Looking for software or implementation recommendations

  • Resolved thompsonstenning

    (@thompsonstenning)


    5 months, 1 week ago

    I’ve got a client website running woocommerce, and they have an ask that I’m trying to think through the best way to build, and looking for input. They sell food items, and do fundraising through organizations where the organization’s staff/users (etc) can sell some products to friends/family. The ask is.. how can we allow users to pick and purchase items individually, and then combine the orders easily for the organization to ship as one package and then for the organization to easily know who ordered what quantity of items?

    I know it is possible to simply have the purchasers make their purchases as one would normally, and then in the back end a website admin could combine the orders together (maybe have a custom post type to have the users denote their organization in the checkout through a dropdown menu..?) but the issues with that to me seems: 1) how do we still easily let the organization know which staff ordered which items, if they’re all combined. And 2) what if a staff member forgets to select their organization from the dropdown menu? Should we have multiple checkouts, specific to each organization?

    Curious to know if anyone has some input or thoughts on this and or any software plugins geared towards this, or if woocommerce isnt the way to go. Done lots of googling but searching woocommerce and fundraising pretty much just shows me info for donation platforms, which this is not. Thanks, I appreciate your time!

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  • Plugin Support Shameem R. a11n

    (@shameemreza)

    Hi @thompsonstenning

    To achieve your client’s requirements, I suggest using a combination of WooCommerce plugins.

    1. WooCommerce Product Add-Ons: This plugin allows you to add custom fields to your product page. You can add a dropdown menu for users to select their organization during checkout.
    2. WooCommerce Order Delivery: This plugin allows customers to choose a delivery date during checkout. You can use this feature to combine orders for a specific date and deliver them as one package.
    3. WooCommerce Order Status Manager: This plugin allows you to create custom order statuses. You can create a status like “Combined for Organization” to track which orders have been combined easily.

    As for your concerns:

    1. Each order will be linked to a customer account. So, even if the orders are combined, you can still track who ordered what.
    2. If a staff member forgets to select their organization, you can manually edit the order and add the organization name.

    Having multiple checkouts specific to each organization may complicate the process and confuse customers. It’s best to keep a single checkout process.

    There may not be a specific plugin for this exact scenario, but by using a combination of these plugins, you should be able to meet your client’s needs. WooCommerce is a very flexible platform and can be customized to fit many different business models, including fundraising.

    I hope this helps! If you have any more questions, feel free to ask.

    Plugin Support Shameem R. a11n

    (@shameemreza)

    Hi @thompsonstenning

    I’m marking this topic as “resolved” due to recent inactivity. If more assistance is needed, feel free to post back here or open a new topic.

    Thanks!

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