Order Tracking - WordPress Status Tracking Plugin
| 开发者 |
Rustaurius
EtoileWebDesign |
|---|---|
| 更新时间 | 2024年9月19日 04:09 |
| PHP版本: | 5.0 及以上 |
| WordPress版本: | 6.6 |
| 版权: | GPLv3 |
| 版权网址: | 版权信息 |
标签
shipping
tracking
track
help desk
support software
order status
helpdesk
delivery
support tickets
help desk software
order management
inventory management
deliveries
order tracking
status tracking
woocommerce order tracking
order shortcode
order processing
customer orders
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详情介绍:
Add a full order tracking and management system to your site. Quickly and easily create and update orders, and then let customers view them on your site via a modern, responsive tracking form.
Status Tracking Demo
Since the plugin can be used for the status tracking of anything, not just orders, it's also a great tool for project management.
Project Status Demo
The plugin includes Gutenberg blocks as well as shortcodes, so you can display your tracking form on any page, no matter which page editing system you are using.
Order Tracking Key Features
- Create an unlimited number of orders
- Set up searchable orders or ticket numbers / tracking numbers for customers. Order management made simple!
- Easily update and change the order status in the plugin admin panel.
- Create custom statuses tailored to your business.
- Require email verficiation to view order tracking.
- Order status notifications that automatically send an alert email to a customer whenever an order is created or updated.
- Choose what order tracking information gets displayed in the results when you place the order shortcode or block on a page.
[tracking-form]
Simply insert the Tracking Form block or the shortcode above to add an order tracking form to your site.
It's easy to modify the styling of your tracking form, which will help it to further fit with the look of your site. We provide a list of the most common classes from our plugin, as well as an exmaple of how to implement custom CSS, in our documentation.
Status tracking options are available to decide what information is displayed, to print orders, to hide blank fields, to send out order status update emails, order alerts and more! Order management has never been this simple.
Additional Order Tracking and Order Status Features
- Hide or delete orders.
- Hide fields from the tracking page that have no value.
- Custom order alert emails that can be associated with different statuses (e.g. for order processing, shipments, project deadlines, etc.).
- Customize the subject and text of all notification emails.
- Print orders from the tracking page.
- Add public and private notes to orders.
- Responsive and customizable CSS.
- Option for AJAX order tracking results or to display them in a new window.
- Date format and timezone settings.
- WooCommerce order tracking integration in which, for every new order created via WooCommerce checkout, a new order is automatically created in the Status Tracking plugin.
- WooCommerce tracking made easy with automatically-assigned order number (with options to add and customize a prefix and/or suffix).
- WooCommerce order update alert and email automatically sent to the customer with this order number.
- WooCommerce tracking updates: When an order is updated in WooCommerce, it is also automatically updated in Status Tracking, and vice versa.
- WooCommerce status notifications: An email will automatically be sent to the customer on order update / status change.
- Set equivalent status in this plugin for existing WooCommerce statuses to make direct syncing even more powerful.
- Add a customer tracking form to your site, which displays all of a specific customer's orders in one table, with links to each individual order's tracking page.
- Associate a customer with a WordPress user account, so they can log in to your site (front end, not back end) and see all of their orders without having to enter any tracking information.
- Associate a sales rep with a WordPress user acconunt, to give them access to a special admin portal where they can manage only those orders assigned to them.
- You can also add a sales rep tracking form to your site, which displays all of a specific sales rep's orders in one table, with links to each individual order's tracking page. This is great if you would prefer that sales reps manage orders form the front end instead of the admin.
- Both customers and sales reps can download / export their orders straight from the front end.
- Create different locations to associate with orders and with specific statuses and updates.
- Dozens of styling and labelling options to enhance the order tracking experience.
- PayPal integration to allow/require payment for orders.
- Customer order form to let customers create their own orders, which can then be managed and updated just like any other order.
- Custom fields that can be assigned to orders, customers or sales reps. Can be used to display extra information on the tracking page (such as weight, estimated delivery, price, etc.) or to gather extra info in the customer order form.
- Add Google reCAPTCHA protection to the customer order form.
- Import orders from a spreadsheet. Great for adding many orders at once or bulk updating existing orders.
