WooCommerce Shop as a Customer

Description

The Shop as a Customer addon allows you to create WooCommerce orders on behalf of customers by switching the administrator session to any user account or guest mode without requiring a password. It is designed for those who record sales by phone, email, or WhatsApp and need to complete orders manually by reproducing the buyer’s cart, with login history, search by name, email, address, company, or phone number, and invoice delivery from the thank-you page.

Key Features of Shop as a Customer

• Session switching to any customer
  Switches the administrator dashboard to any user’s account with one click, without requesting a password.
• Guest mode for anonymous sales
  Simulates an unregistered buyer to complete orders without having to create a WooCommerce account.
• Multi-criteria customer search
  Finds accounts by name, email, address, company, or phone number directly on the selection screen.
• Customer access history
  Records every user switch in an auditable log within the dashboard, with an export option.
• Invoice delivery from the thank-you page
  Sends the invoice to the customer directly from the thank-you page after completing the order.

Benefits of Shop as a Customer

• Customer service through external channels
  Sales received by phone, WhatsApp, or email become orders recorded within WooCommerce.
• Checkout issue diagnosis
  Reproduces the buyer’s exact scenario to investigate errors without relying on screenshots.
• Role-based access control
  Allows the feature to be enabled only for specific roles such as manager or customer service representative, maintaining store security.
• Operation traceability
  Every access performed on behalf of a customer is recorded, preventing internal disputes over who completed each order.

Who Is Shop as a Customer Recommended For?

• Those who sell by phone, WhatsApp, or email and need to manually record each order received outside the website.
• Customer service teams that help buyers with checkout issues and want to reproduce their carts to diagnose the error.
• Operations with internal sales representatives who complete orders on behalf of customers and need traceability regarding who processed each purchase.

How to Download Shop as a Customer

Shop as a Customer is available for download here at Ultrapack. After downloading the .zip file, install it under Plugins > Add New > Upload Plugin, select the file, and activate it. After activation, the session-switching shortcut will appear on the WooCommerce user and customer screens.

Compatible with HPOS and Multisite, Shop as a Customer covers two practical everyday store scenarios: recording orders received through external channels (phone, WhatsApp, email) and investigating issues reported by buyers themselves without relying on screenshots. User role restrictions ensure that only authorized roles can open a session as a customer.

Frequently asked questions