.jpg?w=590&resize=590,300&ssl=1 "WooCommerce Shop As Customer")
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5/5 Stars – A Game-Changer for WooCommerce Store Admins
As a WooCommerce store administrator, managing customers and their orders can be a daunting task. Fortunately, the WooCommerce Shop As Customer plugin has made our lives easier by allowing administrators to shop as another user, just like a customer. This plugin is a must-have for any e-commerce store owner who wants to provide exceptional customer service and streamline their order management process.
Key Features:
The WooCommerce Shop As Customer plugin offers an impressive range of features, including:
- Switch to customer: Log in as a customer to experience the store from their perspective.
- Switch back to Administrator: Return to your administrator role with just a click.
- View and use store as a customer: Browse the store and place orders as a customer would.
- Place orders on behalf of your customer: Process customer orders with ease.
- Create and send invoice to user: Simplify the invoicing process and send invoices directly to customers.
- Define the Minimum User Role to use it: Ensure that only authorized users can access the plugin.
- Quickly switch user from recently used: Easily switch between users using the recent user list.
How It Works:
After installing the plugin, a new menu will appear in the admin dashboard with the title "Shop as Customer". Enable the plugin functionality from the settings page and configure the options as needed. The plugin allows administrators to switch between their own account and another user’s account, as well as place orders on behalf of customers.
Installation and Setup:
Installing the WooCommerce Shop As Customer plugin is a straightforward process. Simply download the.zip file from Codecanyon, upload it to your WordPress site, and activate the extension.
General Settings:
The plugin offers several configuration options, including enabling and disabling the plugin, defining the minimum user role to use it, and user role hierarchy. These options can be accessed from the settings page.
Switching into Customer Account:
To switch into a customer account, administrators can click on the "Shop as Customer" button and search for the desired user name. Alternatively, they can switch to a user account from the Users screen in the WordPress admin dashboard.
Experience:
Using the WooCommerce Shop As Customer plugin has been a game-changer for our store. With this plugin, we can now easily switch between administrator and customer accounts, ensuring that we provide exceptional customer service and streamline our order management process. The plugin is easy to use and offers a range of valuable features that make it a must-have for any WooCommerce store owner.
Support:
The plugin authors offer excellent support, responding promptly to queries and issues. The plugin also includes a changelog, providing transparency on updates and changes.
Conclusion:
The WooCommerce Shop As Customer plugin is an essential tool for any WooCommerce store administrator. With its impressive range of features and ease of use, this plugin makes it easy to provide exceptional customer service and streamline our order management process. We highly recommend this plugin to any WooCommerce store owner looking to elevate their customer service and stay ahead of the competition.
Rating: 5/5 Stars
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Introduction
As an e-commerce store owner, it's essential to test your WooCommerce store from a customer's perspective to ensure a seamless shopping experience. The WooCommerce Shop As Customer feature allows you to log in as a customer and browse your store as if you were a regular customer. This feature is particularly useful for testing and debugging purposes, as it allows you to identify and fix any issues that may arise during the checkout process.
In this tutorial, we will guide you through the process of using the WooCommerce Shop As Customer feature. We will cover the steps to enable the feature, log in as a customer, and test your store's functionality.
Step 1: Enable the WooCommerce Shop As Customer Feature
To enable the WooCommerce Shop As Customer feature, follow these steps:
- Log in to your WordPress dashboard.
- Navigate to the WooCommerce settings by clicking on WooCommerce > Settings.
- Click on the "Advanced" tab.
- Scroll down to the "Shop as Customer" section.
- Check the box next to "Enable Shop as Customer" to enable the feature.
Step 2: Create a Test Customer Account
To test the Shop As Customer feature, you need to create a test customer account. Follow these steps:
- Log in to your WordPress dashboard.
- Navigate to the Users > Add New page.
- Fill in the required information for the test customer account, such as name, email address, and password.
- Make sure to select the "Customer" role for the test account.
- Click the "Add New User" button to create the test account.
Step 3: Log in as a Customer
To log in as a customer, follow these steps:
- Log out of your WordPress dashboard.
- Go to your WooCommerce store's login page.
- Enter the email address and password for the test customer account you created earlier.
- Click the "Log in" button to log in as the test customer.
Step 4: Test Your Store's Functionality
Once you're logged in as a customer, you can test your store's functionality by browsing through your products, adding items to your cart, and checking out. You can also test the following features:
- Product pages: Test the product pages by clicking on the product images, reading the product descriptions, and checking the product prices.
- Cart and checkout: Test the cart and checkout process by adding items to your cart, updating the cart, and checking out.
- Payment gateways: Test the payment gateways by selecting a payment method and completing the payment process.
- Shipping options: Test the shipping options by selecting a shipping method and calculating the shipping cost.
Step 5: Debug and Fix Issues
If you encounter any issues during the testing process, you can debug and fix them by following these steps:
- Identify the issue: Determine the cause of the issue and identify the affected page or feature.
- Debug the issue: Use the WordPress debug log or a debugging plugin to identify the error message or the problematic code.
- Fix the issue: Fix the issue by updating the code, configuring the settings, or disabling the problematic plugin or theme.
- Test again: Test the store again to ensure that the issue is resolved.
By following these steps, you can effectively use the WooCommerce Shop As Customer feature to test and debug your store. This feature is an essential tool for ensuring a seamless shopping experience for your customers and identifying and fixing any issues that may arise during the checkout process.
Settings for WooCommerce Shop As Customer
Authentication
To enable authentication, go to WooCommerce > Settings > Shop As Customer > Authentication.
- Enable "Enable Authentication" to allow customers to authenticate as administrators.
- Set "Minimum User Role" to select the minimum user role required to authenticate.
- Set "Admin Username" to specify the default admin username to be used for authentication.
Access Control
To set access control, go to WooCommerce > Settings > Shop As Customer > Access Control.
- Enable "Allow Customers to Switch to Administrator" to allow customers to switch to an administrator role.
- Set "Administrator Roles" to select the roles that customers can switch to.
- Set "Exclude Pages" to specify pages that customers should not have access to while in the administrator role.
Default Order
To set a default order, go to WooCommerce > Settings > Shop As Customer > Default Order.
- Enable "Default Order" to set a default order for customers when they switch to the administrator role.
- Select the default order status from the dropdown menu.
Additional Options
To set additional options, go to WooCommerce > Settings > Shop As Customer > Additional Options.
- Enable "Enable Admin Notice" to display a notice to administrators when a customer is using the Shop As Customer feature.
- Enable "Allow Customers to See Administrator's Orders" to allow customers to see administrator's orders.
Miscellaneous
To set miscellaneous options, go to WooCommerce > Settings > Shop As Customer > Miscellaneous.
- Enable "Disable Product Prices" to disable product prices for customers when they switch to the administrator role.
- Set "Cache Timeout" to specify the timeout for the cache.
Here are the features of the WooCommerce Shop As Customer plugin:
- Switch to customer: Administrator or Shop Manager can switch to another user's account as a customer.
- Switch back to Administrator: The user can switch back to their original administrator account.
- View and use store as a customer: The administrator or Shop Manager can view and use the store as a customer would.
- Place orders on behalf of your customer: The administrator or Shop Manager can place orders on behalf of the customer.
- Create and send invoice to user: The administrator or Shop Manager can create and send an invoice to the customer.
- Define the Minimum User Role to use it: The plugin allows defining the minimum user role that can access the plugin settings page and switch to user accounts.
- Quickly switch user from recently used: The plugin allows quickly switching to a user account that was recently used.
Note that these features are not necessarily unique to this plugin, and some of them may be available through other means in WooCommerce.
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