- Export orders to a spreadsheet, to allow for bulk updating or transfer to a different system (e.g. CRM).
- Use the Sales Reps feature to set up project managers and assign specific projects to them.
- Create customers and assign specific projects and project managers to those customers.
- Use the available labelling options to customize the wording of your forms and tracking pages (e.g. swap project for order, project manager for sales rep, etc.) to cater to the project management experience.
- Tracking Form: Display the main order tracking form.
- Customer Form (premium): Display the customer tracking form.
- Sales Rep Form (premium): Display the sales rep tracking form.
- Customer Order Form (premium): Display the customer order form.
- [tracking-form]: Display the main order tracking form.
- [customer-form] (premium): Display the customer tracking form.
- [sales-rep-form] (premium): Display the sales rep tracking form.
- [customer-order] (premium): Display the customer order form.
- Arabic (thanks to Webgear Media)
- Italian (thanks to MD Ariful)
- German (thanks to Benko)
- Lithuanian
- Norwegian (thanks to EinarSkaug)
- Persian (thanks to Poorya Zeynalzadeh)
- Polish (thanks to Jakub G.)
- Portugese (thanks to Jaoa)
- Spanish (thanks to Pablo M.)
- 土耳其语
- 越南语
- Our documentation, here: https://doc.etoilewebdesign.com/plugins/order-tracking/user/
- Our FAQ pages, here: https://doc.etoilewebdesign.com/plugins/order-tracking/user/faq, and here: https://wordpress.org/plugins/order-tracking/faq/
- Our installation guide and information about the walk-through, here: https://doc.etoilewebdesign.com/plugins/order-tracking/user/getting-started/install
- Our tutorial videos, here: https://www.youtube.com/playlist?list=PLEndQUuhlvSqa6Txwj1-Ohw8Bj90CIRl0
- The Order Tracking support forum, here: https://wordpress.org/support/plugin/order-tracking/
- Our Support Center, here: https://www.etoilewebdesign.com/support-center/
安装:
- Upload the 'order-tracking' folder to the '/wp-content/plugins/' directory
- 通过 WordPress 的“插件”菜单激活插件
- Go to the 'Plugins' menu in WordPress and click 'Add New'
- Search for 'Status Tracking' and select 'Install Now'
- Activate the plugin when prompted
- Our documentation, here: https://doc.etoilewebdesign.com/plugins/order-tracking/user/
- Our FAQ pages, here: https://doc.etoilewebdesign.com/plugins/order-tracking/user/faq, and here: https://wordpress.org/plugins/order-tracking/faq/
- Our tutorial videos, here: https://www.youtube.com/playlist?list=PLEndQUuhlvSqa6Txwj1-Ohw8Bj90CIRl0
- The Order Tracking support forum, here: https://wordpress.org/support/plugin/order-tracking/
- Our Support Center, here: https://www.etoilewebdesign.com/support-center/
屏幕截图:
常见问题:
Is there a shortcode to display the order tracking form?
Yes, you can use the [tracking-form] shortcode. For more info, see here.
Is there a Gutenberg block to display the order tracking form?
Yes, you can search for the Tracking Form block. Alternatively, you'll find it in its own block category/section called Order Tracking. For more info, see here.
What are all the available blocks and shortcodes?
For a complete list of blocks and shortcodes, and their associated parameters/attributes, please see here.
Is it possible to delete data of an incorrect order completely?
If you click the checkbox beside the incorrect order and select "Delete", that should get rid of the order.
How do I change the title of “Order Form Instructions”?
You can edit “Order Form Instructions” on the "Settings" page. They can also be set as an attribute. Instructions set as an attribute will take priority.
How do I change the label “Order Number” field to, for example, “Job Number” in the front end display?
To change the label, try adding these attributes into your shortcode: [tracking-form order_field_text='Job Number' field_names='Order Number=>Job Number']
Is there a way to modify multiple field labels?
In the premium version, you can change the field labels by using the "Labelling" area of the "Settings" tab.
My order graph is not displaying properly, all of the statuses are overlapping. How do I fix this?
Make sure that you set the column “Percentages” on the order statuses page. If the problem persists you can also try editing the spacing by adding some custom CSS.
Is this compatible with WPML?
