Admin-Custom-Order-Fields

Admin Custom Order Fields

By: SkyVerge
Added: January 12, 2022
Requirements:

Worksheet must be completed.

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Performance:
May cause some slowness, but within reasonable limits.

Description

Use Admin Custom Order Fields to Streamline Order Processing and Details

Do you find yourself putting a lot of information in your “Order Notes” or using outside software, such as Excel, to keep track of order details? Say goodbye to all of the hassle of keeping track of order information in a million different places! The Admin Custom Order Fields extension will allow your team to use WooCommerce as a complete Customer Relationship Management system so order information is centralized where the orders actually happen — right within your WooCommerce dashboard.

All order details, notes, fields, and information addition can be streamlined right within the order itself, allowing you to standardize order details, keep all order information in WooCommerce and not scattered across multiple systems, and sort or filter orders based on your custom order information. Keep all of your order details where they belong: tied to the original order!

Let’s say that you’re using WooCommerce to book helicopter tours, and you need a way to assign times, pilots, or other details to an order. Admin Custom Order Fields allows you to add these details from the Orders Dashboard, and even optionally display them to the customer on the “My Orders” page.

Using WooCommerce to sell other services? You can add dates for coaching sessions, assign multiple case managers to a consulting account, or manage any other order details you wish. Stop jotting down everything in the order notes and start to organize and compartmentalize with Admin Custom Order Fields!

Make Your Order Management Efficient

If you’ve been using order notes to add order details, or even worse, been using an outside system to track order details, you know that it’s a pain to keep all of this information updated, especially if it needs to be shared between team members (don’t worry, we know how it’s tough to use Google Docs for all of this!).

Adding all of these details as order fields will simplify record-keeping so that all details are managed right within WooCommerce and visible to all team members. By default, all admin order fields are hidden from customers. Even better, you can sort or filter orders based on these fields.


When to Use Admin Custom Order Fields

You can use Admin Custom Order Fields when you need to:

  • Create order details to add/edit from the admin Orders Dashboard
  • Centralize order details that can easily be edited by all team members
  • Sort or filter orders displayed based on your custom order fields
  • Optionally display order fields/details to customers
  • Eliminate the need for spreadsheets or other external systems to manage order notes/details
  • Streamline your CRM system by centralizing everything in WooCommerce

Admin Custom Order Fields is only available on plans that are on Managed WooCommerce.

Details & Setup

Support & Requirements

Support Scope:

We will install, activate and configure settings.


Requirements for Setup:

Worksheet must be completed.



Functionality Path:

WooCommerce>Store Management>Order Enhancement and Reporting>Custom Order Fields

Installation

Admin Custom Order Fields is part of Managed WooCommerce and is installed and activated from WooCommerce Extensions in the WordPress dashboard.

Dashboard > WooCommerce > Extensions > Admin Custom Order Fields (Install/Activate)

Not seeing the WooCommerce Extensions?

  • Website Specialists - please follow these steps
  • Builders - please open a TC for further assistance
Configuration

Configure according to the provided worksheet. Reference the links below for how to setup the plugin.

Supported Plan(s):


Functionality:


Availability:


Supported Feature requests require a PDF Worksheet be generated using the Functionality Form, and the PDF Worksheet must be added to the project.

Functionality Path:

WooCommerce>Store Management>Order Enhancement and Reporting>Custom Order Fields

Related Features: