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Shop as Client for WooCommerce – Manual, Phone & Email Orders

Shop as Client for WooCommerce – Manual, Phone & Email Orders

By Naked Cat Plugins
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Description

Create manual orders in WooCommerce directly from the frontend checkout. Ideal for phone orders, email orders, POS or in-store purchases, sales representatives, and customer service teams placing orders on behalf of customers.

Manual, phone & email orders made easy

Do you take orders by phone, email, in-store, or through sales representatives visiting customers?

Do your staff need to place orders on behalf of customers?

Shop as Client for WooCommerce allows store administrators and shop managers to create manual orders directly from the frontend checkout, using the exact same purchasing experience customers use.

Perfect for:

  • Manual order creation
  • Phone orders
  • Email orders
  • In-store or POS purchases
  • Customer service assisted orders
  • B2B sales teams
  • Sales representatives creating orders for clients

Instead of using the limited WooCommerce admin order screen, your staff can simply shop normally and assign the order to the correct customer.

Why create manual orders from the frontend?

WooCommerce’s backend order editor does not always reproduce the real customer shopping experience.

With Shop as Client, your staff members can:

  • Add products to the cart normally
  • Use coupons and discounts
  • Apply shipping and payment methods
  • Trigger checkout integrations
  • Use plugins that only work on the frontend

This ensures orders behave exactly like customer-placed orders.

How it works

When an Administrator or Shop Manager reaches checkout:

  • All customer checkout fields become available, including custom fields
  • Staff can enter the customer’s email and details
  • The order is automatically assigned to an existing customer if matched by email address
  • Or a new customer account can be created
  • Or the order can remain as a guest order

The result is a clean, correct WooCommerce order created on behalf of the customer.

Free plugin features

  • Place manual orders on behalf of customers using the regular checkout
  • Enter phone and email orders directly in your shop
  • Assign orders to existing customers automatically
  • Create new customers during checkout
  • Allow guest orders when needed
  • Works with both the classic and the block-based WooCommerce checkouts
  • Uses your existing checkout workflow and extensions

PRO add-on features

The PRO add-on expands staff ordering workflows with powerful tools:

  • Live customer search with autocomplete results while typing
  • Fake “Request payment by email” gateway to finalize orders and send payment links to customers
  • Search registered customers by email address, name, company, billing and shipping addresses, or any other profile field
  • Optionally search on previous orders to find customers faster or previous guest orders
  • Allow staff to adjust product prices for special deals or negotiated orders (compatible with WooPayments multi-currency)

Advanced features for developers and power users

Ideal use cases

Shop as Client is widely used by stores that need assisted ordering:

  • Retail stores taking phone orders
  • Shops receiving orders by email
  • Physical stores creating POS orders in WooCommerce
  • Customer support teams placing orders for customers
  • Wholesale and B2B businesses
  • Sales agents managing client purchases
  • Field sales representatives creating B2B orders

Built for real WooCommerce workflows

Unlike backend order creation, Shop as Client keeps your existing checkout logic intact:

  • Payment gateways
  • Shipping rules
  • Checkout customizations
  • Taxes and fees
  • Integrations that only run on checkout

Mostly everything works exactly as if the customer placed the order themselves.

🚀 Upgrade to PRO

Need faster order entry or payment request workflows?

The PRO add-on turns WooCommerce into a powerful assisted-sales system for phone, email, and in-store orders.
Ideal for teams handling high volumes of phone, email, or assisted orders.

Now available in lifetime licensing

Try a demo of the PRO add-on for free here!

Other (premium) plugins

Already know our other WooCommerce (premium) plugins?

Installation

  • Use the included automatic install feature on your WordPress admin panel and search for “Shop as client”.

FAQ

How to set “Shop as client” to “No” by default?

Add this to your (child) theme functions.php file, or use the PRO add-on.

How to set “Create user” to “Yes” by default?

Add this to your (child) theme functions.php file, or use the PRO add-on.

Which user roles have access to the “Shop as client” functionality?

Administrators and Shop managers can use “Shop as client” on the checkout.
Add this to your (child) theme functions.php file if you want to allow other user roles to use this functionality.

I’m giving discounts user or user role-based. Will this work?

No. Yes. It’s complicated…

The logged-in user is the Administrator or Shop Manager. It’s not possible to integrate with the vast amount of user or user role-based discount plugins when the logged-in user is not the customer himself, so any customer roled-based discounts will not be applied.

However, our PRO add-on integrates with the User Switching plugin and sets the Administrator or Shop Manager who switched to the customer account as the order handler upon checkout, thus allowing them to benefit from the fact that the customer is logged in and still use our plugin functionalities, like the payment request gateway and seller tracking.

Is this plugin compatible with the new WooCommerce High-Performance Order Storage?

Yes, from version 2.1 onwards.

Is this plugin compatible with the new WooCommerce block-based Cart and Checkout?

Yes, on the Free version from version 3.5 onwards and on the PRO add-on from version 3.6 onwards.

Known limitations:

  • Only core WooCommerce fields are saved to the customer user, and not custom or 3rd party fields, if the shop_as_client_update_customer_data filter is set to true;
  • No warning about the lack of information on the “Order Received” / “Thank You” page on WooCommerce 7.8.1 and above;
  • PRO add-on: The shop_as_client_pro_customer_data filter does not work;
  • Report to us if you find more limitations, using the support forum;

Can I contribute with a translation?

Sure. Go to GlotPress and help us out.

Where do I report security vulnerabilities found in this plugin?

You can report any security bugs found in the source code of this plugin through the Patchstack Vulnerability Disclosure Program. The Patchstack team will assist you with verification, CVE assignment and take care of notifying the developers of this plugin.

More FAQs

Check out the PRO add-on FAQs

Reviews

Top Support

14 Dicember 2020 1 reply
Great plugin and even greater support. Had a couple of queries and Marco was right on them. Impecable service.

Perfect in every way

15 Fevrer 2020 1 reply
I will save millions of seconds of your life. An excellent plugin. Take care of its development please! Thanks so much!

Great plugin – Very helpful

07 Sginer 2020 1 reply
We decided to buy the pro version straight away, and it works really well. It helps our agents for hours. Also Guest users are the information quickly took over in the latest update. Support is very very very quick!
Read all 9 reviews

Contributors & Developers

“Shop as Client for WooCommerce – Manual, Phone & Email Orders” is open source software. The following people have contributed to this plugin.

Contributors

“Shop as Client for WooCommerce – Manual, Phone & Email Orders” has been translated into 7 locales. Thank you to the translators for their contributions.

Translate “Shop as Client for WooCommerce – Manual, Phone & Email Orders” into your language.

Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Changelog

7.5 – 2025-03-29

  • [NEW] Renamed from “Shop as Client for WooCommerce” to “Shop as Client for WooCommerce – Manual, Phone & Email Orders”
  • [TWEAK] readme.txt file completely revised

7.4 – 2025-03-25

  • [NEW] Free plugin ownership transferred from Marco Almeida | Webdados to Naked Cat Plugins on WordPress.org – No worries, we’re the same people 🙂
  • [TWEAK] Settings moved to a new section called “Shop as client” under “Accounts & Privacy”
  • [DEV] Tested with 7.0-RC1-62112 and WooCommerce 10.6.1

7.3 – 2025-02-13

  • [FIX] PRO add-on: Build release ZIP GitHub action to make sure WordPress detects a direct upload as the same plugin instead of creating a new folder
  • [DEV] PRO add-on: Updater v13.1
  • [DEV] Tested with WordPress 7.0-alpha-61630 and WooCommerce 10.5.1

7.2 – 2026-01-23

  • [NEW] PRO add-on: Improve compatibility with Taxonomy Discounts for WooCommerce: allow changing the cart item price even if a taxonomy discount is applied to it
  • [DEV] PRO add-on: New updater v13 with better license status information on the plugin settings screen and plugins list
  • [DEV] Implement release automations via GitHub Actions
  • [DEV] Tested with WordPress 7.0-alpha-61496 and WooCommerce 10.5.0-beta.1

7.1 – 2026-01-01

  • Free version not released

7.0 – 2025-12-30

  • [NEW] PRO add-on: Allow changing product price on the cart, for example, to offer a special deal on the current order
  • [DEV] Removed load_plugin_textdomain call as WordPress handles it
  • [DEV] Tested with WordPress 7.0-alpha-61413 and WooCommerce 10.4.0

6.8.2 – 2025-12-10

  • [FIX] Checkbox margins on the blocks checkout
  • [DEV] PRO add-on: New updater v12
  • [DEV] Remove unnecessary folders from automatic deployment from GitHub to WordPress.org
  • [DEV] Remove broken version 6.8 – Sorry for the mess
  • [DEV] Tested with WordPress 7.0-alpha-61365 and WooCommerce 10.4.3

6.7 – 2025-11-21

  • [FIX] PHP error in the rare eventuality of the Free plugin being deactivated, with the PRO add-on still active

6.6 – 2025-11-20

  • [DEV] PRO add-on: New updater v11.1 with multisite support improvements
  • [DEV] PRO add-on: Improve license activation error handling
  • [DEV] Tested with WordPress 6.9-RC2-61266 and WooCommerce 10.3.5

6.5 – 2025-08-04

  • [NEW] PRO add-on: Allow administrators to edit the handler on the order edit screen
  • [DEV] New action shop_as_client_after_order_handler after the handler name on the order edit screen
  • [DEV] PRO add-on: Requires Shop as Client 6.5
  • [DEV] Tested with WordPress 6.9-alpha-60536 and WooCommerce 10.1.0-rc.2

6.4 – 2025-07-21

  • [DEV] PRO add-on: Updater improvements (v11.0) to check for expired licenses
  • [TWEAK] PRO add-on: Disable “Request payment by email” gateway, and add alert warnings, if the license is expired

6.3 – 2025-06-27

  • [NEW] PRO add-on: Warn Administrators and Shop Managers, on the checkout, about the “Request payment by email” gateway, and that it should be used whenever the customer wants to pay by Credit Card, PayPal, or any other method that requires access to sensible information
  • [TWEAK] PRO add-on: Better “Request payment by email” default description
  • [FIX] PRO add-on: Account for situations where the checkout nonce is not called woocommerce-process-checkout-nonce but _wpnonce
  • [FIX] Use woocommerce_checkout_fields instead of woocommerce_billing_fields to add our fields, because in some edge cases is_checkout() would not work and the Shop as Client fields stopped showing on the checkout (free version)
  • [DEV] PRO add-on: Minor coding standards fixes on the functions.js file
  • [DEV] Tested with WordPress 6.9-alpha-60355 and WooCommerce 10.0.0-rc.1

6.2 – 2025-06-22

  • [TWEAK] PRO add-on: Optimization – set several options to not be autoloaded
  • [DEV] PRO add-on: Create update routines mechanism
  • [DEV] PRO add-on: Remove SHOPASCLIENT_PRO_REQUIRED_WC constant and use the free plugin SHOPASCLIENT_REQUIRED_WC
  • [DEV] PRO add-on: Requires Shop as Client 6.0
  • [DEV] Tested with WordPress 6.9-alpha-60331 and WooCommerce 9.9.4

6.1 – 2025-04-14

  • [NEW] We are now called Naked Cat Plugins 😻

6.0 – 2025-03-08

  • [NEW] PRO add-on: Build user meta index for better autocomplete search results (automatically updated when user is created or changed, but can also be triggered for all users on the settings or via WP-CLI with wp shop-as-client-pro rebuild-users-index)
  • [TWEAK] PRO add-on: Set default number of the autocomplete returned results to 10 instead of 5
  • [TWEAK] PRO add-on: Remove the “Search on users without WC meta” option and make it the default behaviour
  • [DEV] Tested with WordPress 6.8-beta1-59952 and WooCommerce 9.8.0-beta.1