Yes. All the strings/labels are localized in the code. As such, they will be picked up by WPML's String Translation tool for easy direct translating. For more info on translating the plugin, please see here.
How do I add a map to the tracking page?
You first need to make sure the Tracking Map choice is selected for the Order Information Displayed option in the Basic area of the Settings page. Then you need to provide your Google Maps API key in the designated area. Then you need to make sure you have provided latitude and longitude coordinates for your locations. After this, when you set an order to a specific location in the premium version, that location will show on a map on the tracking results page.
Can Sales Reps manage and create their own orders?
Yes. In the premium version, you just need to associate the sales rep with an existing WordPress user account and then they will have access to their own customized dashboard in the WordPress admin. For more info, please see here.
Is it possible for my customer to view their orders without entering the ID?
Yes. In the premium version, you just need to associate the customer with an existing WordPress user account. Then, when they log in and go to the page with the customer tracking form on it, they will automatically see all of their orders. For more info, please see here.
Can I add extra fields to my orders
Yes, the premium version of the plugin includes the Custom Fields feature, which lets you add extra fields to your orders and to the customer order form. For more info, see here.
What are the columns for the spreadsheet and is it possible to add more information?
Additional information about an order can be added using custom fields, or by using the "Public Notes" at the moment. The columns that can be uploaded currently are: Number, Name, Order Status, Location, Display, Public Notes, Private Notes, Email, Show in Admin Table, Sales Rep ID as well as those with the same name as a custom field (ex: "Specs").
What is enabled in the premium version?
For more info about the premium version, please see here: https://doc.etoilewebdesign.com/plugins/order-tracking/user/premium/benefits
For help and support, please see:
- Our documentation, here: https://doc.etoilewebdesign.com/plugins/order-tracking/user/
- Our installation guide and information about the walk-through, here: https://doc.etoilewebdesign.com/plugins/order-tracking/user/getting-started/install
- Our tutorial videos, here: https://www.youtube.com/playlist?list=PLEndQUuhlvSqa6Txwj1-Ohw8Bj90CIRl0
- The Order Tracking support forum, here: https://wordpress.org/support/plugin/order-tracking/
- Our Support Center, here: https://www.etoilewebdesign.com/support-center/
更新日志:
3.3.17 (2024-09-18)
- Fixed issue in which order delete button wasn't working in the sales rep admin for certain WP user roles.
- Correcting version number error in last update.
- Bumping version number and pushing again, since WordPress says "not found" when trying to update to 3.3.14.
- Fixed issue causing email select option fields to not populate correctly.
- Bumping version number due to incorrect version number in readme file in last update.
- Removing an unused Ajax function.
- Tested with WordPress 6.6.
- Added phone number to the import/export.
- Tested for compatibility with WP 6.5 and PHP 8.2 and eliminated/fixed deprecated notices associated with this.
- Fix for an issue causing admin notification to not send when a new customer order was created via the front end.
- Tested for WordPress 6.4 compatibility/support.
- Tested and declaring compatibility with WooCommerce High-Performance Order Storage.
- Updates to the escaping/sanitization for elements in the walk-through and the export feature.
- Tested for WordPress 6.3 compatibility/support.
- Added the ability to bulk import customers and sales reps.
- Fixed issue with sales reps and customers getting re-added if they were created and then updated without reloading the page.
- Fixed issue causing the sales rep name to not display correctly in the admin customers overview table.
- Updated PHPSpreadsheet version.
- Fix for admin menu items showing in the wrong order.
- Fix for notifications not being sent for bulk order updates or status changes (either via the bulk actions menu or spreadsheet import).
- Fix for notifications being sent for internal statuses.
- Fixed an issue sometimes causing the Settings page to be inaccessible on new installations/activations.
- Updating an incorrect settings page version number that could, in some cases, cause a plugin error.
- Introducing the ultimate version of the plugin.
- With the ultimate version, you can now send SMS order notifications.
- Create an unlimited amount of different SMS messages.
- Then you can assign a specific SMS message to each status.
- You can also choose an SMS message for the admin notification when a customer note is updated.
- You can also choose an SMS message for the notification sent to the administrator when a new customer order is created.
- Fixed an issue with custom field values not displaying correctly in notifications. See changelog for all versions.