight away. Therefore the site admin could contact the customer, make edits, to the order etc, and then send then a "pay for order" link.

2. We also have a SalesKing agents plugin: https://kingsplugins.com/woocommerce-b2b/salesking/ . This has a few options:

It allows an agent to place an order on behalf of a customer. The customer then receives an email with a payment link to finalize the order.
Agents can also create "cart sharing" links. The agent basically adds items to cart, and saves that cart into a link. Then whenever a customer clicks the link, the cart is pre-filled with those items.

Kind regards,

Stefan