5.1 – 2025-02-19

  • [NEW] Add developer filters to the Shop as Client fields classes
  • [FIX] PRO add-on: Better Simple Checkout Fields Manager for WooCommerce integration
  • [FIX] PRO add-on: Updater: avoid duplicate translation notices and remove from .org updater calls
  • [FIX] PRO add-on: Remove a link from the “Request payment by email” payment gateway description
  • [FIX] PRO add-on: License validation on websites with WPML set to have different domains per language
  • [TWEAK] PRO add-on: Only search on orders address index meta field for better performance
  • [DEV] Simplify 3rd-party plugin checks
  • [DEV] Remove WooCommerce 7.1 or above tests as we’re not supporting lower versions anyway
  • [DEV] Tested with WordPress 6.8-alpha-59837 and WooCommerce 9.7.0-rc.1

5.0 – 2024-12-17

4.0 – 2024-11-22

  • [NEW] PRO add-on: Better User Switching integration: Allows switching after searching and finding a customer on the checkout, and transferring the current cart to the customer user, thus allowing the use of specific customer account functionalities, for example, use points from the “Points and Rewards” plugin, and then switch back to the original Administrator or Shop Manager user on the order received (thank you) page
  • [FIX] Order as a guest on the blocks checkout
  • [FIX] Load text domain at the right time to avoid PHP notices on WordPress 6.7 and above
  • [FIX] Several minor fixes, including PHP notices and translation strings
  • [DEV] PRO add-on: License validation on websites with WPML set to have different domains per language
  • [DEV] Requires PHP 7.4, WordPress 5.8, and WooCommerce 7.1
  • [DEV] Tested with WordPress 6.8-alpha-59448, WooCommerce 9.5.0-beta.1, and User Switching 1.9.0

3.7 – 2024-09-27

  • [FIX] PRO add-on: Make sure OrderUtil is only performed if WooCommerce 7.1 or above is being used
  • [DEV] Tested with WordPress 6.7-alpha-59098 and WooCommerce 9.3.3
  • WARNING: We will soon drop support for WooCommerce below 7.1

3.6.1 – 2024-04-17

  • [FIX] Fatal error on the classic checkout page

3.6 – 2024-04-17

  • [NEW] PRO add-on: Compatibility for the WooCommerce block-based Checkout
  • [DEV] Several fixes on the blocks integration for compatibility with the PRO add-on
  • [DEV] Tested with WordPress 6.6-alpha-58011 and WooCommerce 8.8.1

3.5.1 – 2024-04-05

  • [FIX] Avoid fatal error when trying to load the blocks integration on older WooCommerce versions
  • [DEV] Add “Requires Plugins” header
  • [DEV] Tested with WordPress 6.6-alpha-57928 and WooCommerce 8.8.0-rc.1

3.5 – 2024-03-04

  • [NEW] BETA compatibility for the WooCommerce block-based Checkout (only on the Free version for now)
  • [DEV] Tested with WordPress 6.5-beta3-57738 and WooCommerce 8.7.0-beta.2

3.4 – 2024-02-20

  • [DEV] Change plugin loading priority
  • [DEV] PRO add-on: Requires Shop As Client (free) 3.4
  • [DEV] Requires WooCommerce 5.4 or above
  • [DEV] Tested with WordPress 6.5-beta1-57656 and WooCommerce 8.6.0

3.3 – 2024-01-29

  • [DEV] PRO add-on: Deprecate non-autocomplete search method on the checkout
  • [DEV] PRO add-on: Plugin updater improvements

3.2 – 2024-01-23

  • PRO add-on: Better feedback when the license is expired
  • Tested with WordPress 6.5-alpha-57299 and WooCommerce 8.5.1

3.1 – 2023-12-19

  • PRO add-on: Better User Switching integration: Blocks Checkout compatibility and “switch back to admin” links on the order received (thank you) page

3.0 – 2023-12-15

  • PRO add-on: User Switching integration
  • Small adjustments on the order edit screen information code

2.8.1 – 2023-12-15

  • Fix fatal error when performing the ajax search call in the checkout, with HPOS enabled
  • Fix PHP notices

