Customer Order Form

The Order Tracking plugin comes with a feature that lets you place a customer order form on your website, which your customers can fill out to submit/create their own orders, which you can then update (status, etc.) in the admin.

For the Gutenberg block, on the page edit screen, just click the + button to add a new block and add the Customer Order Form block to the page.

More information about the block.

You can also add the customer order form to your page using the following shortcode:

[customer-order]

To use this shortcode on the page edit screen, just click the + button and add a new shortcode block to the page. Then write or paste in the above shortcode.

You can view more information and all the available shortcode attributes here.

Using the Form

When your customer visits this page, they will see a form that lets them fill in an order name and email address.

Screenshot of the front-end customer order form

Custom Fields

If you would like to add extra fields to this form, you can easily do so by making use of the custom fields feature. See here for more info about custom fields. You can make a field required by checking the Required box on the Custom Fields page in the admin

Screenshot of custom fields tab

Customizing the Form and Order Process

There are several options that let you further customize the order form and its behaviour. You can go to Settings > Premium > Customer Order Form to find these.

Default Order Status

What status, if any, should a newly-submitted order be set to?

Allow Sales Rep Selection

Should an option to choose a sales rep be included in the customer order form?

Assign Orders to Customers

With this enabled, orders submitted using the customer order form will be automatically assigned to a customer based on their email address.

Order Number Prefix

Specify a prefix for the auto-generated order number for orders created using the customer order form.

Order Number Suffix

Specify a suffix for the auto-generated order number for orders created using the customer order form.

Default Sales Rep

Choose a default sales rep for all orders created using the customer order form (if not using the above option to enable sales rep selection).