2.8 – 2023-12-15

  • PRO add-on: Show handler and allow filtering by handler on the admin orders list, now compatible with HPOS
  • PRO add-on: Hide license key from shop managers (only available for users with “manage_options” capabilities, normally Administrators)
  • Small internal changes to better integrate with the PRO add-on and a future Funnelkit integration
  • Tested with WordPress 6.5-alpha-57189 and WooCommerce 8.4

2.7 – 2023-11-27

  • PRO add-on: Update plugin translations online instead of shipping them with the main plugin
  • PRO add-on: HTML tag closing fix on the settings page
  • Requires WordPress 5.4
  • Tested with WordPress 6.5-alpha-57137 and WooCommerce 8.3.1

2.6 – 2023-10-12

  • Do not show other plugins promotion banner if the PRO add-on is active
  • Tested with WordPress 6.4-beta2-56809 and WooCommerce 8.2.0

2.5 – 2023-08-01

  • PRO add-on: Fix two fatal errors (print_f and sprint_f instead of printf and sprintf)

2.4 – 2023-07-25

  • PRO add-on: New autocomplete option to try to find users by registration first name, last name, and email if not found by WooCommerce meta.
  • PRO add-on: Fix a bug where the autocomplete would not be activated if the “Shop as client field default” option is set no “No”
  • Tested with WordPress 6.3-RC1-56289 and WooCommerce 8.0.0-beta.1

2.3.1 – 2023-07-14

  • Fix updater for PRO add-on users

2.3 – 2023-07-14

  • Warning about the lack of information on the “Order Received” / “Thank You” page on WooCommerce 7.8.1 and above
  • PRO add-on: Show the “Order Received” / “Thank You” page on WooCommerce 7.8.1 and above
  • Remove the InvoiceXpress banner and add the Simple Order Approval for WooCommerce one
  • Fix jQuery deprecation notice

2.2 – 2023-07-07

  • PRO add-on: Exclude some 3rd party plugin fields from being cleared from the checkout when the “Clear checkout fields” option is set to “Yes”, and a new shop_as_client_empty_checkout_field_exclusions filter to allow developers to add more fields to the exclusions
  • Tested with WooCommerce 7.9.0-rc.3

2.1 – 2023-05-13

2.0 – 2022-10-13

  • PRO add-on: Show handler and allow filtering by handler on the admin orders list
  • Tested with WordPress 6.1-RC1-54506 and WooCommerce 7.0

1.9.2 – 2022-07-28

1.9.1 – 2022-07-28

  • Fixed a bug that would assign an order to a random user if no email address was provided
  • Better feedback when no email address is provided
  • PRO add-on: Create user without checking out
  • New filter shop_as_client_user_email_if_empty to allow developers to provide an email address programmatically when none is provided by the user
  • Only show the InvoiceXpress nag for portuguese stores
  • Requires WordPress 5.0 and WooCommerce 4.0 or above
  • Tested with WordPress 6.1-alpha-53789 and WooCommerce 6.8.0-beta.2

1.9.0 – 2022-07-28

  • Unreleased version with a bug

1.8.0 – 2022-05-05

  • New brand: PT Woo Plugins 🥳
  • Tested with WooCommerce 6.5.0-rc.1 and WordPress 6.0-beta2-53236

1.7.2 – 2021-05-21

  • PRO add-on: Fix on the payment gateway: stock behaviour when setting the order “On hold”

1.7.1 – 2021-05-21

  • PRO add-on: Fix on the payment gateway: “On hold” orders should be payable

1.7.0 – 2021-05-21

  • PRO add-on: New fake payment gateway option to set the order “On hold” instead of “Pending” after the checkout
  • PRO add-on: Greek translation
  • Small code fixes
  • Drop support for WooCommerce below 3.0
  • Requires PHP 7
  • PRO add-on: Add the “Update URI” header
  • Tested with WordPress 5.8-alpha-50943 and WooCommerce 5.4-beta.1

1.6.6 – 2021-03-10

  • Tested with WordPress 5.8-alpha-50516 and WooCommerce 5.1.0

1.6.5

  • PRO add-on: Hebrew translation (Thanks fixerwolfe)
  • Tested with WordPress 5.7-alpha-49862 and WooCommerce 5.0.0-beta.1

1.6.4

  • PRO add-on: Add option to not send the payment request email on the fake payment gateway
  • readme.txt update
  • Tested with WordPress 5.5-RC1-48708 and WooCommerce 4.4.0-beta.1

1.6.3

  • PRO add-on: Make Autocomplete enabled by default and no longer beta
  • PRO add-on: Fix WooCommerce EU VAT Number integration
  • Tested with WordPress 5.5-alpha-47609 and WooCommerce 4.1.0-rc.1

1.6.2

  • PRO add-on: Use WooCommerce Ajax endpoint instead of WordPress admin-ajax.php
  • Tested with WordPress 5.5-alpha-47547 and WooCommerce 4.0.1

1.6.0

  • PRO add-on: New Autocomplete (BETA) feature while typing the customer email, first name, last name, company or phone number
  • Tested with WooCommerce 4.0.0-rc.1

1.5.3

  • New shop_as_client_update_customer_data filter so that developers can allow the customer details to be updated on their profile;
  • PRO add-on: New setting to update the customer details on his profile;

1.5.2

  • Changes on the InvoiceXpress banner

1.5.1

  • Bugfix: PHP notice

1.5.0

  • PRO add-on: New (fake) payment gateway that allows administrators and shop managers to finalize the order and ask for the order payment by sending the customer a payment link via email

1.4.0

  • PRO add-on: Get customer details from orders if not found as a user, useful if you want to insert an order for a client that previously shopped as a guest
  • PRO add-on: New shop_as_client_pro_search_order_statuses filter to limit the order statuses where the customer is searched (if not found as a user)
  • PRO add-on: Get VAT number from WooCommerce EU VAT Number

1.3.0

  • Hide “Create user” when “Shop as client” is set to “No”
  • Add version number when loading the javascript functions file
  • Sync version number with the PRO add-on
  • Fix Tested up to tag

1.0.4

  • Tested with WordPress 5.3.3-alpha-46995 and WooCommerce 3.9.0-rc.1

1.0.3

  • Fix version number

1.0.2

  • PRO add-on announcement

1.0.1

  • Fix fatal error

1.0

  • Preparation for the, soon to be released, PRO add-on
  • Search the customer also by billing email in addition to the profile email
  • Invoicing with InvoiceXpress for WooCommerce nag
  • Tested with WordPress 5.3.1-alpha-46798 and WooCommerce 3.8.1

0.6

  • Tested with WordPress 5.2.5-alpha and WooCommerce 3.8.0

0.5

  • Fix the order handler information – we now store it on a specific custom field and it will only be available for orders created after this plugin version
  • Prevent the logged in user details to be updated with the client details

0.4

  • Show the order handler on the order edit screen (Thanks Albert Amar / Israprods)
  • New shop_as_client_allow_checkout filter so that developers can allow other user roles to use the “Shop as client” functionality (Thanks CJ Ratliff / A+ Media for suggesting this)
  • Tested with WordPress 5.2.3-alpha-45552 and WooCommerce 3.7.0-beta.1
  • WordPress 4.9 minimum requirement
  • PHP 5.6 minimum requirement
  • Translations update

0.3

  • Force field defaults
  • Update readme.txt
  • Fix plugin version number
  • Tested with WordPress 5.1.1 and WooCommerce 3.6.2

0.2

  • The generated password for a new user account is now sent via email, unless false is returned to the shop_as_client_email_password filter
  • The username will be generated from the email (text before @) if the “When creating an account, automatically generate a username from the customer’s email address” WooCommerce option is checked, otherwise the whole email is used as username
  • Bumped WC tested up to tag
  • Release sponsored by Albert Amar / Israprods

0.1

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This plugin is free but offers additional paid commercial upgrades or support. View support

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